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Yolo Community Foundation

Board of Directors President
Mary Stephens DeWall
Vice President
Jim Rodgers
Jamie Madison
Paul Harder
Michael Campbell
Susan Collins
Joan Hogan
Charles Lacy
Nancy Shapiro
Mortimer Schwartz
Amy Wilson
Cath Posehn, Executive Director

Advisors Circle
Sandy Cordoza
Paul and Gail Casson
Alan Dismuke
Richard C. Dorf
Elly Fairclough
Mohini Jain
Mary Kimball
Paul Kolarik
Jim Lapsley
Jose Lopez Rivera
Freddie Oakley
John Pickerel
Lynnel Pollock
Irma Rodriguez
Dave Scheuring
Meg Stallard
Bob Young

Financial Advisors
Mark Sievers, Epsilon Financial Group
Bob Lew, Planning and Financial Advisors

Ways to Give

Gifts of any amount to an existing Foundation fund are always welcomed and valued. Or, donors may wish to establish their own fund. A modest administrative fee is charged for the services provided to these funds. Your gift may be made in one or more of the following ways.

A gift of cash is the simplest and most convenient way of giving to the Foundation. Cash can be given in the form of currency, checks, or money orders. Checks or money orders should be made payable to Yolo Community Foundation.

Gifts of appreciated securities provide considerable advantages to donors. When securities have been held for the required period of time, a donor can deduct the full fair market value of the gift and will avoid a capital gains tax on the appreciated amount of the securities.

Many donors have created funds within the Foundation through a bequest. Bequests to the Foundation are not subject to estate or inheritance taxes, thus ensuring the maximum benefit to your charitable fund.

Life Insurance
Gifts of life insurance allow donors to make sizeable gifts at relatively low cost. By assigning ownership of a life insurance policy to the Foundation, you receive an immediate tax deduction and eliminate the proceeds of the policy from your estate. All premium payments made by you thereafter will also be tax deductible, subject to Internal Revenue Service limitations.

Charitable Remainder Trusts
Charitable Remainder Trusts enable donors to transfer assets to a trustee to be held on behalf of specified beneficiaries during the trustís lifetime. You receive an immediate federal tax deduction for the year the trust is established, subject to Internal Revenue Service limitations. Distributions of income from the trust will be made to you and/or to other beneficiaries for the life of the trust. When the trust terminates, the proceeds will be used to create a charitable fund in your name or in any other name as designated in the original trust agreement.

Charitable Lead Trusts
A Charitable Lead Trust is the reverse of a Charitable Remainder Trust. This type of trust allows for payments to your charitable fund within the Foundation for a specified number of years. Upon termination of the trust, the principal is paid to you or any other non-charitable beneficiary you select. This vehicle is especially useful for property that has the potential to significantly appreciate.

Transfer of Charitable Trusts
The Foundation provides for the efficient and cost effective management of charitable trusts. Such arrangements enable a maximum flow of charitable dollars to the community.

Private Foundation Transfers
Maintaining a private foundation can be burdensome and costly. By transferring the assets of a private foundation to Yolo Community Foundation, you can benefit from tax and administrative benefits while retaining the original purpose and identification of your foundation.

Corporate Giving
Corporations can ease the administrative work required to manage their charitable giving program by creating a fund within the Foundation. All paperwork, acknowledgments, filing of government forms, and audits are handled by the Foundation. Corporations continue to receive recognition of their philanthropic generosity, unless anonymity is requested.

Contributions of Real Estate, Tangible Personal Property, Closely Held Stock, Patents and Copyrights, Surplus Business Inventory, etc. are other ways of creating a fund within the Foundation.