LEGACY CIRCLE
Make the most lasting gift of all by remembering Cedars in your estate plans.
For over 100 years, Cedars has inspired individuals with developmental disabilities to reach for and achieve their dreams.
Through membership in Cedars Legacy Circle, you will help secure a strong and vibrant future for Cedars for the next 100 years. Planned gifts sustain our mission, while benefiting you and your heirs and leaving a lasting legacy of philanthropy.
"I plan to leave a generous gift to Cedars in my will because of what this wonderful organization has done for my sister, Toni. She has thrived here for the past decade. I want to honor the work that Cedars has done to transform her into an active member of an amazing community. The great thing about donating in my will is that it’s easy to donate cash, property or stocks, and my gift won’t affect cash flow during my lifetime. I encourage you to consider doing the same!"
~ Anna Rosen, San Francisco
To learn more about Cedars Legacy Circle, please contact
Jeanne Lipson, Development Director, at jeanne@cedarslife.org or at 415-526-1354
Ways to Join the Legacy Circle
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Bequests: You can make a bequest by simply naming Cedars in your will or trust. The gift may be for a specific dollar amount or a percentage of your estate. Or, you can leave a specific asset, such as real estate, to Cedars.
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Retirement Accounts: You can name Cedars as the partial or sole beneficiary of your IRA, 401(K), 403(B) or other retirement assets. This can be a tax-efficient and simple method to avoid income and estate taxes.
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Life Insurance: By giving Cedars an existing policy or naming Cedars as the partial or sole beneficiary of your policy, you can make a gift that is significantly larger than your out-of-pocket cost.
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You can make a gift through other tax-advantaged structures such as a Charitable Remainder Trust or a Charitable Gift Annuity. Your tax and estate planning professional can advise you on these more involved gift planning options.
Please note that Cedars does not provide legal or tax advice. You’ll want to consult with your attorney and tax advisor to help you with your estate planning.
If you have already included Cedars in your estate plans or intend to do so, please let us know so that we can thank you personally and welcome you to this special group of committed supporters.
Take the Next Step!
If you are ready to include Cedars in your plan, contact your legal advisor to get started. Here is the information you will need:
1.) Official Name: The Cedars Of Marin
2.) Mailing Address: P.O. Box 947, Ross, CA 94957
3.) Federal Tax ID number: 94-1606518
A Lasting Gift
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“We joined the Legacy Circle to perpetuate Cedars in providing a wonderful life to those with developmental disabilities.”
~ Carla Greenwald
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“Our profound gratitude for Cedars having provided a loving and supportive home for our son Rick for almost 50 years inspired us to join the Legacy Circle as our way of giving back.”
~ Mike & Carrie Drilling
Legacy Circle Members
The following individuals have thoughtfully joined the Legacy Circle, designating Cedars as a beneficiary in their estate planning:
Anonymous Donors
Douglas G. Adams Revocable Trust *
Ruth Dwight Adams
Jim Alpers Trust *
Antrobus Charitable Remainder Trust *
Barbie Bailard *
Burton Barnes
Mary and David Barter
Carol and Martin Beebee
Margaret, James, and Robert Brentano
Jane Brown Butler
Peter Cahill *
Lexie and Scott Clifford
Lee Diane Collins Vest
Deborah Ann Cooper
Jane Crocker *
Susan Crocker *
Larry and Ramona Curtis
Carrie and Michael Drilling
Margaret Ellis
Judy and Scott Erickson
Jennifer Fowler
Janet and Roger Freeburg
Karyl-Ann and James Gargan
Mary and Greg Gordon
Gail and Chuck Greene
Carla and Hank Greenwald
Maha Hamdan and Andrew Davis
Eloise A. and Edward A. Hootstein *
Harold Hyde and Family
Cathryn C. and Stuart T. Jenkins
Connie Johnson *
Suzanne Joy and Gary Johnson
Robyn L. Kirschner *
Elizabeth and Anthony Kjellgren
Jeanne and Stuart Korn
Stu Leeb *
Betty and Robert LeFevre
Elliot Levin
Jeanne and Michael Lipson
Stannye and Peter Llwellyn
Elizabeth and Steve McDermott
Barbara McGrath *
Brenda McIvor
Renee and Beryl Mell
Madeline Miller
Martha Miller
Hester Nau
Andree Owens Trust *
Connie and Silsby Pelissero
David Peterson
Holly Peterson
James Peterson
Michael Peterson
Peter G. Peterson *
Patricia Randolph
Elisabeth Reed
Ina Chun and Jefferson Rice
May Nanette Rice *
Michele and Michael Ritter
Anna and Mark Rosen
Jane and Terry Ross
Bernard and Ruth Roth
Kathleen Ryan
Helen and Fred Schwartz
Barbara Shell *
Sue Sherer
Margaret and Robert Sideroff
Lidia P. Smith
Stephen Shaw and Spencer Shaw
Debra and Richard Stutsman
Corrine and George Trendle *
Vivian Walter Trust
John and Barbara West
Cheryl White
Flora and Fred Wolf
* Posthumous.
List does not include individuals whose estate gift was received prior to 2010.
I was inspired to join the Cedars’ legacy circle after seeing the tremendous effect that Cedars has on the lives of participants. I was hooked after my first tour of Cedars’ programs and facilities, sincerely overwhelmed with the joy, love, artistic talent and happiness at every corner. Cedars has my heart forever! "
Debra Stutsman, San Anselmo
