Making a difference with a Planned Gift

- can be endowed (paying out in perpetuity) or expendable (paying out over a limited time).
- is not payable until death, so it does not affect your assets or cash flow during your lifetime.
- is revocable—you can change the provisions in your fund agreement at any time.
- is private—your fund agreement is not filed or made public until your death.
Call the Community Foundation of Mendocino County to plan your giving.
The decisions around Legacy Giving are important and can be detailed and complex. A one-on-one discussion with the professional staff at the Community Foundation of Mendocino County is the fastest and most reliable way to get answers to your questions about Legacy Giving. Call Megan Barber Allende to have all your questions answered. (707) 468 9882 http://www.communityfound.org/for-donors/legacy-giving/
The Endowment Fund
The Ukiah Valley Trail Group is pleased to announce we have set up an “Agency” fund with the Community Foundation of Mendocino County. The newly created Ukiah Valley Trail Group Endowment Fund was created with an initial deposit of $15,000 for the purpose of establishing an endowment from which interest returns will be used to support the mission of the UVTG. The UVTG Board of Directors have established a policy of contributing 10 percent of annual donations or two thousand dollars per year, which ever is greater, to the fund. Although the funds are available at any time at the boards request, the board has set a goal to build the fund to at least $100,000 before tapping into any of the interest or capital.
Tim Pletcher