Legacy Giving

About the Mary Davey Legacy Society

A Mary Davey boisterous and heartfelt, “Wonderful people!” was not only her trademark opening line at gatherings, it embodied her approach to life. Mary was a Green Foothills board member from 1962 until her passing in 2010. She was a passionate advocate for social justice and the environment all her life. We created the Mary Davey Legacy Society to celebrate those wonderful people who have included Green Foothills in their legacy planning.

If you have a specific purpose in mind, please contact us so we can assist you in planning a gift that meets your interests. If you have included Green Foothills in your plans, we hope you will let us know. We will ensure your gift remains anonymous if you prefer or we will provide you with a “Wonderful Person” flag when you attend Green Foothills events and list you in our annual report.

There are several ways to support Green Foothills well into the future.

Through a will

Leaving a bequest in your will is a simple process. Green Foothills can be named as the beneficiary of a set dollar amount, a percentage of your estate, or specific assets. Your estate is entitled to an estate tax deduction for the full value of the donation. If you wish, you may name Green Foothills as a contingent beneficiary of assets designated for loved ones, in the event they do not survive you.

Our legal designation is Green Foothills Foundation, dba Green Foothills, Tax ID #: 94-6121854

Through a living trust

Living trusts are popular as they can eliminate the need for a lengthy and expensive probate process. Whether you use a codicil (an addition to an existing will), or are having a will prepared for the first time, you can use words like these to make a gift to Green Foothills:

“I give, devise and bequeath (choose one: ______ percent of my estate, _______ dollars, ______ percent of the residue of my estate, the residue of my estate) to the Green Foothills Foundation dba Green Foothills (Tax ID #94-6121854), a California nonprofit corporation, to be used to fulfill the organization’s mission as the Board of Directors of the Green Foothills shall, in its discretion, determine.”

Using your IRA or qualified retirement plan

IRA’s and qualified retirement plans are particularly attractive planned gift vehicles because if these funds were left to an individual, they would be subject to estate tax and income tax after distribution, greatly reducing the value of the retirement asset to an individual recipient. Both taxes are usually avoided when these assets are left to a charitable organization. Green Foothills can be named as the beneficiary (primary, secondary, portion or percentage) of an IRA or other qualified retirement account.

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