Crafting a Legacy

Throughout the recent challenging times, the strength of resilient community and caring connections with one another have never been more apparent. For more than 50 years, members of the Covia Foundation Heritage Society have helped to build the foundation of that resiliency. Heritage Society members pledge a future gift to Covia Foundation to help support their community, the Circle of Friends Assistance Fund, or a cherished Covia program. These legacy gifts throughout the years have buoyed the resilience, quality, and strength of Covia communities and services.

You don’t have to be wealthy to make a difference. You just have to plant a gift in your estate plans. Your wishes will grow from there, enriching the community of caring and services for seniors.

What types of gifts can I leave to the Covia Foundation in my will?
You may leave items such as cash, property, land, securities or real estate. Every gift, no matter how small or large, can make a difference in the lives of seniors.

Can I support a specific program in my community with my gift?
Yes, you may support a specific community or program. You may also designate your gift be used where the need is greatest. These unrestricted gifts are especially valuable, as they provide flexibility to respond to changing needs and priorities.

Is a gift through my will tax deductible?
The Covia Foundation is a nonprofit 501(c)3 organization. Charitable gifts are deductible to the full extent of the law. However, we suggest you seek advice from your tax advisor. Administrative charges are not deducted from gifts.

I already have a will — can I still leave a gift to the Covia Foundation?
Yes. Simply specify the Covia Foundation as a beneficiary of a particular account (such as a savings account or a retirement account). You can also amend your will with simple language (referred to as a codicil) to include a gift to the Covia Foundation.

How do I get started?
Please contact Katharine Miller, Covia Foundation Executive Director (925.956.7414 or kmiller@covia.org), to discuss your priorities and options. The Covia Foundation receives and administers all charitable gifts made to support Covia Communities, Covia Affordable Communities, and Covia Community Services.

Please notify us of your intentions to provide a bequest gift so that we may include your name as a member of the Heritage Society on the Honor Roll of Donors.

*This article was originally published in the Summer 2020 edition of Community Matters