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Yolo Community Foundation



Board of Directors President
Mary Stephens DeWall
Vice President
Jim Rodgers
Secretary
Jamie Madison
Treasurer
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



Remembering Yolo Community Foundation In Your Estate Plan


There are many ways to include Yolo Community Foundation (YCF) in your estate plans, assuring that future generations of Yolo County residents’ needs are met.
  • Leaving a bequest to YCF in your will.
  • Naming YCF as a beneficiary of assets remaining in your living trust after your lifetime.
  • Naming YCF a beneficiary of your IRA, a qualified retirement plan, or life insurance policy.
  • Establishing a charitable gift annuity that will provide you with high and secure return for life along with substantial tax benefits. Annuity rates range from 6% (age 65) to 11.3% (age 90).

Above are a few examples of the ways to do estate planning with the Yolo Community Foundation in mind, and there are many others.

Most people who include gifts in their estate choose a simple bequest “I hereby bequest $_______ to Yolo Community Foundation, Tax ID 75-2971085.”

Please let us know if you’d like assistance in this process. We can help you or your accountant connect with professional in the field of estate planning.

The proper legal definition for Yolo Community Foundation is: Yolo Community Foundation, a not-for-profit institution, incorporated in California with a business address of
P.O. Box 1264, Woodland, CA 95776
Federal Tax I.D. 75-2971085