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Planned Giving/Legacy Society

Bill Hardy 


Like many folks, we got into our 60s with some money and a vague plan  for making the money last and preparing a legacy for what was left over.  We wanted to give some to our family, but about half to charitable causes.  Through the Napa Valley College Foundation, we were put in touch with a professional who offered useful suggestions about how the money could be used and then allocated on death.  We then went to our lawyer and drew up an amendment to our estate plan which gives us complete use of the money we need during our lifetimes and (hopefully) a lot left over for Napa Valley College and other charitable ventures, as well as our heirs.  The Foundation is a great partner when you're ready to get serious about planning your financial future.  The sooner you do it, the better you'll feel.
--Bill Hardy speaking about partnering with NVC Foundation for preparing legacy gifts.