8252 Earhart Rd, Oakland, CA 94621, USA

(510) 638-7100

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Legacy and Planned Giving

Bequests

The simplest way to leave a planned gift to benefit our community is to make a bequest by including specific language in your will or living trust naming the Oakland Aviation Museum as the recipient of a testamentary gift. Your will or living trust can include gifts in the form of cash, securities, or personal property. You may contribute a specific dollar amount, a percentage or the residual of your estate in this manner. Your estate will receive a charitable deduction for the full donation, so your heirs will not pay estate tax on these assets.

Retirement Plan Donations

Naming the Oakland Aviation Museum as a beneficiary of your retirement funds, such as an IRA, 401k, or 403b, is a simple and effective way to benefit the community while avoiding significant, often unanticipated tax penalties. Donating retirement accounts can reduce or eliminate these taxes. Please contact us (see below) for more information regarding our partnership with the Silicon Valley Community Foundation.

Charitable Remainder Trust

By transferring assets to a charitable remainder trust, you will receive an immediate tax deduction and income for you or your named beneficiaries for life or for a term of years. You may also reduce or avoid capital gains taxes associated with the asset. When the trust’s term is complete, the remaining assets will pass to the community foundation.

Charitable Gift Annuity

Charitable gift annuities allow you to make a significant gift to benefit the community while receiving fixed payments for life, regardless of the economic climate. A charitable gift annuity is a simple contract between you and us.