LEAVE A LEGACY
Make A Difference in the lives of Ventura and Santa Barbara County families and leave a lasting legacy with a commitment of a planned gift to the Central Coast Alliance United for a Sustainable Economy (CAUSE.)
Determining what gift is right for you and your family is just as important as making the gift. Giving options are varied and can be personalized to suit your goals and desires.
With thoughtful gift planning you can ensure the sustainability of CAUSE, its mission and vision while fulfilling personal objectives and ensuring your family’s financial future. Including CAUSE in your financial, tax or estate planning will enable low-income working families a just standard of living for many years and generations to come.
Seven Generations Giving Circle
The most common form of planned giving is a gift made through a donor’s will. Members of the Seven Generations Giving Circle make significant contributions by including CAUSE in their estate planning in the form of a bequest or as a residual beneficiary after the payment of bequests to others.
CAUSE has dedicated itself to embracing the vision of the Iroquois Indian belief in the value of honoring Seven Generations. Acknowledging that we stand on this earth supported by seven generations of ancestors before us, we are all responsible for seven generations of descendants that follow us. Pledging to keep this ideal at our forefront of any planning, CAUSE invites the community’s participation in building a sustainable organization that can meet this enlightened challenge.
Bequest by Will
Including CAUSE in your will may be the best way to make a meaningful gift that allows you to retain your assets for your lifetime.
Life Insurance can be purchased through a personal agent or through your place of employment. By making CAUSE a beneficiary of your policy you can leave a significant gift for your community. Insurance can also be purchased in CAUSE’s name, the premium amount is donated to CAUSE (generating a significant tax benefit for the donor) and CAUSE will pay the premiums for the policy.
- You can often receive substantial savings in income, gift and estate taxes.
- Your gift can be tailored to your needs and objectives.
As with all significant financial transactions, expert assistance should be enlisted. CAUSE will gladly assist you with any professional resources you may need.
Wording for making a donation of a specific amount:
“I give to CAUSE (Central Coast Alliance United for A Sustainable Economy), a California not-for-profit corporation that is recognized as exempt from tax under Section 501 (c)(3) of the Internal Revenue Code, with its principal office located at 2021 Sperry Ave., Suite 9,, the sum of $___ to be used for its general purposes.”
If you are interested in CAUSE's planned giving program or would like more information, please contact Stanley Tzankov, Donor Relations Manager: [email protected] / 530-219-1348