(209) 223-3015

PLANNED GIVING

Planned giving is a way for you to ensure that the causes you believe in will continue after your lifetime.

Thank  you for considering Common Ground Senior Services in your planned giving.  Including Common Ground in your estate and financial planning helps ensure the future of our organization and makes it possible for us to continue  providing quality services and support for seniors in need living in our community.

Bequest

Naming Common Ground Senior Services as a beneficiary of your estate ensures that seniors living in Amador or Calaveras counties continue to receive nutritional support, transports, and other services they need.  Your charitable bequests also help reduce the size of your taxable estate, resulting in potential estate tax savings. 

All that is need is a short statement added to your will or trust:

“I give, devise and bequeath to Common Ground Senior Services, Inc, tax ID #68-0463039, located at 229 New York Ranch Road, Jackson, CA 95642   (the sum of $ desired gift amount; or state a percentage of you residuary estate; or designate real and personal property, including exact location, to be used as the Board of Directors deem advisable for the benefit of seniors served and supported by Common Ground Senior Services)”.

NOTE: This is merely suggested wording; please check with your attorney or estate planning professional when preparing legal documents.

Endowment Gifts

A gift for endowment shows your commitment to Common Ground Senior Services.  It is maintained in perpetuity and only the income is spent for the purposes specified by you.  An endowment usually bears the name of the donor and is a testament to your generosity for years to come.

IRA Rollovers

A IRA Charitable Rollover allows you to  make donations directly to charitable organizations like Common Ground from you IRA without counting it as part of your AGI and, consequently, without paying taxes on it.

The total combined charitable IRA Rollover contributions you can make in any one year cannot exceed $100,000.  Distributions can only be made from traditional Individual Retirement Accounts or Roth IRAs.  Distributions must be made directly from the IRA trustee payable to Common Ground Senior Services, Inc. 

Stock Gifts

A gift of marketable securities has immediate benefit to Common Ground Senior Services and seniors we serve.  Gifting long-term appreciated securities allow you to save taxes in two ways; you receive a charitable gift deduction and avoid possible capital gains taxes. 

If you are interested in making a gift of marketable securities, please contact Elizabeth Thompson at (209) 223-3015.  

Please use the following address for your planned giving designations:

Common Ground Senior Services, Inc.
Attention: Elizabeth Thompson
229 New York Ranch Road
Jackson, CA 95642
Tax ID#: 68-0463039

If you have questions or would like more information about Planned Giving, please contact your estate attorney or investment professional.