Legacy giving is a great way to support CBE’s mission to improve the health and environment of communities throughout California, while providing tax benefits to you—including reduced income, gift estate or capital gains taxes.
You have several options:
- Bequest: By making a gift to CBE in your will the full amount of your donation comes to us, and your heirs benefit from a reduction in estate taxes.
- Beneficiary Designation: You can designate CBE as a beneficiary of your insurance policy, retirement plan or financial account and reduce the estate tax burden on your heirs while supporting CBE’s mission after your lifetime.
- Life Income Gifts: These include charitable annuities, charitable remainder trusts, and pooled income fund gifts, which provide you with a guaranteed income and CBE with a reliable source of funding.
To learn more about your legacy giving options today, please contact Russell Jensen, Finance & Operations Director, at 323-826-9771 ext.110 or firstname.lastname@example.org.