Join the Legacy Society - Getting Started

Whatever your stage of life, and whatever your family and financial picture, there are flexible ways to plan a gift to the Chula Vista Public Library that will make you proud to leave a legacy of giving.

Use this page as your guide to link to understanding and choosing an option that’s right for you.

The most popular type of legacy gift to the Chula Vista Public Library is a simple bequest through one’s will or living trust. What’s more, creating a will or living trust is often the best way to manage your assets and provide for your family’s specific needs.

If you’re not ready to tackle writing a will or creating a living trust, there are other Legacy giving options available to you.

One of the easiest ways of leaving a legacy gift is by designating the Chula Vista Public Library as a beneficiary of your retirement account.

If you have ample life insurance coverage, then using past proceeds to leave a legacy to the Chula Vista Public Library may be an easy choice.

You may also want to consider taking advantage of opportunities to designate the Chula Vista Public Library as a beneficiary of specific assets, especially bank and brokerage accounts.

As a result of changes in tax laws, many Americans now have the opportunity to give more to loved ones and their favorite tax-exempt organizations while leaving their estates free of federal estate and gift taxes.

There are many ways to leave a legacy to the Chula Vista Public Library. Please consult your tax specialist and/or your estate planning attorney for specific guidance.

If you’re ready to leave a legacy to the Chula Vista Public Library and join the Legacy Society, click on the links below for more information.

 

The Legacy Society
Ways to Make a Gift: Bequest
Enrollment Form

All Forms