Make an impact while planning for your future
We also offer the ability to create a free Revocable Living Trust
Everybody needs a will
Whether you’re 18 or 108, everyone should have a will in place. People use wills to choose who gets their property, name guardians for minor children, provide a plan for pets, and more.
Through a will, many people also choose to leave a part of their estate to Vivalon and make an impact on the causes they love, for years to come.
Why give in your will?
Common gifted assets in wills and trusts
- Financial accounts
- Real estate
- Vehicles
- Brokerage accounts
- Crypto and NFTs
- Personal property
Make your will online – for free!
Vivalon has partnered with FreeWill to offer an online estate planning tool that makes it easy and cost-free to make your plan. In as little as 20 minutes, you can help support our mission for future generations.
We also offer the ability to create a free Revocable Living Trust
Popular resources
Sample bequest language
This language may help you and your attorney as you consider a gift that will meet your financial and personal goals.
Sample codicil
When it’s time to update your will, you can use a codicil—an addition or supplement that explains or modifies your existing will.
Planned giving helps fuel Vivalon’s mission
A gift in your will creates a foundation for the future. Our work today is important, but it is equally, if not more important, to ensure older adults in Marin are cared for well into the future. With nearly one out of every three residents over 60, our mission has never been more important and your support more crucial.
I think it’s important to give locally so you can make a difference in your own community. This is the legacy I want to leave the world. When people remember me, I want them to also remember my giving in this way.
Marion Brennan
Frequently Asked Questions
Yes! Gifts of any size are deeply appreciated. Many people choose to leave a percentage of their estate, which scales up or down with your estate size.
Yes! Knowing in advance about your intentions is quite helpful to our staff, but you are always welcome to not share your gift.
We’ve partnered with FreeWill to help you make a will or trust at no cost to you. You can use this to complete your plans, or you may choose to use the same tools to get your affairs in order before visiting an attorney (who is likely to have a fee associated with finalizing your plans).
Yes. You are always free to revise or update your estate plans.
Yes! FreeWill will never share your personal information without your permission.
We’re here to help you meet your goals!
Our team would be happy to speak with you in confidence about your giving goals, with no obligation.
Name: Yvonne Roberts
Title :Chief Donor Relations Officer
Phone: 415-258-0578
Email: yroberts@vivalon.org
Already included us in your estate plan? Let us know
More ways to make an impact
Beneficiary designations
Gifting assets not covered by your will — like 401(k) or IRA accounts — may help your heirs avoid unwanted taxes, even if you’re below the estate tax threshold.
Popular tax-smart gifts
Many people are increasingly choosing to give non-cash assets, so they can have a bigger impact at less cost to them.
Gifts that pay you back
Give assets while providing yourself or others with income for a period of time or distributions at a later date.