Planned Giving – Your Chance to Leave a Legacy and help
“Fund the Future of Your Fairgrounds”
Those who care about preserving the success and vitality of the Santa Cruz County Fairgrounds have the power to strengthen and protect this important asset today, tomorrow, and beyond by making a Legacy Gift to the Santa Cruz County Fairgrounds Foundation. The Foundation is a 501(c)(3) charitable organization whose vision is to ensure a vibrant, healthy Santa Cruz County Fairgrounds.
Preserving our Fairgrounds for Future Generations: For our Foundation, a Legacy Gift is a future gift that helps us meet our long-term goals and enhance our mission. It’s a lot like planting a fertile field today so that others can enjoy its bounty tomorrow.
It’s really easy!
- You can name the Fairgrounds Foundation in your will or living trust.
- You can name the Fairgrounds Foundation as a beneficiary of your insurance policy or retirement plan
- You can set up charitable gift annuities, charitable remainder trusts and many other options with the help of your financial advisor.
Benefits to Legacy Gift Donors. For donors, Legacy Gifts use estate and tax planning to provide for your favorite charities and heirs in ways that maximize the gift and/or minimize its impact on your estate. You can choose between two options:
- Project Legacy: Your gift (bequest) allows for the Fairgrounds Foundation to use the entire amount for projects when the bequest is received.
- Endowment Legacy: Your gift (bequest) will be invested forever with the Community Foundation Santa Cruz County and provide a perpetual steam of interest income for use by the Fairgrounds Foundation.
Legacy Club: Donors who let us know they’ve made provision for the Fairgrounds Foundation in their will and/or through planned giving instruments are invited to become members of the Foundation Legacy Club.
Questions? Please contact Executive Director Jeannie Kegebein at 831.786.9698.
Suggested Wording for Legacy Gifts:
For Project Legacy Gifts for Immediate Use for Needs or Projects of the Santa Cruz County Fairgrounds Foundation –
I give to Santa Cruz County Fairgrounds Foundation, (Tax ID# 20-0385058), a California not-for-profit corporation located at 2601 East Lake Avenue, Watsonville
[______ percent of my estate, or of the residue of my estate; the sum of $_________ dollars; the following described property; the proceeds of the sale of described property; etc.] to be used in such manner as its Board of Directors may direct.
For Endowment Legacy Gifts to the Santa Cruz County Fairgrounds Foundation–(funds invested forever with the Community Foundation Santa Cruz County from which the Fairgrounds Foundation receives interest annually)
I give to Santa Cruz County Fairgrounds Foundation, (Tax ID# 20-0385058), a California not-for-profit corporation located at 2601 East Lake Avenue, Watsonville [_____percent of my estate, or of the residue of my estate; the sum of $_________dollars; the following described property; the proceeds of the sale of described property; etc.] to become a part of the Santa Cruz County Fairgrounds Foundation Endowment Fund. Income from the fund shall be used in support of the general operations of the Santa Cruz County Fairgrounds Foundation.
Suggested Beneficiary Designation Wording (for Retirement Accounts and Life Insurance Policies) –For Legacy Gifts for Current Needs or Projects of the Santa Cruz County Fairgrounds Foundation-
Legal Name: Santa Cruz County Fairgrounds Foundation
Tax ID Number: 20-0385058
Mailing Address: P.O. Box 1806, Freedom, CA 95019
Telephone Number: 831.786.9698
For Endowment Gifts to the Santa Cruz County Fairgrounds Foundation –
Legal Name: Santa Cruz County Fairgrounds Foundation Endowment Fund
Tax ID Number: 20-0385058
Mailing Address: P.O. Box 1806, Freedom, CA 95019
Telephone Number: 831.786.9698