Many donors interested in supporting and enabling the long-term success of the camp and its charitable goals have considered making the camp a part of their Legacy planning as highlighted in some of the examples below. We have professionals available to us that have agreed to help guide you through this process. Drop us a note at Jerry@tuolmunetrails.org and we’ll introduce you
- Include the Camp as one of the beneficiaries in their Will. (This can be easily done in a new will that is being drafted or an amendment to a current Will.)
- Include the Camp as one of the beneficiaries in their Living Trust document. (This can be easily done in a new Trust that is being drafted or an amendment to a current Trust.)
An amendment to a current Will or Trust may need the assistance of your Estate attorney.
- Include the Camp as one of the beneficiaries of your IRA or Retirement Plan.
- (Request a Beneficiary change form from your current IRA/Retirement account Custodian.)
- Include the Camp as one of the beneficiaries of your Annuity Plan.
- (Request a Beneficiary change form from your current Annuity Custodian.)
- Include the Camp as one of the beneficiaries of your Life Insurance.
- (Request a Beneficiary change form from the Insurance Company.)
- Leave a Bequest to the camp of securities (stocks bonds, etc) or a share of Real Estate (Personal residence or investment property). Designate this gift in your Will or Living Trust.
We suggest you consult your Tax Accountant / Estate Attorney for assistance and advice on any of the above actions. Camp Tuolumne Trails is a registered 501(c)(3) nonprofit organization and any charitable contributions to the camp may be eligible for a tax deduction. (Please check with your tax advisor.)
If you are inclined to consider any of the above actions, please feel free to call us. We have Estate planning professionals and tax attorneys that have offered to help guide you through the process