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Logo of Assistance League North Coast
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Other Options

While we may have provided a number of options, there are more available that may be a better fit for you depending on your age and stage in life.
HAVE QUESTIONS?

Not sure what's right for you? Reach out.

Your gift to the Assistance League North Coast will help us to fulfill our vision to “be the premier philanthropic organization in Coastal North County San Diego, connecting with children in need.” Charitable gifts to the endowment ensure ALNC is financially ready to meet the needs of the community for decades to come. If you don't know which option works best, download our brochure or schedule a call for more information.

Should you have questions about making one of these gifts please contact:
Pam Whitaker: pam@alnc.org
Marcia Carucci: marcia@alnc.org

Download our Legacy of Giving Brochure to find out what gifts will work best for you.

DOWNLOAD NOW

Download our Legacy of Giving Brochure to find out what gifts will work best for you.

DOWNLOAD NOW
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Legacy Giving is a great way to support ALNC. Schedule a call with us and get started today!
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Contacts for
Legacy Giving:
Pam Whitaker
pam@alnc.org
Marcia Carucci
marcia@alnc.org
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.

ALNC Investment Policy

Download and view our investment policy by clicking the button below.
Revised & adopted June 5th, 2020
VIEW INVESTMENT POLICY

ALNC Endowment Fund Resolution

Download and view our Endowment Fund Resolution by clicking the button below.

Revised & adopted June 5th, 2020
VIEW ENDOWMENT FUND RESOLUTION

What's Next?

HAVE QUESTIONS?
Logo of Assistance League North Coast

Questions or Comments around our programs? Just Reach Out

ALNC is committed to providing the absolute best for our community. Whether you are in need, or wish to serve, we'd love to hear from you.

Questions? Just contact us!
Logo of Assistance League North Coast

Download our Legacy of Giving Brochure to find out what gifts will work best for you.

DOWNLOAD NOW

Legacy Society

The Legacy Society consists of and honors those members/donors who have included ALNC in their estate plans, such as a will or trust, and have stipulated that the gift go to the ALNC Endowment Fund.  It includes anyone who has: (1) submitted a Letter of Intent indicating ALNC is in any way in their estate planning and indicating whether the gift should go into the Permanent Restricted or No Restriction Endowment Fund; (2) anyone who has stated in their will, without realizing the need for a Letter of Intent, that they are including ALNC in any way in their estate planning.  

Names of Legacy Society members are displayed on a Legacy Society plaque in the “Sparkle” House.  In addition, names may be included in Splash articles, Gala programs and other ALNC publications and only with the consent of the donor.
VIEW INVESTMENT POLICY

Endowment Fund Recognition Categories

Founders’ Circle

The Founders’ Circle consists of those members/donors who answered a challenge issued by the ALNC Investment Committee to complete a $50,000 goal of contributing at least $1,000 to, and therefore, providing seed money for the ALNC Endowment Fund, within a year.  The goal was reached March 31, 2018 and, therefore, the Founders’ Circle is closed to future contributions and recognition.

Names of Founders’ Circle members are displayed on a Founders’ Circle plaque in the “Sparkle” House.  In addition, names may be included in ALNC programs and on the website and only with the consent of the donor.

Legacy Society

The Legacy Society consists of and honors those members/donors who have included ALNC in their estate plans, such as a will or trust, and have stipulated that the gift go to the ALNC Endowment Fund.  It includes anyone who has: (1) submitted a Letter of Intent indicating ALNC is in any way in their estate planning and indicating whether the gift should go into the Permanent Restricted or No Restriction Endowment Fund; (2) anyone who has stated in their will, without realizing the need for a Letter of Intent, that they are including ALNC in any way in their estate planning.

Names of Legacy Society members are displayed on a Legacy Society plaque in the “Sparkle” House.  In addition, names may be included in Splash articles, Gala programs and other ALNC publications and only with the consent of the donor.

Endowment

The Endowment recognition category was established to honor those members/donors who have made a minimum gift of $100 to the ALNC Endowment and have indicated whether the gift goes to the Permanent Restricted or No Restriction Endowment.  

Names of members of this category are displayed on an Endowment plaque in the “Sparkle” House.  In addition, names may be included in Splash articles and other ALNC publications and only with the consent of the donor.

VIEW INVESTMENT POLICY

Endowment Donors

Bronze ($100-under $1,000)

Beverly Anderson

Sophia Bouvier

Barbara and Greg Carter

Lani and Rod Conti

Howard Epstein

Jane Gilbert

Tuey and Tom Keller

Lee and Bob Laney

Dave and Rosie Lopez

Janet Price

Fred and Sondra Peppe

Janet Price

Marilyn C. Stoke

Bud and Fran Tovar

Judy and Mark Vernoy

Silver (<$5,000)

Jim and Gail Gil

Bob and Mary Hanna

Marty Ummel

Mona and Richard Ackerman

Clay and Paula Alexander

Rosemary Beaurline

Barbara and Rich Bradham

Carol and Charlie Buell

Patricia Case

Helen and Ken Clark

Barbara Dunn

Val and Gary Flynn

Lisa Flynn Promotico

Cheryl and Raymond Geigle

Anna and Jay Manwaring

Sandy and Ed Matheus

Mary Margaret McCormick

Glenna McShefferty

Nancy and Richard Nelson

Ruth and Hank Plotkin

Carole and Nick Roberti

Ruth Schneider

Minnie Scott

Margaret and Martin Shreeve

Kriss and Bruce Stewart

Pam and Joe Whitaker

Marjory Williams

Gold (<$10,000)

Anonymous

Ann and Jerry Santas

Darcy and Stephen Wolfe

Platinum (<$20,000)

Anonymous

Joe and Angela Bear

Diamond (>$20,000)

Anonymous

VIEW INVESTMENT POLICY