Five Oaks Circle - Planned Giving Society
Planned Giving benefiting the Volcan Mountain Foundation
Please consider joining the Five Oaks Circle by keeping VMF in mind when making your estate plan. Your planned gift can include cash or property, or a percentage of the overall estate. We also encourage you to explore income tax savings techniques, such as lifetime gifts of appreciated stock and life income gifts, such as charitable remainder trusts and charitable gift annuities. These gifts can greatly help Volcan Mountain Foundation AND provide you with immediate tax savings.
For more information, call our office.
Please note that gifts of this nature should be carefully considered in relation to your comprehensive financial and estate plans.
We strongly recommend that you consult an attorney in the preparation of your will and to supervise its execution so as to comply with your state requirements. The following are examples for illustration only.
- When including a bequest provision in your will, always use the full legal name and provide the federal taxpayer identification number.
- Our full, legal name is: “Volcan Mountain Foundation”
- Our federal taxpayer identification number is: 33-0329894.
- Your planned gift to VMF can be in the form of specific amounts of cash or property, or as a percentage of the overall estate. You may also name VMF to receive the residue, or a portion of the residue of the estate.
Below is sample language for different ways to name VMF in your will or living trust.
A percentage of your total estate:
“I give [________%] of my estate to Volcan Mountain Foundation, a California nonprofit corporation, for the benefit of Volcan Mountain Foundation. Volcan Mountain Foundation’s tax I.D. number is 33-0329894”
The residue or a percentage of the residue of your estate:
“I give the residue of my estate [or ________% of the residue of my estate] to Volcan Mountain Foundation, a California nonprofit corporation, for the benefit of Volcan Mountain Foundation. Volcan Mountain Foundation‘s tax I.D. number is 33-0329894
A gift of a specific amount:
“I give [$________] to Volcan Mountain Foundation, a California nonprofit corporation, for the benefit of Volcan Mountain Foundation. Volcan Mountain Foundation‘s tax I.D. number is 33-0329894”
A gift stock, bonds, or mutual funds:
“I give [________ ] shares of [XYZ stock, bond or mutual fund] to Volcan Mountain Foundation, a California nonprofit corporation, for the benefit of Volcan Mountain Foundation. Volcan Mountain Foundation’s tax I.D. number is 33-0329894”