Supporters
We greatly appreciate your interest in supporting St. Helena Family Center.
With five years of success in working with people in need in the community, St. Helena Family Center has gained a reputation for meeting the needs of our clients and their families in a caring way.
Make a Gift by Check:
Your donation is tax deductible (our tax id #: 68-0362076) and checks can be made payable to St. Helena Family Center.
Our mailing address is:
St. Helena Family Center
1440 Spring Street
St. Helena, CA 94574
Please include your name, address, telephone number and email address with your check. We will issue you an official acknowledgement letter as soon as your gift is received.
Donate in a secure way through the internet. Please enter the amount and click on the blue Donate button.
Give a Gift of Securities:
Gifts of securities offer significant tax advantages, and are easy to transact. To make a gift of securities or property, please contact Kristen Georges, Executive Director, at 707-963-1919.
Matching Gifts::
Many companies have matching gift programs that allow you to make an even greater impact with your donation. Contact your employer’s Human Resources Department to inquire if they have a matching program and to obtain the necessary documents.
Planned Giving:
If interested in making a planned gift or including St. Helena Family Center in your will, please email Kristen Georges, Executive Director at kgeorges@sthelenafamilycenter.org
Bequests
Bequests: Gifts Made Through Your Living Will or Trust:
You can join supporters who have made the thoughtful decision to support St. Helena Family Center through their estate plans. Making these plans means that the services and programs that you have supported in your lifetime will continue to touch our clients and their families for years to come. It means you have a choice as to how your assets will be used, well into the future.
Naming St. Helena Family Resource Center in Your Will:
You can make a gift to St. Helena Family Center in your will by designating a specific dollar amount, a percentage of the estate, or a percentage of the remaining part of the estate (residual) after other distributions are made. You can make this decision at any time. If you do not have a will written yet, or have not reviewed it lately, these are excellent reasons to create or modify your will and discuss this potential sample language with your attorney:
“I give, bequeath, and devise (all or ____ percent of) the rest, residue and remainder of the property, both real and personal, wherever situated, which I may own or be entitled to at my death, to St. Helena Family Center to be used for its general purposes.”
Retirement Funds and Insurance Policies
Ways to Leave a Bequest without a Will or Trust
Many charitable people wish to create a legacy for St. Helena Family Center but have no interest in writing a will or a trust. (These options can still be considered if one does have a will or a trust.) There are three ways that this can be achieved:
- name as a beneficiary of a retirement fund
- name as a beneficiary of an insurance policy, or
- name as successor to your bank or investment account
Retirement Funds
You can create a legacy by naming St. Helena Family Center as a beneficiary or contingent beneficiary of an IRA, 401(k) Keogh account, or other retirement plan. When a retirement account is left to a charity, the organization does not pay the income tax otherwise due if left to a friend or family member. For very high net worth individuals, assets in these accounts may also be subject to taxes. You can make such a gift by completing a change of beneficiary form. There should be no fees involved, and it does not require any work on the part of an accountant or attorney.
Insurance Policies
Life insurance may be used to create a legacy by naming St. Helena Family Center as a beneficiary or contingent beneficiary of the policy. This requires that you complete a change of beneficiary form with the insurance company. You do not have to work with an attorney or accountant, nor are any fees involved to arrange such a gift. If you name St. Helena Family Center as a beneficiary, you can change your mind at any time by updating the change of beneficiary form.
Bank or Investment Accounts
You may name St. Helena Family Center as successor to your bank or investment account in most states. The arrangement is known as Transfer-on-Death/Payable-on-Death or TOD/POD. This requires that you complete a form directly with your financial institution. You do not have to work with an attorney or accountant, nor are any fees involved to arrange such a gift. TOD/POD gifts are completely revocable and you can change your mind at any time by filling out a new form.
