The LEGACY-3W Club
"A Way to Live Forever
Through Successful Students"
Become part of the Legacy at College of the Desert as a way of ensuring quality education for future generations.
Mission
● To ensure quality education for future generations through the establishment of Charitable Trusts, Bequests and Wills.
● To help fulfill one’s personal desire to create a living legacy to support COD students.
Benefits of the Legacy Circle
● Invitations to private receptions and events with the COD President, Faculty, Artists and individuals of renown.
● Recognition in the Foundation’s publications.
● Knowing your gift continues to benefit the College
Possible Legacy Circle gifts are:
Adding COD to Your Will
It is very easy to add COD Foundation to your existing will. All that is needed is a letter (codicil) that becomes an addition to your present will. Your attorney can quickly and inexpensively create the codicil.
Bequest / Living Trust
A charitable Bequest may be specified in your Will. This can greatly save on estate taxes. Growth in asset values, longer life expectancies, and other factors make careful planning a must.
Charitable Gift Annuity
A Charitable Gift Annuity is an agreement in which the donor exchanges a gift of cash or securities for guaranteed, fixed income every year for the rest of their life. The Gift Annuity offers a number of advantages, including income for life, tax savings, and capital gains tax savings.
IRA Beneficiary
A tax-saving IRA gift made to support education at COD! A simple method for charitable giving is to designate the COD Foundation as a beneficiary on your Individual Retirement Account.
Life Insurance
Whole or Universal Life insurance can be given either outright or in trust. One simple method is to designate the COD Foundation as a beneficiary on your policy.
Specialized Gift Plans
Charitable Remainder Unitrust, Charitable Remainder Annuity Trust, Bargain-Sale and Pooled Income Fund
These are just some methods that can be used to establish a Bequest or Trust as a charitable gift to College of the Desert. They may provide significant tax benefits. However you choose to make your gift, even electing to designate it for a particular part of the institution, College of the Desert Foundation will honor your gift in perpetuity.
We recommend you obtain the advice of your financial, legal, and/or tax professional.
For further information please contact the
College of the Desert Foundation
760.773.2561
43-500 Monterey Ave • Palm Desert, CA 92260
foundation@collegeofthedesert.edu
Tax ID #95-3829219