Giving

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 intellectual and 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. 

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

  • 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.

  • 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.

  • 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.

  • 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.  

Complete a letter of Intent form and contact:

Jeanne Lipson 

jeanne@cedarslife.org

(415) 526-1354

A Lasting Gift

"My brother Mike, one of five boys from a very close-knit family, has been at Cedars since 2007. When we found Cedars, I thought about when we all went away to college and had life-changing experiences living among our peers. Mike was always envious of that, and now he has that and more. He is thrilled with all the social activities and life in a larger community. Cedars has a formula that works – a vision, commitment and real stability for Mike and our family. In the face of state budget cuts and rising costs, I know that legacy gifts are absolutely critical to Cedars own long-term stability and that of siblings and extended families after us so I’m happy to be part of Cedars Legacy Circle. " 

                           

Steve M. , Los Altos, California

"Cedars has been the home of our son, Tony, for more than 60 years – and, even more importantly, has become his family, too.  It’s just amazing to see Tony’s growth!  With Cedars help, he has discovered his creative talents as a working artist and has won awards in juried shows.  We are so proud of him.  

 

Because we are enormously grateful, our family has named Cedars as a beneficiary of our estate plan, and we encourage other families to join us. We want to ensure a secure future for Cedars, all of its families and the children we have yet to meet."

Harold H., Watsonville, California

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

Roma Barnes

Mary and David Barter

Carol and Martin Beebee

Jane Brown Butler

Peter Cahill *

Lexie and Scott Clifford

Lee Diane Collins Vest

Jane Crocker *

Susan Crocker *

Larry and Ramona Curtis

Carrie and Michael Drilling

Margaret Ellis

Judy and Scott Erickson

Jennifer Fowler

Janet and Roger Freeburg

Mary and Greg Gordon

Gail and Chuck Greene

Carla and Hank Greenwald   

Harold Hyde and Family

Connie Johnson

Suzanne Joy and Gary Johnson

Robyn L. Kirschner *

Elizabeth and Anthony Kjellgren

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 *

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 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 R., San Francisco, California

Since 1919, Cedars has been inspiring individuals with intellectual and developmental disabilities to lead creative, productive, and joyous lives.

Cheryl White

Associate Executive Director

Tel: (415) 526-1352

email: cheryl@cedarslife.org

(415) 454-5310

info@cedarslife.org

Cedars

PO Box 947

Ross, CA  94957

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Jeanne Lipson

Director of Development

Tel: (415) 526-1354

email: jeanne@cedarslife.org

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