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Planned Giving to DCC

What is a planned gift? 

A planned gift is a bequest that names an organization as the future recipient of a gift from your estate upon your passing.  A planned gift to the Democratic Club of Claremont is a way for you to create a legacy in your own community that advances the principles and priorities of the Democratic Party.


Why give?

The Democratic Club of Claremont is the voice of the 11,500 registered Democrats in the city of Claremont.  We work to elect Democrats, strengthen the party, and improve it from within.  Together, we elect Democrats from up and down the ticket – from President of the United States to Claremont city council.  We write endorsement questionnaires, interview candidates, issue endorsements, and support our endorsed candidates with door knocks, lit drops, phone calls, postcards, and more.  We take positions on legislation, lobby our legislators in person, hold them accountable for their votes, and make them earn our support year after year.  We discuss policy.  We debate.  We influence party decisions.  We vote.  We are active in our communities.  We improve our community.  We host events and build community among ourselves.  We are the party’s grassroots.

By making a planned gift to the Democratic Club of Claremont, you enable us to strengthen this legacy – and make it part of your own.


How to give?

You can make a planned gift to DCC through your will or trust, or by naming DCC as a beneficiary of your retirement account, pension, or life insurance policy.  You may make gifts of cash, retirement assets, or life insurance.   

Sample bequest language to include in your will or trust:

Bequest of a specific dollar amount

"I hereby give, devise, and bequeath the sum of $ _____ to the Democratic Club of Claremont, a general purpose political action committee located in Claremont, CA 91711, Federal Tax ID: 20-1627746, for the organization’s general use and purpose."

Bequest of a percentage of an estate

"I hereby give, devise, and bequeath ___ % of my total estate, determined as of the date of my death, to the Democratic Club of Claremont, a general purpose political action committee located in Claremont, CA 91711, Federal Tax ID: 20-1627746, for the organization’s general use and purpose."

Residual bequest

"I hereby give, devise, and bequeath to the Democratic Club of Claremont, a general purpose political action committee located in Claremont, CA 91711, Federal Tax ID: 20-1627746, [All or a Percentage] of the rest, residue, and remainder of my estate for the organization’s general use and purpose."

Contingent bequest

"If [Primary Beneficiary] does not survive me, then I hereby give, devise, and bequeath to the Democratic Club of Claremont, a general purpose political action committee located in Claremont, CA 91711, Federal Tax ID: 20-1627746, ____ [a $ sum or % of my estate] for the organization’s general use and purpose."


Declaration of future support

A declaration of future support is a legally non-binding communication of your intent to make a planned gift to DCC.  We would ask to see the bequest provision (which would be revocable and remain revocable until the time of your passing).  You would complete the form below.  Since we are a volunteer organization with limited capacity, we are unable to provide tax advice and we are only equipped to handle relatively uncomplicated bequests such as those mentioned above (no real estate, stock, or artwork, for example) without restrictions on or designations for their use.

You may download the form below here.

Planned Giving

Declaration of Future Support


Personal Information

Donor Name: ________________________________________       Date of birth: ____/____/____  

Joint donor name: ____________________________________     Date of birth: ____/____/____

Address:  ______________________________________  City: ______________ State: ____ Zip: ____

Phone: ____________________  ◻Mobile  ◻Home  ◻Business  Email: ________________________


Gift Information

                       ◻Bequest (will/trust)      ◻Retirement account      ◻Insurance policy 

Does your gift benefit someone else (e.g., spouse or family member) before DCC?  ◻Yes ◻ No

DOB of primary beneficiary:  ____/____/____        DOB of secondary beneficiary: ____/____/____

This gift is created as a   ◻Specific dollar amount   ◻Percentage of estate   ◻Remainder of estate

A good faith estimate of the current dollar value of this gift is: _____________________________

Additional details: _______________________________________________________________


Additional Information

◻Donors agree to provide DCC with a copy of the pages from their will or trust to confirm that the appropriate language has been inserted into these documents.

◻This is my first time alerting DCC of my intentions.  ◻This updates a previously recorded declaration.

◻I/We wish to remain anonymous.  Please do not make my name public as a donor of this gift.


Donor signature:   ___________________________________________  Date:  ____/____/____

Joint donor signature:  _______________________________________   Date:  ____/____/____



For instructions on returning this form, please first contact the DCC treasurer at 310-279-2247.



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