Leave a Legacy

The Community Foundation of San Joaquin

honors those who have made a lasting commitment to our community by recognizing them as Legacy Society Members who leave a gift through their will, retirement plan assets, life insurance, or any other sources.

Bequest by Will

A charitable bequest is a simple and easy way to make a gift to an organization. When you leave a gift to the Community Foundation of San Joaquin through a bequest you can designate the funds to the Foundation or to establish a fund in your name that will benefit the community for time to come and becomes your legacy of giving.

Charitable Trust

Establishing a charitable trust allows you to structure your charitable giving in a way to help you financially. A professional advisor can help establish and design your charitable trust to reduce estate taxes, preserve an inheritance and establish a legacy.

Charitable Gift Annuity

Making a sizable gift through a charitable gift annuity using cash, securities or other assets make you become eligible to take a partial tax deduction, and in addition, providing you a new income stream for the rest of your life.

To designate CFOSJ

as a beneficiary of a qualified retirement plan or other financial account, please use the following information:

CFOSJ’s full legal name: Community Foundation of San Joaquin, Inc.
CFOSJ’s permanent mailing address: 6731 Herndon Place, Stockton, CA 95219
CFOSJ’s federal tax identification number: #26-1476916

Information for Professional Advisers:

CFOSJ’s full legal name: Community Foundation of San Joaquin, Inc.
CFOSJ’s permanent mailing address: 6731 Herndon Place, Stockton, CA 95219
CFOSJ’s federal tax identification number: #26-1476916

CFOSJ is a registered 501(c)(3) nonprofit charitable organization. CFOSJ’s date of incorporation is April 13, 2008.

The Community Foundation of San Joaquin does not provide tax, legal or any other professional advice. All estate planning should be drafted by an independent attorney and/or professional adviser.