COUNCIL ON AGING - ORANGE COUNTY Mindy Paskil, Photographer Invest in the Future Join the Council on Aging Orange County Legacy Circle At the Council on Aging - Orange County (COAOC) we offer opportunities to bring to life the passions and legacies of our donors. An Estate Gift acknowledges your commitment to seniors by ensuring the programs and services at COAOC continue for future generations. Here are a few ways you can make an impactful Estate Gift: Outright Gifts: A gift of cash or other assets such as appreciated securities (any amount) will help build the Council on Aging-Orange County Endowment Fund immediately. Wills: A gift of a percentage of estate assets or a specific sum of money to the Council on Aging - Orange County in your will. Life Insurance: Complete a "Change of Beneficiary form" for an existing policy. Or, transfer ownership of an existing policy or purchase a new policy and make the Council on Aging - Orange County the owner and irrevocable beneficiary. Retirement Funds: Complete a "Change of Beneficiary form" for an IRA or other retirement fund. The Council on Aging - Orange County's Development Office can provide gift planning information to you and your financial advisors at no cost or obligation, including help and advice from experts in estate planning, tax planning and all forms of giving. If you have named the Council on Aging - Orange County as one of your beneficiaries or would like to discuss doing so, contact Charlotte Finklea, Director of Development and Community Outreach, at 714-4790122 or cfinklea@coaoc.org Council On Aging-Orange County | 714-479-0107 | www.coaoc.org Answers Guide 2016 9http://www.coaoc.org