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LEGACY GIVING
Gifts that brighten futures for children

A legacy gift is any major gift, made in lifetime or at death as part of a donor’s overall financial and/or estate planning. Consider Incorporating a Legacy Gift for your support of ALNC and help children thrive while receiving substantial benefits.

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Learn how to give even when you're gone

Legacy Giving enables one to make larger gifts to charitable organizations that one would not normally make with regular income. 

These gifts could include gifts of
stock, life insurance, real estate, personal property, or cash.  Estate and tax planning can provide for charities and heirs in ways that maximize the gift and/or minimize its impact on the donor’s estate, thereby benefitting both ALNC and the donor.

Ready to Make A Difference? Start Your Legacy Giving Today
Have Questions?

What Type of Gift Works Best For You?

There are so many different ways to give. Select the option that works best for you or to learn more about that Planned Giving Element.

What Type of Gift Works Best For You?

There are so many different ways to give. Select the option that works best for you or to learn more about that Legacy Giving Element.
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Give based on your station in life
Did you know that some gifts may work better than others based on your age? Find out what might be the perfect match for you.
  • Cash Gifts
  • Gifts of Securities
  • Donor Advised Funds
  • Gifts Left In Your Will or Trust
  • Assigning ALNC as a Beneficiary

Meet Our Amazing Donors

Assistance League® of North Coast is grows every year because of thoughtful people and organizations who take the time to give to the community.
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Important Donor News
  • Learn how new tax laws affect Giving
  • Check out our Planned Giving FAQ
  • How ALNC uses Planned Giving
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LEGACY GIVING
Donor Stories

Sondra & Fred Peppe

Sondra & Fred Peppe

We have been members of Assistance League North Coast for several years, Sondra (2014)  and Fred (2017). During this time, we have been involved in a multitude of programs and  activities, all aimed to benefit the communities we serve. It has been extremely rewarding!  The funny thing is, we have benefitted as much as the families we serve, if not more...

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Sandy & Ed Matheus

Sandy & Ed Matheus

After working in our combined professions of Banking and Teaching for 66 years we both retired  in 2001 and 2006, respectively. Our focus since retiring is family, travel, friends and giving back  to our community...

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Val and Gary Flynn

Val and Gary Flynn

Val and Gary Flynn chose to “give back” by including the Assistance League of North Coast in their estate plans and becoming a part of the Founders’ Circle.  Val shared why...

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Barbara Dunn

Barbara Dunn

Let me take you back in time...

...not when Barbara was a pro tennis coach..... ... not when she was Maureen Simon's History teacher (Barbara says, "Maureen was an old student, and I was a young teacher.")...

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Barbara and Rich Bradham

Barbara and Rich Bradham

“Look into a young girl’s face as she picks out her very own new shoes.  Something she has never done.  See the wonder. How proud she will be the next day at school, ready to learn and achieve.  Or watch a young man, who has been through too much in his young life, see himself as a successful grown man, because he has been given a new suit for high school graduation...

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Ready to Make A Difference? Start Your Legacy Giving Today
Have Questions?
Legacy Giving is a great way to support ALNC. Schedule a call with us and get started today!
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Still have questions
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Contacts for
Legacy Giving:
Pam Whitaker
pam@alnc.org
Marcia Carucci
marcia@alnc.org

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

ALNC Endowment Fund

The purpose of the Fund is to enable ALNC, by setting aside assets forever, to fulfill its mission more completely by developing its programs beyond what is possible through annual operating funds. Distributions will be limited to: ALNC capital improvement to the Thrift Shop; grants to Board approved ALNC programs; seed money for new programs and special one-time projects,including building expenditures; and other purposes specifically designated by donors whose gifts are included within the Endowment Fund.

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.

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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

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MAKE A CASH GIFT
VIEW ENDOWMENT FUND RECOGNITION CATEGORIES
VIEW ENDOWMENT DONORS
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.