Legacy Circle

By joining Senior Legal Services’ Legacy Circle, you can ensure that capable, consistent, caring advocacy will be available for vulnerable seniors for years to come.

There are many ways to make a legacy gift. A few simple and inexpensive options include designating Senior Legal Services as a beneficiary in retirement accounts, life insurance policies and annuities, “in trust” accounts, bequests, and gifts that generate income for life. These are small changes that can make an important difference for the seniors we serve. View the Legacy Giving Options below and fill out the form to request more information about making a legacy gift to Senior Legal Services.

Gifts to Senior Legal Services can be made to support the greatest need or the general operations of the organization. If you have a specific purpose in mind, or have questions about a legacy gift, please contact us at (831) 426-8824 x19 so that we can fulfill your wishes.

This is the simplest way to leave a legacy for the most vulnerable seniors in our community. After you have taken care of your loved ones, add language such as the following to your will or living trust document: “I give (dollar amount or percentage of estate) to Senior Citizens Legal Services, 317 Soquel Avenue, Santa Cruz, CA 95062, Federal tax ID No. 94-2280258, to be used for the greatest need as determined by Senior Citizens Legal Services.”

This can be the most tax-efficient way for you to leave a legacy. Simply change or add a beneficiary of one of your retirement accounts to include Senior Citizens Legal Services, Federal tax ID No. 94-2280258, 317 Soquel Avenue, Santa Cruz, CA 95062. You may designate a percentage of assets remaining in the retirement account which will benefit vulnerable seniors in our community for years to come. This approach also avoids additional legal expense.

This approach provides you with potentially significant tax savings and a guaranteed income for life. You make a gift of as little as $25,000; you receive an immediate income tax deduction, a fixed annual income for life, and a legacy that will support Senior Legal Services and the vulnerable seniors we serve in perpetuity. For more information, and to set up your annuity, please contact your financial advisor or the Community Foundation of Santa Cruz County cfgifts@cfscc.org and designate Senior Citizens Legal Services as a beneficiary.

This irrevocable trust is established with assets such as cash, securities, or property in exchange for annual payments to the beneficiaries. The minimum funding is $100,000 with the charitable portion being tax deductible. This can also be established at the Community Foundation of Santa Cruz County cfgifts@cfscc.org or consult your financial advisor.

This is another easy way to leave a legacy. Simply name Senior Citizens Legal Services  of Santa Cruz County, EIN 94-2280258, as a beneficiary of your policy. Your estate will be entitled to an offsetting charitable deduction. You can also name us as owner and beneficiary of an existing or new life insurance policy. You will receive an immediate tax deduction that usually approximates the cash surrender value of the policy. All premium payments made thereafter are deductible as a charitable contribution.

As always, you should consult with your own advisors before making a final decision about which approach makes the most sense for you.

Senior Citizens Legal Services (DBA Senior Legal Services)
EIN: 94-2280258
Address: 317 Soquel Avenue, Santa Cruz, CA 95062
Phone: (831) 426-8824
Contact: Development Director, Ext. 19

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