Include Cal-IPC in your will or trust:
A gift in your will or trust is one of the easiest and most popular ways to remember Cal-IPC in your estate, protecting California’s living landscapes for future generations.
It only takes a short statement in your will or trust to set up a bequest. See our page with sample bequest language to help facilitate this straightforward process.
A bequest allows you to make a significant and meaningful gift today, while preserving your assets during your lifetime. It is revocable, so you can change the provisions of your will or trust at any time.
Types of Bequests
- Specific bequests – You describe exactly what you want to leave to a family member or charity. If you want to leave a specific dollar amount, or specific percentage of your estate, this is the type of bequest to use.
- Residuary bequest – This is a gift of all the “rest, residue, and remainder” of your estate after all other bequests, debts, and taxes have been paid.
- Contingency bequest – This type of bequest allows you to leave a portion of your estate to a particular charity if your named beneficiary predeceases you.
(Note that this is general information and is not presented as specific legal or tax advice. Please consult with your tax advisor or attorney on what options are right for you.)
Need more information? Contact Claire F. Meyler, Communications and Development Manager, at email@example.com or 510-843-3902 x310.