PLANNED GIVING

There are three good reasons why you should have an estate plan: Your family, yourself and your community. 

 

Your estate plan gift to the Corte Madera Community Foundation will help build a strong heritage for Corte Madera and maintain the character of the town for future generations. It’s a way of giving back something to the community that has been an important part of your life.

 

Bequests of all sizes are welcome. You may make a bequest of cash, securities, or real estate by designating a specific dollar amount, a certain percentage of your estate, or a particular asset. 

 

A bequest is simple to arrange in consultation with your legal advisor. It is a revocable arrangement, enabling you to make alterations as your own circumstances change. Moreover, a bequest to the Corte Madera Community Foundation will qualify your estate for an estate tax deduction equal to the amount you bequeath.

 

The Foundation has an excellent working relationship with a highly qualified estate attorney, and we would be pleased to help you obtain whatever information you need. Your tax-deductible donation goes directly to projects in our town, generating benefits for many years to come.

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If you have any questions about bequests or want to meet with our estate lawyer about including the Foundation in your estate plans, please call 415-265-1105 or complete a contact form here.