Legacy Circle

Help us sustain a community treasure by including the Gallo Center for the Arts in your estate planning today! These important gifts help create long term funding channels that the Gallo Center relies on as we plan for the future.


Too often we don’t hear of an estate gift until after the donor has passed. We welcome the opportunity to speak with you today about your legacy giving options and recognition that is meaningful and appropriate for you and your loved ones. Please review the following information and click below to download Legacy Circle forms:

Getting Started
  1. Begin your estate planning discussion with your financial advisor or attorney. The Gallo Center can provide a list of recommended advisors in the area.
  2. Contact Kristen Kenyon in the Philanthropy Office at 209-338-5032 or by email at kkenyon@galloarts.org to review the fund designations available to support the Gallo Center. Gifts can be directed to general operations, endowment funds or specific programs such as Arts Education.
  3. Please use the Gallo Center’s set of sample language (click below to download) when creating or updating your bequest paperwork.
  4. Please inform us of your bequest intentions by completing the Legacy Circle Form.

Ways to Give

Bequests

In your will, you can designate a specific amount, a percentage of your total estate, or a share of the residue after gifts to your heirs.

Click here for sample gift language for your will or trust.

Living Trusts

Provide for yourself and your family, before and after your death, through a living trust and list the Gallo Center for the Arts as the beneficiary of a specific gift or the residue of your estate.

Life Insurance Policy

One of the easiest ways to leave a gift for the Gallo Center for the Arts is to update a beneficiary form associated with your Life Insurance Policy. If you no longer need the coverage of your current policy, you can name the Center as a sole or partial beneficiary.

Retirement Plans

Name the Gallo Center for the Arts as the beneficiary of a pension, 401K, IRA, or other retirement plan could help your family avoid taxation on retirement plan assets.

Are you 70 ½ or older? Click here to learn more about IRA Charitable Rollover Gifts!.

Click here for a sample letter of instruction from Donor to IRA Provider.

The material presented on this website is intended to provide general gift planning information. The Gallo Center for the Arts is not qualified to provide specific legal, tax, or investment advice and asks that you consult with your own legal and financial advisors before making any gift.

Contact Us

Development Office
friends@galloarts.org
(209) 338-5032
FAX: (209) 338-5006

Monday – Friday, 9:00 am – 5:00 pm