MAKE SOAR PART OF YOUR PLANNED GIVING LEGACY

Welcome to the SOAR Legacy, for those who are considering SOAR in their estate plans.

Click here to fill out the SOAR Planned Giving Form

Click here to Download the SOAR Planned Giving Form

Connect with us: [email protected] | [email protected]

The SOAR Planned Giving Form

Welcome to the SOAR Legacy, a membership that recognizes all those who have included SOAR Inc. in their
estate plans through a bequest provision in their will or trust, a life-income gift or other deferred gift.

Todays Date(Required)

Name(s)(Required)

First Last

Date

Name(s)

First Last

Date

Email(Required)

Phone

SOAR LEGACY MEMBERSHIP LISTING(Required)

I/we prefer my/our name(s) to be listed as: (Type and amount of gift will not be listed.)

I/we prefer to remain anonymous*

I/we prefer my/our name(s) to be listed as:(Required)

Hidden

Documentation

Sample types of gifts: bequest in will or trust; life insurance policy beneficiary; qualified retirement plan (IRS. 401k. 403b) beneficiary; charitable remainder trust; etc.

MY/OUR FUTURE GIFT(Required)

Type of Gift

Estimated Value

Comments

SOAR Inc. is a nonprofit 501(c)4 (tax ID #77-0526592). Donations to SOAR Inc. are not tax-deductible but are one of the best investments you can make for the future of Ventura County. SOAR Inc. will direct all planned gifts according to our gift acceptance policy. If you would like to learn more, discuss a restricted gift, or a tax-deductible gift to our 501(c)3 sister organization, SOAR Nonprofit, please contact Van Vibber at [email protected] (310) 883-4537, or Linda Parks at [email protected] (805) 497-0450.

*Note that donations to SOAR Inc. are subject to any applicable Fair Political Practices Commission reporting requirements..