Legacy Circle

Catalyze change for future generations

Donors who choose to join our Legacy Circle 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.

Join our Legacy Circle and leave a charitable gift through your estate to support the Sonoma Valley. Through a planned gift from your estate, we can continue our 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.

Legacy Circle Members

Suzanne Brangham

Harriet Derwingson

Margaret Gokey

Katherine Fulton and Katharine Kunst

Arthur and Margaret Grandy

Lyn and Dub Hay

Lynne Lancaster

Jeanne Montague and Chad Overway

Karen Roche

Joshua Rymer and Timothy Frazer