Planned Giving

Planned giving can benefit you and your loved ones, while at the same time making it possible for you to make a more significant gift than you may have thought possible to support the work of the 4-H Youth Development Program.

A properly drafted will or other planned giving devices (such as a Charitable Lead Trust) can minimize estate settlement costs and taxes, ensure that your property is managed the way you want, and provide for your spouse, children and grandchildren. Your will can also be a flexible way to help 4-H to serve young people across California after your family's needs have been met.

Some assets, such as a qualified retirement plan or defined benefit plan that remains after your lifetime, are not transferred through a will. Often, a retirement plan is a pre-tax asset and, when transferred to a beneficiary, is subject to estate tax as well as income tax. Naming the California 4-H Foundation as the beneficiary of your qualified retirement plan may be advantageous and financially judicious. Usually all that is required is to name the Foundation on the beneficiary line when you sign up for your retirement plan, or to modify your current election by notifying your plan administrator.

For more information on planned giving, please contact:

California 4-H Foundation
Attn: Annette Leeleand
PO Box 73673
Davis, CA 95617

Phone: 530-754-0455
E-mail: aleeland@ucdavis.edu