Legacy Fund

Contributions are planned from a future source such as a will, trust, retirement account, or insurance policy.

Visit our Giving Legacy website for more resources.

Charitable Remainder Trust

• An irrevocable trust in which donors transfer cash or assets to a trust from which they are entitled to receive income payments annually for life or a defined period (not to exceed 20 years)
• LBCF is named as the beneficiary of any funds remaining upon the death of the donor

Charitable Gift Annuity

• A contract between a donor and LBCF, whereby the donor transfers cash or property to LBCF in exchange for a partial tax deduction and a lifetime stream of annual income from LBCF. The amount of the income stream is determined by many factors including the donor’s age and LBCF policy
• When the donor dies, the remaining assets accrue to LBCF

Legacy Fund

• Parameters are outlined with a Memorandum of Philanthropic Intent which is referenced in a will, trust, or another funding source. The fund is officially established when funds are received upon the death of the donor

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Visit our Legacy website for extensive gift planning resources or contact us at (562) 435-9033.