Your Legacy Lives Through Living Jazz

As Living Jazz continues to move beyond four decades of operations, we look towards the next 40 years with excitement and a clear path towards our future.

More and more Living Jazz supporters have included us in their will or estate plans. We ask you too, to become a vital part of the future of Living Jazz by making a legacy gift. The Living Jazz Legacy Circle will help ensure that future generations will continue to benefit from the work of Living Jazz and our on-going commitment to transform lives through music. No gift is too large or small.

Planned Giving can help you reach your personal philanthropic or estate goals, can provide tax deductions (capital gains and others), and help reduce tax burdens on your loved ones. We encourage you to consult with your financial advisor, estate attorney, or tax accountant when deciding the most optimal way to leave a legacy gift.

By letting us know you have made a legacy commitment to Living Jazz, we will recognize you as a member of the Living Jazz Legacy Family. Your membership will be acknowledged in our materials and you will be invited to special Living Jazz events. By demonstrating this commitment to Living Jazz, you will inspire others to do the same. You may also decide to remain anonymous.

If you have included Living Jazz in your legacy plan or would like more information, please contact Lyz Luke, Executive Director, at (510) 858-5313 or lyz@livingjazz.org.

There are various avenues of Legacy Giving. We have included some of these options below to help you make this important decision.

FORMS OF GIVING

There are many avenues of giving when considering a legacy gift.

The following gifts can be given to Living Jazz by simply identifying us in a beneficiary form (or “payment on death” form obtained by the provider of service.

Life Insurance

Savings or checking account

Stocks and bonds

IRA or Pension Plan

Donor Advised Fund

Commercial Annuity

Did You Know?
Did you know that you can satisfy your required IRA minimum distributions for the year with a direct contribution to Living Jazz? If you are at least 70½ years old, you can make a qualified charitable distribution from your tax-deferred IRA. This convenient and beneficial option was recently confirmed as a requirement by the IRS. See irs.gov for details.

Charitable Bequest

Your charitable bequest will provide a foundational pathway to the future of Living Jazz allowing generations to come the chance to benefit from our work.

You may choose to make a specific charitable bequest or a residual bequest.  A specific bequest identifies a specific amount, a specific percentage, shares of stock or actual property. Residual bequests are made after specific bequests are identified to family or friends and you are bequeathing a percentage of the remainder (the residuary).

Specific:

"I give, devise and bequeath to Living Jazz, a nonprofit corporation of the State of California, tax ID #94-2963195, located at 1708 San Pablo Ave., Oakland, CA 94612

Options:
1) The sum of $_________________________________________." 
or
2) __________ shares of stock in ________________Company."
or
3) my real property commonly known as _________________________."

Residual / Percentage:

"I give, devise and bequeath to Living Jazz, a nonprofit corporation of the State of California, tax ID #94-2963195, located at 1708 San Pablo Ave., Oakland CA 94612, all the residue of my estate.” or … “_____% of my estate.”

Contingent:

"In the event of the death of any of the beneficiaries, I give, devise and bequeath to Living Jazz, a nonprofit corporation of the State of California, tax ID #94-2963195, located at 1708 San Pablo Ave., Oakland CA 94612, (specific or residual language as above)."

If you have any questions or need further assistance, please do not hesitate to contact us!