A proper estate plan begins with a will or living trust. Making a will (and keeping it up to date) gives you peace of mind in knowing that your estate will be handled according to your wishes. A gift to the California Fire Foundation in your will or living trust is a simple, flexible way to support the children and survivors of fallen firefighters.
How To Complete Your Gift:
1. Meet with Your Financial or Legal Advisor:
Whether you need to create a will or trust, or modify an existing will or trust, you’ll want to seek the help of your financial or legal advisor.
2. Select the Best Option for You and Your Family:
There are many types of charitable gifts from wills and living trusts:
- General: a designated amount of money, such as “$10,000”
- Specific: a specified item, such as a home, valuable item or shares of stock
- Percentage: a percentage of the value of your estate, such as “10 percent”
- Residuary: some or all of whatever is left of your estate after your specific gifts to family and friends
- Contingent: takes effect only in the event a gift to a family member or friend fails, e.g. if a loved one dies before you do
The include the California Fire Foundation as a beneficiary of your will or living trust, please share the following language with your advisor:
“I, [name], of [city, state, ZIP], give, devise and bequeath to the California Fire Foundation [written amount or percentage of the estate or description of property] for its unrestricted use and purpose.”
3. Let us Know of Your Plans:
Please inform us of your plans by completing this Letter of Intent. You can send the letter via email or snail mail as instructed in the form. We would also love to personally hear from you – we can be reached via email at firstname.lastname@example.org or phone at (800) 890-3213.
Please use the following information when including the Foundation in your plans:
Legal Name: California Fire Foundation
Address: 1780 Creekside Oaks Dr., Sacramento, CA 95833
Federal Tax ID Number: 68-0118991