1. What’s your passion?
Do you want to impact students’ education? Increase our community’s health? Nurture the arts? We will work with you to select the field of interest, community cause, or non-profit organization you want to support forever with your endowed gift.
2. Select when to give.
Do you want to establish a fund today to witness its impact during your lifetime? Would you prefer to defer your gift through a will or other planned giving option? Our expert staff works with you and/or your professional advisor to determine how you can best achieve your charitable goals while meeting your financial needs.
3. Decide what to give.
You can give cash, stocks, property, bequests, and or a variety of other assets. Because of our network of experts in the community, we can handle the most complex transactions and turn unusual gifts into community good.
4. Select a type of fund.
The Benicia Community Foundation offers various types of funds to help you fulfill your goals: unrestricted, the field of interest, designated, donor-advised, and scholarship. Each provides different degrees of participation and flexibility, allowing you to partner with the Benicia Community Foundation to create greater good together.
5. Establish your legacy.
The Benicia Community Foundation will walk you through the necessary paperwork to complete the creation of your fund and explain the investment and spending policies and other pertinent processes. You’ll finalize any initial gifts to your fund and confirm your investment in the future of the community you love.