Legacy of Hope

Estate Giving

We would be honored to be incorporated into your estate plan of giving, helping us to ensure that no one affected by cancer will have to go through it alone.

As a Legacy of Hope member, you are part of a very special group of supporters. You will be invited to attend exclusive workshops and events, and you will be recognized in our newsletter, annual report, and on our donation wall. Members also receive an exclusive pin.

To help you get started on your plans and legacy, you can use FreeWill, a FREE online tool that guides you through the process of creating your will or trust. It’s easy to use, accessible online, and can be completed in 20 minutes. You can use this resource on its own, or use it to document your wishes before finalizing your plans with an attorney.

Have you already included a gift in your will or trust? Please fill out this form to let us know! We would love to thank you for your generosity.

There are many ways to name Cancer Support Community Valley/Ventura/Santa Barbara in your will. Your attorney may wish to use the following language.

• A residuary bequest: You can give all or part of the property remaining in your estate after debts, expenses, and specific bequests are paid. Such provisions can be made as follows: “I give, bequeath, and devise (all, or _____percent of) the rest, residue, and remainder of the property, both real and personal, wherever situated, which I may own or be entitled to at my death, to Cancer Support Community Valley/Ventura/Santa Barbara or its successor, now or formerly in the State of California, to be used for its general purposes.”
• A specific bequest: You can establish a bequest of a particular dollar amount or asset. The language for this type of provision is as follows: “I give, bequeath, and devise (dollar amount or description of gift) to Cancer Support Community Valley/Ventura/Santa Barbara or its successor, now or formerly at 4195 E. Thousand Oaks Blvd., #107, Westlake Village, 91362 in the State of California, to be used for its general purposes.”

You may also consider naming Cancer Support Community Valley/Ventura/Santa Barbara as a beneficiary of a retirement plan or life insurance policy as another way to provide financial assistance to continue to support those who are affected by cancer and their loved ones. If you have an IRA, 401(k), life-insurance policy, or any other non-probate assets not included in your will, designating us as a beneficiary is another way to establish your legacy with Cancer Support Community Valley/Ventura/Santa Barbara. FreeWill can also help you plan for all of these assets. Life income gifts such as charitable gift annuities and trusts are also a great way to support Cancer Support Community Valley/Ventura/Santa Barbara.

Gifts of Stock and Mutual Funds

If you own stock or a mutual fund that has appreciated in price since you purchased it, consider using that asset for your charitable giving. You will get an income tax deduction for the full market value of donated securities that you have owned more than one year and you will avoid the capital gains tax on the appreciated value.

To transfer securities, your broker needs the following instructions to electronically transfer your stock to Cancer Support Community Valley/Ventura/Santa Barbara:

Electronic Delivery through Depository Trust Company (DTC)
Cancer Support Community VVSB
Fidelity Account #Z73046817
Delivery to DTC Clearing 0226

Important Notes

• To take advantage of the tax benefits of gifting stock, your shares should not be sold but rather transferred to the Cancer Support Community VVSB.
• Please instruct your broker to include your name and address.  Some brokers will not send this information unless instructed.
• Please notify us of your donation so we can identify your gift in our brokerage account.  You can contact Monica Murrietta, Executive Director, by calling 805-379-4777 or by email.

Securities as Physical Certificates

You should send the stock certificates(s) along with a transmittal letter by certified mail to:
Monica Murrietta,  Executive Director
Cancer Support Community VVSB
4195 E. Thousand Oaks Blvd., #107
Westlake Village, CA 91362

Please also sign the back side of the certificate with a signature guaranteed by a guarantor institution such as a commercial bank.  Gift date will be the postmark date of the mailing.