PLANNED & LEGACY GIVING

The Foothill Unity Center Legacy Circle Society honors those who desire to leave a lasting legacy to ensure the mission and vision of the Center continues and thrive for generation. Your charitable gift can provide tax savings, or future income. You can donate gifts of cash, equity, appreciated securities/stock, remainder trusts and more. See below for more ways to include us in your estate plan.

Donor-Advised Fund (DAF) allows you to direct a tax-smart grant to Foothill Unity Center or include us as a DAF beneficiary. Make an immediate impact with a quick and simple click below.

Please note: The following information: Foothill Unity Center (Tax ID #95-4310817), 790 W. Chestnut Ave., Monrovia, CA 91016

For additional information please contact: Julie@Foothillunitycenter.org

The information on this website is not intended as legal or tax advice.  Please consult an attorney or tax advisor for such advice.

Donor-Advised Fund (DAF) provides an immediate tax benefit by allowing you to direct a grant to Foothill Unity Center or include us as a DAF beneficiary in the most efficient and seamless way. Make an immediate impact with a quick and simple click below – which will automatically find your fund and automatically pre-populate your information. 

Please note: The following information: Foothill Unity Center (Tax ID #95-4310817), 790 W. Chestnut Ave., Monrovia, CA 91016

The Qualified Charitable Distribution (QCD) allows you to give from your retirement account once you reach age 70.5. You can transfer funds directly from your IRA to Foothill Unity Center tax-free, without it ever adding to your taxable income.

Once you reach Required Minimum Distribution (RMD) age (73 or 75), the QCD will also satisfy all or part of your mandatory annual Required Minimum Distribution (RMD).

Congress has enacted a permanent IRA charitable rollover. As a result you can make an IRA rollover gift this year and in future years.

You transfer your cash or appreciated property to FUCI in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.

You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.

You transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.

You fund a trust that makes gifts to us for a number of years. Your family receives the trust remainder at substantial tax savings.

You give a portion of your property to us to fund a charitable remainder trust, when the property sells you receive cash and income for life.

You designate FUCI as the beneficiary of your asset by will, trust or beneficiary designation form.

You can designate FUCI as a beneficiary of a retirement, investment or bank account or your life insurance policy.

Gifts to endowment are an investment in the long-term financial health of FUCI. Endowment funds are held in long-term investments with the principal remaining untouched, which creates a permanent source of revenue for the Center. An endowment fund is structured to grow over time through reinvestment of interest and dividends earned. To name an endowment, a minimum gift requirement of $25,000 is required. Endowment funds are essential to the long-term fiscal health of the Center because they serve the FUCI in perpetuity. Call: 626-358-3486

Endowment funds at FUCI:

  • Benefit future generations.
  • Leave a lasting legacy that is forever linked with FUCI.
  • Can be designated for a specific purpose, program.
  • Are professionally managed.

Donating appreciated real estate, such as a home, vacation property, undeveloped land, farmland, ranch or commercial property can make a great gift to our organization.

Donating part or all of your unused retirement assets such as a gift from your IRA, 401(k), 403(b), pension or other tax-deferred plan is an excellent way to make a gift to our organization.

A gift of your life insurance policy is an excellent way to make a gift to charity. If you have a life insurance policy that has outlasted its original purpose, consider making a gift of your insurance policy. For example, you may have purchased a policy to provide for minor children and they are now financially independent adults.