Legacy Society

The Legacy Society is a group of supporters who have committed a gift to SOL in their estate plans. We are grateful that you are considering joining this group by leaving SOL a planned gift.

Most people commit to leaving a charitable gift in a will or a trust, or by naming a charity as beneficiary of an insurance policy, bank account, or a retirement plan such as an IRA. You can set aside a certain dollar amount or leave a percentage of their estate.

We recommend that you check with your financial advisor and/or attorney for more detailed information. Please note that through the Sonoma Valley Fund, you are eligible for a complimentary one hour consultation with an estate planning professional.

For more information, please review this list of Legacy Giving FAQs or contact us for more information.