The Interim, Inc. Legacy Society is an honorary society open to individuals who have made a provision for Interim, Inc. through a bequest in their will or a variety of other planned gift options.
Members will receive a Certificate of Membership, invitations to estate planning seminars, major donor recognition events, and other educational and community events. They will also receive annual recognition in the "Friends of Interim" Newsletter and Interim Legacy Society publications (unless the donor indicates he/she wishes to be Anonymous).
How to Make a Legacy Gift
There are a number of ways to make a legacy gift to Interim, Inc. and ensure that your gift continues to serve the community long into the future.
- Bequest by Will or Trust
- Charitable Remainder Trust (CRT)
- Life Estate Contract
- Family Lead Trust
- Gifts of Securities
- Special Needs Trust (SNT)
- Life Insurance
- Gifts of Retirement Plans
Please discuss these and other options with your attorney. Being cautious in the way you designate your charitable bequest will assure that your wishes are met and that you are not setting your estate up for some disadvantageous tax consequences.
Please contact us for more information about how to make your legacy gift to Interim, Inc.
US Mail:
Interim, Inc.
P.O. Box 3222,
Monterey, CA 93942
Phone: 831-649-4522
e-mail: dtrapani@interiminc.org
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