Foundation

Legacy Society/Planned Giving


The Legacy Society is made up of individuals who have supported Napa Valley College with a planned gift through life insurance, IRA or bank account beneficiaries, trusts, charitable gift annuities, real estate donations, bequests by wills and other instruments.

By joining the Legacy Society you will be creating a Bill and Tomlegacy to live beyond your lifetime.  Your gift will indeed make a difference…to the college, our programs and services, and most of all to our students.  Free estate planning is made available to donors through Thompson & Associates "Families First" program. Click on "Families First" for more detailed information.

Click here for the Legacy Society membership form, print it off and send it to the NVC Foundation office.

Bill Blanckenburg and Tom Young, Legacy Society members.

Four easy ways to name Napa Valley College Foundation as a beneficiary.

  1. Change your bank account to distribute the remainder to the Foundation upon your death. Call your bank and ask for their form.
  2. Change your securities account to distribute the remainder to the Foundation upon your death.  Call your broker and ask for their form.
  3. Designate the Foundation as the beneficiary of your IRA/401k.  Call your IRA custodian and ask for a change of beneficiary form.
  4. Designate the Foundation as the beneficiary of your life Insurance policy. Call your life insurance agent and ask for a change of beneficiary form.

Things you can do today

  1. Contact your financial planner, estate planner, or attorney to name Napa Valley College Foundation as a recipient.  The suggested bequest language for Napa Valley College is: "I, [name], of [city, state, ZIP], give, devise and bequeath to Napa Valley College Foundation [written amount or percentage of the estate or description of property] for its unrestricted use and purpose/restricted use and purpose.”
  2. Complete the Legacy Society membership form and send it to Napa Valley College Foundation.
  3. At your discretion, notify the Foundation of the type of gift you have  left to the college.
  4. Join other Legacy Society members and donors at Foundation sponsored events.
  5. Promote the Legacy Society to your friends and family.
  6. Find out about free estate planning through "Families First."

    List of Legacy Society Members
 

Bill Hardy

“Lona and I met with Bob Hoffman because we were stuck on our plans for charitable giving.  We had a dormant estate plan which had required action for two years.  Part of the reason for the procrastination was that we were not aware of the many very flexible vehicles that could be used for charitable giving without depriving us of income or control during our lives.  Like many people whose money came from earnings rather than inheritance, we were not sure how much we would need and how to use it effectively.  Our meetings with Bob led to finalizing an estate plan which will give us the income and flexibility we need while making substantial charitable bequests.  Bob is a pleasant, knowledgeable consultant with no axe to grind and no agenda.  It was free to us and he's not selling anything.  He got us to focus on what is important to us and how we can use what we've accumulated wisely and well.”
--Bill Hardy speaking about using the Thompson & Associates "Families First" program

Napa Valley College • 2277 Napa-Vallejo Highway • Napa, CA 94558 • (707) 253-3000 • (800) 826-1077

Upper Valley Campus • 1088 College Avenue • St. Helena, CA 94574 • (707) 967-2900

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