Ensuring Help for Our Clients into the Future

legacyCircle

The Legacy Circle was created to support Angel View's long-term mission of providing services through generous philanthropic estate gifts and grants. Angel view is proud to acknowledge and steward estate gifts made by supporters who become members of the prestigious Legacy Circle. Members can be recognized by the name of the donor or donors, in honor of or in memory of loved ones, or anonymously. See why one couple joined!

There are many ways you can contribute to Angel View now and in the future. All will assist children and adults with disabilities; several may provide beneficial tax consequences. Please contact your legal and tax professional for full details. To discuss bequests, trusts or gifts with Angel View, please contact (760) 329-6471 or via email at info@angelview.org.

People sometimes call us to say they would like to leave all of their household goods to Angel View. We appreciate the generosity! In order to accomplish that goal, the gift would need to be stated in a will or living trust (please see below).

Some of the most common types of Planned Gifts are:

Charitable Remainder Trusts
A charitable remainder trust enables a donor to transfer cash or assets, especially appreciated assets, to a trust and receive income for life. The named charity receives the benefit of the cash or assets.

Charitable Lead Trusts
The reverse of a charitable remainder trust, the charitable lead trust pays an annuity or a unitrust amount to Angel View for the term of the trust. The remainder is paid to the donor or a named beneficiary.

Life Insurance
Donors can name Angel View as a death beneficiary on a life insurance policy or transfer ownership of a policy to Angel View.

Outright Contributions
An outright gift of cash, securities, property or other assets may entitle you to receive a charitable deduction.

Will or Living Trust Bequests
You may leave a bequest of cash, household goods, stocks and bonds, or properties to Angel View in your will or living trust. Doing so may enable you to take advantage of the unlimited estate tax deduction for property that passes outright to a charity.

Jamie

Jaime’s Story

A frantic mother of two lost her vital records in a fire. Her son Jaime, 6, has a severe form of spina bifida, a type of birth defect. He needed prescriptions refilled, but without her Medi-Cal card and information, the pharmacy couldn’t fill them.

Angel View Outreach helped her navigate the system to reinstate her benefits. We also helped her access resources, enrolled Jaime in our mileage reimbursement program so he wouldn’t miss important appointments with his specialists, and used a mini-grant to cover the gap cost of medication he needed right away. Helping kids avoid medical emergencies is a key program goal.