Heritage Society
Join the Foundation’s Heritage Society
The financial support that Heritage Society members provide each year allows the Lodi Public Library Foundation to support vital library programs. But did you know that most all of the major renovations and expansion projects at the Lodi Library were made possible through estate gifts? Without these bequests, the Lodi Public Library would not be the site, or sight, that it is today.And you don’t need a great deal of wealth to make a difference– every donation and estate gift makes a lasting impact.
Members of the Heritage Society can expect more for their planned investment in the Library and our community. In addition to visiting the library and seeing what’s been made possible by other estate gifts, Heritage Club members also receive regular updates on Library and Foundation activities. Members also receive priority invites to special library and foundation events, as well as special Heritage Society functions.
When making a bequest by will, please share this sample bequest language with your estate planning attorney:
“I, [name], of [city, state ZIP], give, devise and bequeath to the Lodi Public Library Foundation, federal tax identification number 68-0438028, with the permanent address of 201 West Locust Street, Lodi, CA 95240 the sum of $_______ [or describe the real or personal property, or percentage of your estate] for its unrestricted use and purpose.”
You can also add an organization as beneficiary to these common assets:
Retirement plans, financial accounts, and life insurance policies.
Important information you will need for your will, trust, and beneficiary designation accounts:
Our full legal name:
Lodi Public Library Foundation
Our permanent mailing address:
201 West Locust Street
Lodi, CA 95240
Our federal tax identification number:
68-0438028
Adding the Lodi Public Library Foundation to your will, trust, and/ or as beneficiary to a savings or insurance account make great gifts that can give Lodi families, young and adult, the tools to build a better future. If you have made a planned gift to the Library Foundation, please let us know so that we can thank you!
If you have questions,or would like a brochure that provides more information on how to leave a legacy through the Lodi Public Library Foundation, please contact us.
Thank you for your interest in being a part of the Foundation’s Heritage Society
Library Foundation office: 209.333.5536
Email: office@lodilibraryfoundation.org