Gift Planning

One Gift, a Lifetime Investment

Meet your personal financial goals while making a difference in the future of Camerata Pacifica.

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Camerata Pacifica's Bequest Language

In order to make a bequest, please contact us at Camerata Pacifica. While an attorney can help you include a bequest to Camerata Pacifica in your estate plan we are happy to sit down with you to discuss the impact that your gift can make. We have provided some basic bequest language to assist you in creating the gift.

An excellent way for you to support Camerata Pacifica's mission is to leave us a bequest in your will, living trust or with a codicil. One significant benefit of making a gift by bequest is that it allows you to continue to use the property you will leave to charity during your life. Another benefit is that you are able to leave a lasting legacy creating a significant impact to Camerata Pacifica.

Types of Bequests

There are a number of ways you can make a bequest to Camerata Pacifica.

Specific Bequest. A specific bequest involves making a gift of a specific asset such as real estate, a car, other property or a gift for a specific dollar amount. For example, you may wish to leave your home or $10,000 to Camerata Pacifica.

Percentage Bequest. Another kind of specific bequest involves leaving a specific percentage of your overall estate to charity. For example, you may wish to leave 10% of your estate to Camerata Pacifica.

Residual Bequest. A residual bequest is made from the balance of an estate after the will or trust has given away each of the specific bequests. A common residual bequest involves leaving a percentage of the residue of the estate to charity. For example, you may wish to leave 30% of the residue of your estate to Camerata Pacifica.

Contingent Bequest. A contingent bequest is made to Camerata Pacifica only if the purpose of the primary bequest cannot be met. For example, you could leave specific property, such as a vacation home, to a relative, however the bequest language could provide that if the relative is not alive at the time of your death, the vacation home will go to Camerata Pacifica.

Bequest Benefits

A bequest is generally a revocable gift, which means it can be changed or modified at any time. You can choose to designate that a bequest be used for a general or specific purpose so you have the peace of mind knowing that your gift will be used as intended. Bequests are exempt from federal estate taxes. If you have a taxable estate, the estate tax charitable deduction may offset or eliminate estate taxes, resulting in a larger inheritance for your heirs.

Restricted Bequests

If you are considering a bequest but would like to ensure that it will be used for a specific purpose, please contact us. We would be happy to work with you to help you identify ways to give and meet your charitable objectives, while working with you on the language that will accomplish these goals.

If you are making a restricted bequest, we recommend that you include the following provision to give Camerata Pacifica flexibility should it no longer be possible for Camerata Pacifica to use your gift as you originally intended:

If, in the judgment of the Board of Directors of Camerata Pacifica, it shall become impossible for Camerata Pacifica to use this bequest to accomplish the specific purposes of this bequest, Camerata Pacifica may use the income and principal of this gift for such purpose or purposes as the Board determines is most closely related to the restricted purpose of my bequest.

Contact Us

Please contact us if you have any questions about how to make a bequest to Camerata Pacifica or to request any additional information that might be helpful as you consider making a legacy gift to us.

If you have already included a bequest for Camerata Pacifica in your estate plan, then thank you. Please contact us to let us know as we would like to personally thank you and recognize you for this generous gift.