Arrow icon
Planned Giving at ActiveSGV

The ActiveSGV Legacy Circle

You've helped make the San Gabriel Valley more sustainable, equitable, and livable. A planned gift keeps that work going for future generations of the SGV.

Support That Outlasts a Single Gift

Many of our supporters have stood with ActiveSGV for years. A planned gift, like a line in your will or a beneficiary form, lets that support continue for generations. It costs you nothing today, and you don't need to be wealthy to make one.

An ActiveSGV team member in a yellow safety vest helps community members sign up at an outdoor event table.

Three Simple Ways to Give

Each option is simple to set up, and you can change it at any time.

A Gift in Your Will

Name ActiveSGV in your will or trust. You can leave a set amount, a percentage, or a share of what remains after your loved ones are provided for.

Retirement Accounts

Name ActiveSGV as a beneficiary of a retirement account, such as an IRA or 401(k). Your account provider can give you a short form.

Life Insurance and Bank Accounts

Name ActiveSGV as the beneficiary of a life insurance policy, or of a bank or investment account that passes to us after your lifetime.

The Legacy Circle

The Legacy Circle honors supporters who have included ActiveSGV in their plans. Whether you've already made a planned gift or you're just starting to think about one, we'd love to hear from you. You never need to share the amount.

Frequently Asked Questions

Do I have to be wealthy to do this?

No. Most planned gifts come from everyday supporters. A set dollar amount or a small percentage is enough.

Can I change my mind later?

Yes. You can update or remove a gift in your will or on a beneficiary form at any time.

What do I need to include ActiveSGV in my plans?

Your will or beneficiary form will ask for our legal name, Active San Gabriel Valley, and our tax ID number. Email legacy@activesgv.org and we'll send you our tax ID.

Contact us

Questions? Send us a note and a member of our team will follow up.