Leave a Legacy
Planned Gifts
Do you care deeply about helping people with disabilities become more independent? By making bequests and other “planned gifts,” you continue to help make an important difference in your community. What better way to thank the people or organizations that have had an impact on your life, than to make a contribution from your estate through a bequest?
If you choose to include UCPIE in your will, you can feel good about leaving a gift that strengthens individuals with disabilities, their families, and our community. Are you ready to discuss leaving a legacy? Please contact Greg Wetmore, CEO at (760) 321-8184, Ext. 103 or email to: Greg@UCPIE.org
Bequests
A charitable bequest is simply a distribution from your estate to a charitable organization through your last will and testament. After you have provided for your family and loved ones, a bequest would enable you to offer a gift of support to United Cerebral Palsy of the Inland Empire (UCPIE).
These are suggestions as to content and should be written or adapted by legal counsel to fit each donor’s individual situation. Please consult with your attorney who can help you include UCPIE in your estate planning.
Trust Specific bequest language: “The Trustee shall distribute to United Cerebral Palsy of the Inland Empire, 501(c)(3) and any successor organization with similar purpose and interests the sum of $_____________.”
Will Specific bequest language: “I give, devise, and bequeath to United Cerebral Palsy of the Inland Empire, 501(c)(3) and any successor organization with similar purpose and interests the sum of $_____________.”
Trust Residual bequest language: “The Trustee shall distribute to United Cerebral Palsy of the Inland Empire, 501(c)(3) and any successor organization with similar purpose and interests all ( or ____%) of the rest, residue, and reminder of the Trust estate.”
Will Residual bequest language: “I give, devise, and bequeath to United Cerebral Palsy of the Inland Empire, 501(c)(3) and any successor organization with similar purpose and interests all ( or ____%) of the rest, residue, and reminder of my estate.”
General Beneficiary Designations: Designate United Cerebral Palsy of the Inland Empire, Federal ID: 33-0118715 as a beneficiary of an annuity, life insurance policy, CD, bank account, etc.
Legal Name: United Cerebral Palsy of the Inland Empire
Mailing Address: 70-017 Highway 111, Ste 5. Rancho Mirage, CA 92270
Organization Status: 501(c)(3)
Federal ID: 33-0118715
The information on this Website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor.
IRA Tax-Free Benefit
If you are age 70½ or over, you may transfer up to $100,000 per year from your IRA directly to an eligible charity tax-free. Contact your financial advisor today to facilitate your tax-free IRA gift to UCPIE.
Donor Advised Funds
With over 300 families receiving in home assistance throughout the Inland Empire, UCPIE is one of the largest nonprofit providers of direct-care services for people with disabilities in Southern California. Our more than 300 staff members work in client homes to provide the essential support that impacts the lives of hundreds of individuals and their families each day.
Whether you are a donor looking to make an impact on your community or an adviser offering advice and counsel to your clients, we invite you to consider designating UCPIE as a beneficiary. We work with donors to identify where they can engage and make a direct impact to make our communities more inclusive and accessible. For more information, contact UCPIE’s Development team at (760) 321-8184