In addition to being able to support the work of the Foundation through regular donations, the Foundation is also pleased to accept legacy gifts through bequests and charitable remainder trusts. This type of charitable contribution can not only support the Regional Parks and its programs in perpetuity, but may also provide substantial tax savings.
To help donors and supporters make informed decisions on estate planning and the options that are available, the Regional Parks Foundation hosts several estate planning seminars throughout the year. These seminars are lead by professionals in the field of estate planning and wealth management, and take place at a variety of locations for added convenience. Each seminar is presented by the Planned Giving Committee of the Regional Parks Foundation:
Geoff Zimmerman, CFP®, Chair
Zimmerman Wealth Advisory Group LLC
Kirsten Howe, J.D.
Absolute Trust Counsel
Daniela Lungu, Esq.
Lungu Law
Adam Lyon, CFA
Wells Fargo Wealth Management
Mark T. Weaver, Esq.
Farella Braun + Martel, LLP
Esther Kim, Esq.
Turner, Huguet, Adams, & Farr
For more information about how to leave the Regional Parks Foundation a bequest or charitable remainder trust in your estate plan, please contact Regional Parks Foundation, P.O Box 2527, Castro Valley, CA 94546, or (510) 544-2202, or help@regionalparksfoundation.org.