Plan now, give later.

Join our Legacy Circle and leave a charitable gift through your estate to support the Sonoma Valley. Donors who choose to make a legacy giving commitment believe in our shared responsibility to leave this place better than we found it. A gift to Catalyst will guarantee your funds are invested strategically and wisely in the Valley we call home. Through a planned gift from your estate, Sonoma Valley Catalyst Fund can continue its work to address urgent, emergent, and chronic challenges no individual donor or organization can solve alone. Your generosity creates an enduring legacy, offering hope to our community and the people who need it most.

Planned Giving

Charitable Beneficiary Designations:

Leaving a legacy through a Beneficiary Designation is one of the simplest ways to provide for favorite charitable causes in your estate plans. You can easily gift personal financial assets in your estate plan by designating the Sonoma Valley Catalyst Fund as a beneficiary of your:

• IRA or other retirement plan

• Financial account

• Donor Advised Fund

• Life insurance policy

• Commercial annuities

We always recommend you discuss these types of gifts with your accountant or estate planning attorney before making a charitable contribution.

Advantages of a Beneficiary Designation in your estate plan:

• It can be modified or changed at any time during your lifetime.

• Assets left will not be required to go through the probate process.

• They are easy, only requiring the completion of a brief beneficiary designation form provided by your plan administrator.

• Tax Savings: If you choose to leave your retirement account to Sonoma Valley Catalyst Fund, your estate will receive a 100% charitable deduction and avoid income taxes on these assets.