Planning a donation to the library’s Foundation is more than just a charitable gift, in many cases it can be structured in ways that may increase your tax benefits. As a tax-exempt organization incorporated under the laws of the United States, all contributions made to the library Foundation are tax deductible. Your planned charitable donation can help to secure a bright future for many future generations of library users as well as help you meet your own personal objectives.

The Epilogue Society
We are pleased to formally announce The Epilogue Society which honors those who have remembered the Newport Beach Library Foundation in their estate plans. The Foundation thanks these individuals for notifying us of their intentions and for helping to ensure that the Newport Beach Public Library will continue to serve our community for generations to come. If you have included us in your estate plans, please let us know so we can welcome you to The Epilogue Society. If you would like to discuss it further or find out about Charitable Remainder Trusts, bequests and other types of planned giving, please call Tracy Keys at 949.717.3890.

New Members
Leonard Jaffe
Dr. Arthur Strick

A Variety of Options
The Newport Beach Public Library Foundation accepts your contributions in a variety of forms including cash, securities, real estate, personal property, life insurance, bequests, trusts or annuities. It is best to speak with your attorney or tax advisor first to find out the most beneficial means of contributing to your community through the Foundation. You may be able to realize substantial tax savings for yourself, your family and future heirs.

Wills and Living Trusts
One of the easiest ways you can contribute a planned gift to the library is by leaving a portion of your estate to the Foundation or by naming it in your will or trust. You can substantially reduce the amount of your estate tax by specifying a percentage of your estate, donating a block of stock or simply contributing a fixed sum of money.

Planned gifts
You can take the tax advantage of outright donations throughout the year or schedule a one-time contribution to the Foundation or one of its programs. Talk with your tax advisor to find out how what type of donation is best for you.

Retirement Plan Contributions
You can contribute a portion of your assets from your 401(k) or other qualified retirement fund to support the library and those special programs close to your heart. You can plan to give a fixed sum during your lifetime or bequest it as part of your will.

Endowments
An endowment named in honor of an individual or a family can be established for a minimum gift of $5,000. You can designate the endowment to support a particular area of the library’s collections, indicate specific services or program to be supported, or choose to supplement areas of the library where the need is the greatest.

For More Information
We’d be happy to discuss with you the variety of gift options available to you. Call the Foundation today at (949) 717- 3890 to learn more about the benefits of planned giving.