PLANNED GIVING, BEQUESTS & GIFTS

Click here for our Sterling Circle Planned Giving Brochure.

Some suggested language that you may wish to use in your estate planning documents:

A fixed amount of money or a designated property:
“I give to The Carmel Public Library Foundation (tax ID 77-0257681), located in Carmel,
California, $______ (or describe the real or personal property, including exact location.)”

A percentage of the estate:
“I give to The Carmel Public Library Foundation (tax ID 77-0257681), located in Carmel,
California, %_____ of my estate.”

A Gift of Securities in Your Will or Estate Plan:
“I give to The Carmel Public Library Foundation (tax ID 77-0257681), located in Carmel,
California, the following gift(s) of securities ___________________________.”

A Gift of Retirement Plan Assets or IRA Distributions:
“I designate The Carmel Public Library Foundation (tax ID 77-0257681), located in Carmel,
California, the beneficiary of a gift of my retirement plan assets in the amount
of $________ or, at %_______ worth of my plan.”

A Gift of Life Insurance:
“I designate The Carmel Public Library Foundation (tax ID 77-0257681), located in Carmel,
California, a %_____ beneficiary of my life insurance. “

You may wish to consult with an estate planner regarding these gifts and designations
including Charitable Remainder Trusts or Charitable Lead Trusts. For more information, contact Alexandra Fallon, Executive Director, at (831) 624-2811 or at afallon@carmelpubliclibraryfoundation.org.