Planned Giving - Cazadero Music Camp

There are many ways to support Cazadero Music Camp beyond just writing a check. While current gifts of cash are always welcome, there are many other ways to give which can bolster our long term financial stability and offer you unique tax benefits.

Planned Giving refers to the many ways to plan your giving into the future; a way for you to leave a legacy that benefits future generations of young musicians. Planned Giving can be simple as in a single sentence bequest or more complex such as a charitable trust or retained life estate. You don’t have to be wealthy to make it worth doing.

If you think you might like to leave a legacy of positivity by helping to maintain a place for children to share in music and nature then read about some common ways to create future gifts below.

We are happy to talk with about this at any time, contact us.

Ways to Create Future Gifts

Bequests

Make a gift to benefit Cazadero Music Camp in the future with as little as one sentence in your will or trust. Your gift can be funded with almost any assets in your estate, including cash, properties, stock, and more. You can designate the gift to the program or area of your choice.

Sample Bequest Language:
I hereby bequeath _____ to the following 501(c)(3) nonprofit foundation: Cazadero Performing Arts Camp, P.O. Box 7908, Berkeley, CA, 94707, Tax ID 68-0350642. These funds are to be used for __________.

Beneficiary Designations

Making Cazadero Performing Art Camp a beneficiary of your retirement plan, life insurance policy, or commercial annuity is one of the easiest gifts to make. You don’t even have to modify your will or trust.

There are 3 simple steps to make this gift. Please contact us at 510-527-7500 with any questions, or to let us know you have made a gift.

Contact your retirement plan administrator, insurance company, bank or financial institution for a change-of-beneficiary form.
Decide what percentage (1 to 100) you would like us to receive and name us, along with the percentage you chose, on the beneficiary form.
Return the completed form to your plan administrator, insurance company, bank or financial institution.

Charitable Remainder Trusts

Charitable Remainder Trust (CRT)

When placing funds in a CRT, you convert under-utliized assets into an income stream for you or someone you choose, the remaining funds at trust termination will go to Cazadero Performing Art Camp and you may see a significant tax deduction during your lifetime. Fund your trust with cash, properties, stock, retirement plan assets, and more.

A Charitable Remainder Trust is a win-win gift, benefiting you or your loved ones now, and benefiting Cazadero Performing Arts Camp later. Contact us at 510-527-7500.

Retained Life Estate

Want to donate your home but you would like to continue using it? This gift will allow you to live in your home for your lifetime, but donate it to Cazadero Performing Arts Camp after your lifetime. You continue to pay real estate taxes, maintenance fees and insurance on the property. Cazadero would not actually take possession of the residence until after your lifetime. This is an irrevocable gift, so you would qualify for a federal income tax charitable deduction for a portion of your home’s value, which could be very significant. Contact us at 510-527-7500.