If you would like to discuss any of these options, please feel free to contact:
John W. Mitchell, ED/CEO
Arden Wood, Inc.
445 Wawona Street
San Francisco, CA 94116
Telephone: (415) 379-2200
Many people want to avoid the expensive, public and drawn out process of probate by having a trust in addition to a will. Without a trust in place, the process of distributing your property is likely to be governed by state regulations under the jurisdiction of an impersonal officer of the court. The most thoughtful gift you can leave to those you love is a sound estate plan, and the most thoughtful kind of estate plan includes a trust.
An easy, direct way to provide for your best-loved charities is to change the beneficiary designation on an IRA or life insurance policy to the names of those organizations. When these assets are given to individuals (instead of charities), they are considered as taxable income to the recipients.
Information about estate planning is available in books, on websites, and through your attorney. If you would like help with this important process, please feel free to call our Development Office any time: 415-379-2104.
If you intend to include a bequest from your estate for Arden Wood, you and your legal counsel are welcome to use the wording and pertinent details provided below.
Sample bequest language for a specific cash distribution:
“And to Arden Wood, Inc., located in San Francisco, California, a 501(c)(3) charity organized under the laws of the State of California, I hereby give, devise and bequeath the sum of $__________, for its unrestricted use and purpose.”
Sample bequest language for a percentage of the whole or residue:
“And to Arden Wood, Inc., located in San Francisco, California, a 501(c)(3) charity organized under the laws of the State of California, I hereby give, devise and bequeath _____% of my estate, for its unrestricted use and purpose.”
Legal name: Arden Wood, Inc.
IRS Tax-Exempt Status: Arden Wood, Inc., is a charitable, tax-exempt 501(c)(3) non-profit organization.
Address of Principal Office: Arden Wood, Inc., 445 Wawona Street, San Francisco, CA 94116
Tax Identification Number: 23-7334055
Contact: John W. Mitchell, ED/CEO
Telephone: (800) 767-0003, ext. 2200 or (415) 681-5500, ext. 2200
The above information is not intended to constitute financial or legal advice. Consulting your financial advisor and/or legal counsel is recommended. For more information, please contact John Mitchell at (800) 767-0003 x2200 or .
Thank you! Your steadfast support is invaluable and greatly appreciated!
Arden Wood is a California religious nonprofit corporation and your gift is tax deductible to the extent allowed by law.