CREATE A LEGACY FOR FUTURE GENERATIONS OF SENIORS
Many supporters of The Redwoods have decided to make a legacy gift. By joining the Legacy Circle, you will ensure that seniors in Marin receive the best housing, care, and services—regardless of their income—for many years to come.
Many supporters of The Redwoods have decided to make a legacy gift. By joining the Legacy Circle, you will ensure that seniors in Marin receive the best housing, care, and services—regardless of their income—for many years to come."My life has been blessed, and the more you give, the more comes back to you. I can think of no better place than The Redwoods to leave a significant gift." --Claire McAuliffe, Legacy Circle member
Choosing the right planned gift depends on your personal circumstances and financial goals. The donation of a legacy gift can fulfill your philanthropic wishes and cost nothing during your lifetime. Best of all, you and your loved ones benefit from present-day gift planning. There are significant tax benefits, but more than that, you can support the future of causes that are close to your heart today. Your support through a planned gift will transform the lives of seniors for generations to come.
Please consult with your legal and financial advisers when considering a planned gift.
Ready to get started? Use this free estate planning resource, courtesy of FreeWill, to write a legal will at no personal cost and include the necessary language to support The Redwoods in your plans. In as little as 20 minutes, you can protect your loved ones, make a plan for the future, and, if it’s right for you, complete a lasting gift to The Redwoods.
“We named The Redwoods as a beneficiary in our will to make a difference to future residents of The Redwoods. The Redwoods epitomizes quality on every level.” --Chita and Richard Abbott, Legacy Circle members
If you’ve already included a gift to The Redwoods in your will or trust, please fill out this form to let us know!
Non-probate assets
Do you have an IRA, 401(k), life-insurance policy, or any other assets not included in your will? If so, these are called non-probate assets, and you must plan your beneficiaries for them separately. Use this online tool to make your plans and designate The Redwoods as a beneficiary of one or more of these assets.
Next Steps:
- To learn more about legacy gifts, to inform us of your intentions, or to ask questions, please contact Christian Mills at cmills@theredwoods.org or call us at (415) 383-1600 x267.
- Consult with your attorney or financial advisor on which strategy would work best to fulfill your philanthropic goals. Some planned giving strategies may have a greater tax benefit to you than others.
- If you decide to include The Redwoods in your plans, please use our legal name, address, and Federal Tax ID, and please notify us of your intentions.
Legal Name: The Redwoods, A Community of Seniors
Address: 40 Camino Alto, Mill Valley, CA 94941
Federal Tax ID Number: 23-7085414