If you are interested in making a legacy or estate gift to Beyond Liberty, please fill out the appropriate form and submit to plannedgiving@beyondliberty.org

Someone from our planned giving team will be in contact with you.

Planned Giving FAQ

Additional Resources

Community Foundation of Santa Cruz is one of many community foundations that allows you to easily establish a donor advised fund. They handle all the administrative duties and documentation requirements.https://www.cfscc.org/blog/donor-advised-funds

IRS Charitable Contributions Guidelines provides more information on gifting property to qualified organizations.
https://www.irs.gov/charities-non-profits/contributors/non-cash-donations

Schwab Charitable is an independent 501(c)(3) public charity with a mission to increase charitable giving in the U.S. by providing a tax-smart and simple giving solution to donors and their investment advisors. https://www.schwabcharitable.org

Fidelity Charitable has tools, worksheets and additional resources to assist you as you continue on your giving journey. https://www.fidelitycharitable.org/guidance/smarter-giving/tools.html

Morgan Stanley provides information on tax-efficient ways to make your giving go further. https://www.morganstanley.com/articles/tax-efficient-charitable-giving