Gift in Your Will or Living Trust
Deepen Your Connections
You want to leave money to The Redwoods in your will. You also want the flexibility to change your will in the event that life circumstances change. You can do both.
In as little as one sentence, you can complete your gift. This type of donation to The Redwoods in your will or living trust helps ensure that we continue our mission for years to come.
An Example of How It Works
Virginia was concerned about investing and managing her assets. She wanted to ensure that her assets would be professionally managed according to her wishes, even if she became unable to manage them herself.
She also wanted to pass her assets to her family and The Redwoods in a private and efficient manner. She met with her estate planning attorney who recommended a living trust.
With the trust, her assets are professional managed by a financial institution and she is able to provide for her family and make a future gift to The Redwoods. Virginia has peace of mind knowing that by including a gift to The Redwoods she helps future residents with their living and medical expenses.
Meet Tom and Martha. When they got married and created a will, they included a $75,000 gift to The Redwoods. As the family grew to include three children, Tom and Martha decided to revise their gift to ensure their children's future financial security.
They met with their attorney and revised the gift language so that The Redwoods received a percentage of their estate, instead of a specific amount. Tom and Martha now rest easy knowing their plans will provide for the people and charitable work they love.
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- Contact Robin Keating at 415-383-2741x267 or email@example.com for additional information on bequests or to chat more about the different options for including The Redwoods in your will or estate plan.
- Seek the advice of your financial or legal advisor.
- If you include The Redwoods in your plans, please use our legal name and federal tax ID.
Legal Name: The Redwoods, A Community of Seniors
Address: Mill Valley, CA
Federal Tax ID Number: #23-7085414
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