Planned Giving Details

YOUR GIFT WILL MAKE A DIFFERENCE FOR GENERATIONS

Making a lasting difference may be easier than you realize. With very simple language in your will or trust, you can support Dream Quest and the work you believe in. We hope that you will consider Dream Quest in your planned giving. You will help change lives and have the gratitude of many local youth and their families. Just a small effort on your part can make a big difference in a young life. A gift like this won’t affect your lifestyle and it will make a meaningful difference in the lives of children.

A gift through your will or living trust costs you nothing now but provides support to us after your lifetime. The gift offers flexibility and can be structured to fit your personal situation. The gift is revocable, so you can change your mind at any time should your circumstances change. You can make a gift of cash, marketable securities, real estate, or personal property such as art or jewelry. Or you can simply give a percentage of your estate. When you take the small step of naming Dream Quest as a beneficiary of your will, trust, checking, saving or investment accounts you ensure that future generations of young people have the enriching experiences that Dream Quest makes possible.

If you need help please let us know. You can contact your bank or investment advisor to ask what is needed to make Dream Quest an account beneficiary or add a gift to your will or living Trust. Humboldt Area Foundation can provide professional charitable planned giving and estate planning assistance and referrals. They can help with precise language for your will or living trust; or actually create a fund agreement and description for you to keep in their files so your exact wishes can be followed.

Here is some sample language that you can use:

To give a gift of something specific:

"I give, devise and bequeath to Dream Quest 100 Country Club Drive, Willow Creek, CA 95573 tax ID 68-0477682

1) The sum of $_____________." Or

2) __________% of my estate." Or

3) __________shares of stock in _______________Company." Or

4) My real property, parcel number #____________, located at____________________________."

To give a gift of the residual (that which remains after of all other expenses and gifts have been satisfied).

"I give, devise and bequeath to Dream Quest 100 Country Club Drive, Willow Creek, CA 95573 tax ID 68-0477682 [all or a percentage] of the residue of my estate."

To give a Contingent gift if your other beneficiaries do not survive you.

"In the event that [name of beneficiary] does not survive, I give devise and bequeath the decreased beneficiary’s gift to Dream Quest 100 Country Club Drive, Willow Creek, CA 95573 tax ID 68-0477682.