Pay it forward
Plan now, give later. A Legacy Fund with NVCF lets you leave a charitable legacy through your estate to support the causes and organizations that mean the most to you. NVCF works with you and your estate planner to create a Fund that reflects your values and continues giving long after your lifetime. We’re here to steward your gift professionally in perpetuity.
Your trust is the greatest gift
A Legacy Fund at Napa Valley Community Foundation ensures that your charitable commitment will live on in the care of a steadfast partner. Donors trust us to steward their family’s legacy and continue their philanthropic values – and we strive to uphold that trust. Professional investment management, Board oversight and deep knowledge of the charitable sector ensure that your wishes will be honored faithfully and have lasting impact.
28 years of military service and a peaceful Napa Valley home inspired George and Gwendolyn Goodin’s legacy gift: a scholarship fund for Napa County veterans. What’s your inspiration?
Plan now, give later
Together, we’ll create a Fund agreement to reflect how you would like your Legacy Fund to operate – and we’ll share specific language to include in your estate plan. Your fund will be established when assets pass by gift from your estate, whether a set amount of cash, securities, or other assets, or the residue or a percentage. We will manage the Fund prudently and grant Funds annually to support the charities and causes you care about.
Let’s get creative
Your professional advisor knows your needs best, and we’re here to help you achieve them. Ask your tax professional or estate planner about creative gift planning options, including:
- Life Income Gifts: A charitable remainder trust can provide an annual distribution to one or more beneficiaries for life, and the remainder interest can create your Legacy Fund.
- IRAs: Retirement fund assets left to non-spouse beneficiaries carry hefty tax burdens, but IRAs listing your NVCF Legacy Fund as beneficiary pass free of estate and income tax.
- Insurance Policies: Your NVCF Legacy Fund can be the beneficiary of your life insurance policy or your can transfer the policy irrevocably to the Foundation, making future premiums eligible for charitable deductions.