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GiftPlanning

ONE gift,a lifetime investment

Our mission is to secure the financial future of Noah Homes and share our exceptional model of care globally.

In California alone, there are more than 350,000 people with developmental disabilities. Within this underserved population, people with Down syndrome are nearly 6 times more likely to develop Alzheimer's disease than people who do not have Down syndrome.

At the same time, according to the County Welfare Directors Association of California and Regional Council of Homelessness, older adults are the fastest-growing segment of California's homeless population, with nearly half of unhoused older people experiencing their first episode of homelessness after age 50.

We need more housing and services for more people in more places, and we need it yesterday. You can help us achieve our dream by donating to our Foundation.

Gift Planning

You are at: Planned Giving > Gift Options > How to Give > Bequest

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Charitable Bequest

A charitable bequest is one of the easiest and most flexible ways that you can leave a gift to Noah's Ark Angel Foundation that will make a lasting impact.

Flowchart: Donor leaves property through will or trust to family and NAAF.

Benefits of a bequest

  • Receive an estate tax charitable deduction
  • Reduce the burden of taxes on your family
  • Leave a lasting legacy to charity

How a bequest works

A bequest is one of the easiest gifts to make. With the help of an attorney, you can include language in your will or trust specifying a gift to be made to family, friends or Noah's Ark Angel Foundation as part of your estate plan, or you can make a bequest using a beneficiary designation form.

Here are some of the ways to leave a bequest to Noah's Ark Angel Foundation

A bequest may be made in several ways

  • Percentage bequest - make a gift of a percentage of your estate
  • Specific bequest - make a gift of a specific dollar amount or a specific asset
  • Residual bequest - make a gift from the balance or residue of your estate
Sample bequest language

Contact us

If you have any questions about leaving a bequest to us, please contact us. We would be happy to assist you. If you have been so generous as to include a bequest to Noah's Ark Angel Foundation as part of your estate plan, please take the time to let us know. We would like to recognize you and your family for your generosity.

Additional Information

The method used to make a bequest will depend on the kind of gift you choose to leave to Noah's Ark Angel Foundation.

Bequests of real estate, personal property, business interests and cash are typically made by way of a will, revocable trust or even a simple codicil to your current estate plan. Your estate-planning attorney can assist you in preparing the necessary papers for you to complete the bequest.

Other bequests, such as those involving retirement assets, insurance policies, bank accounts and stocks and bonds, are typically made by completing the appropriate beneficiary designation form. Simply contact your retirement plan administrator, life insurance company, bank or investment broker and ask them to send you the appropriate "beneficiary designation" or "payable on death" form. To complete your bequest, you will need to complete and sign the form and then send it back to the person who originally sent the form to you.

The last step in leaving any bequest involves the transfer to charity. When you pass away, the bequest property will be transferred to Noah's Ark Angel Foundation. The full value of this gift will be transferred tax-free and your estate will receive an estate tax charitable deduction.

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