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 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

• 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.  

Complete a letter of Intent form and contact:

Jeanne Lipson 

jeanne@cedarslife.org

(415) 526-1354

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:
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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

 “We joined the Legacy Circle to perpetuate Cedars in providing a wonderful life to those with developmental disabilities.”

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~ Carla Greenwald

“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.”

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~ 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

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