Planned Giving & Estate Planning
In addition to being able to support the work of the Foundation through regular donations, the Foundation is also pleased to accept legacy gifts through bequests and charitable remainder trusts. This type of charitable contribution can not only support the Regional Parks and its programs in perpetuity, but may also provide substantial tax savings.
To help donors and supporters make informed decisions on estate planning and the options that are available, the Regional Parks Foundation hosts several estate planning seminars throughout the year. These seminars are lead by professionals in the field of estate planning and wealth management, and take place at a variety of locations for added convenience. Each seminar is presented by the Planned Giving Committee of the Regional Parks Foundation:
Robert Jacques, CFP®, Chair
Destination Wealth Management
Carla S. Bryant, CPA
Mowat Mackie & Anderson LLP
Kirsten Howe, J.D.
Law Offices of Kirsten Howe
Paul D. Hunt, J.D.
Law Offices of Paul D. Hunt
Mark T. Weaver, Esq.
Farella Braun + Martel, LLP
Geoff M. Zimmerman, CFP®
Mosaic Financial Partners
For more information about how to leave the Regional Parks Foundation a bequest or charitable remainder trust in your estate plan, please contact Regional Parks Foundation, P.O. Box 21074, Crestmont Station, Oakland, CA 94620, or (510) 544-2202, or help@regionalparksfoundation.org.
For more information about our Estate Planning Seminars, please CLICK HERE.