LEGACY/PLANNED GIVING

Family is perhaps the most precious thing to us here on earth. Entire lives are spent providing for their needs and protecting their future. It is an investment worth safeguarding, nurturing and building into a family legacy.

There are various ways that you can ensure that your legacy benefits Maryvale to the fullest extent possible including the following:

Establish a life income gift that pays you and/or other designated beneficiaries an income for life, such as charitable gift annuities and charitable remainder trusts, while allowing Maryvale to benefit from the residual principle at a later date.

• Give real estate to Maryvale allowing the organization to benefit from the sale or use of the property.
• Create a life estate wherein you own your property for the duration of your life. After death, the property avoids probate and automatically reverts to Maryvale.
• Leave monetary gifts by designating Maryvale in your will or living trust.
• Give to Maryvale through your life insurance.
• Name Maryvale as a beneficiary of your qualified retirement plan, including IRA, 401(k), 403(b), Keogh and SEP.

If you are interested in naming Maryvale as a beneficiary in your will or an estate planning instrument, your attorney will find the following information valuable:

Maryvale
Attn: Development Department
7600 East Graves Avenue
Rosemead, CA 91770

We are a 501(c)(3) organization incorporated in the state of California. Our tax identification number is 95-3889412.

Sample Bequest Language
I bequeath the sum of $____________ or ____% of my estate to Maryvale, Attn: Estate Planning, 7600 East Graves Avenue, Rosemead, CA 91770, to be used for its work in support of children and families.

If you have already included Maryvale in your will, please contact us at (626) 537-3359 so we can say “thank you.”