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Your gift of a lifetime.

Everybody can be a philanthropist. Make a gift in your will to help your community.


Here is Your Chance to Leave a Lasting Mark on the Place You Love

Your family and your community depend on you.  Leave a legacy for your family and community and take care of your heirs through a charitable estate gift plan.

Livoti,TomandBennie2013Read one Legacy Member’s Story of Endless Love.  

Your commitment inspires others to make their own. Legacy Society members are invited to the annual meeting and a special party exclusively for Legacy givers and their advisors.

Write down what you dream of doing.
Is it buying books for the library? Supporting an outdoor camp for kids who have never been to Lake Tahoe? Perhaps endowing a project for your civic club or even a scholarship? Whatever your passion, you can make our community better through a bequest in your will or trust.

Download the sample bequest language to take to your attorney. Also, our Wills Guide will help you save valuable time before your attorney appointment.

When you decide upon a bequest, don’t keep it a secret.

Please let us know about your plans. Give us a chance to say thanks and ask you a few questions so we can make sure to honor your gift and make grants exactly as you intend. We will keep your plans confidential if you request.

Ethical Wills pass down your unique values An Ethical Will – The You, You leave behind

Read our 8-page handout online or call and we will mail you a copy.

Will your loved ones and future generations know about you, or will they only know about the material things you leave behind? You have much more to give your heirs than just your money.

Legacy Gifts may be carefully planned to save your heirs estate taxes, and in some cases to generate income for beneficiaries.

Talk with your advisor and Jamie Klund at 775-333-5499 to discuss ways a Legacy gift will work for you and your loved ones.