Legacy
For more than 50 years, MORE has been empowering individuals to enhance their quality of life.
By leaving a legacy, you will help secure a strong future for MORE for the next 50 years. Planned gifts help sustain our mission, while benefiting you and your heirs and leaving a lasting legacy of philanthropy.
To learn more about Leaving a Legacy to MORE, please contact Jamie Pitts-Garcia, Director of Fund Development at 530.622.4848 or use the Contact Form.
Ways to Leave a Legacy
- Bequests: You can make a bequest by simply naming MORE in your will or trust. The gift may be for a specific dollar amount or a percentage of your estate. Or, you can leave a specific asset, such as real estate, to MORE.
- Life Insurance: By giving MORE an existing policy or naming MORE as the partial or sole beneficiary of your policy, you can make a gift that is significantly larger than your out-of-pocket cost.
- You can make a gift through other tax-advantaged structures such as a Charitable Remainder Trust or a Charitable Gift Annuity. Your tax and estate planning professional can advise you on these more involved gift planning options.
- Retirement Accounts: You can name MORE as the partial or sole beneficiary of your IRA, 401(K), 403(B) or other retirement assets. This can be a tax-efficient and simple method to avoid income and estate taxes.
- Lifetime Cash Gifts: While the amount changes this currently offers a generous opportunity to sift substantial assets tax-free.
Please note that MORE does not provide legal or tax advice. You’ll want to consult with your attorney and tax advisor to help you with your estate planning.
Take the Next Step
If you are ready to include MORE in your plan, contact your legal advisor to get started. Here is the information you will need:
- Official Name: Mother Lode Rehabilitation Enterprises, Inc.
- Mailing Address: 399 Placerville Dr, Placerville, CA 95667
- Federal Tax ID number: 94-2216171
If you have already included MORE in your estate plans or intend to do so, please let us know so that we can thank you personally and welcome you to this special group of committed supporters.
Complete a letter of intent form and contact:
Jamie Pitts-Garcia, Assistant Director of Fund Development
530.622.4848
