Instruction Sheet for Leaving a Bequest or Donation

to the Leadership Excellence and Development ("LEAD") Foundation

Purpose

This guide provides clear steps for individuals who wish to leave a financial contribution to the Leadership Excellence and Development ("LEAD") Foundation, a California nonprofit public benefit corporation and IRS 501(c)(3) tax-exempt entity. By including the LEAD Foundation in your will, trust, or estate plan, you help sustain programs that empower youth and strengthen the California Cadet Corps.

1. About the LEAD Foundation

The LEAD Foundation is dedicated to advancing leadership, education, and opportunity for young people, especially those facing challenges such as dropping out of school, gang involvement, or substance dependency.

Your gift supports initiatives that:

• Build leadership skills, citizenship, and self-esteem.
• Encourage diversity and equal opportunity.
• Provide mentorship, specialized training, and extracurricular activities.
• Facilitate peer outreach and leadership development among California Cadet Corps Cadets, creating a youth-centered leadership laboratory environment.

By supporting LEAD, you are directly investing in the future of the California Cadet Corps and the next generation of leaders.

2. Consult with a Lawyer or Estate Planner

Work with an attorney or estate planner to ensure your donation is legally valid and aligned with your estate planning goals. They can also advise on potential tax benefits.

3. Including a Bequest in Your Will or Trust

Sample Bequest Language:

• For a Specific Amount: "I hereby bequeath the sum of $[amount] to the Leadership Excellence and Development ("LEAD") Foundation, a California nonprofit corporation and IRS 501(c)(3) tax-exempt organization (Federal Tax ID: 36-4829446), located at Camp San Luis Obispo, 10 Sonoma Ave., Bldg. 1301, San Luis Obispo, CA 93405, to be used in furtherance of its charitable mission of supporting youth leadership and the California Cadet Corps."
• For a Percentage of the Estate: "I direct that [percentage]% of my residuary estate be distributed to the Leadership Excellence and Development ("LEAD") Foundation, a California nonprofit corporation and IRS 501(c)(3) tax-exempt organization (Federal Tax ID: 36-4829446), located at Camp San Luis Obispo, 10 Sonoma Ave., Bldg. 1301, San Luis Obispo, CA 93405, to be used in support of its charitable mission."
• For a Specific Purpose (Optional): "I bequeath [amount/percentage] to the Leadership Excellence and Development ("LEAD") Foundation to support [specific program or initiative]. If the program is no longer in existence, the Foundation may use the funds for a similar purpose that aligns with its mission."

4. Tax Benefits and Considerations

Because the LEAD Foundation is a 501(c)(3) nonprofit, donations made through your estate may qualify for charitable estate tax deductions, potentially reducing the taxable amount of your estate. Consult with a tax professional for guidance.

5. Other Ways to Give

In addition to a bequest in your will, you may consider:

• Naming the LEAD Foundation as a beneficiary in a life insurance policy, retirement plan (IRA, 401(k), etc.), or investment account.
• Establishing a Charitable Remainder Trust or Donor-Advised Fund.
• Making a lifetime charitable gift, which may provide immediate tax benefits.
• Making a one-time or recurring donation online.

6. Informing the LEAD Foundation

While not required, notifying the LEAD Foundation of your planned gift allows us to plan for future programs and properly acknowledge your generosity. Your foresight helps us continue building strong partnerships with the California Cadet Corps.

7. Keep Your Estate Plan Updated

Review your will, trust, and beneficiary designations regularly to ensure they reflect your current wishes. Inform your executor, trustee, or family members about your plans to support the LEAD Foundation.

8. Contact Information

Leadership Excellence and Development ("LEAD") Foundation
A California Nonprofit Organization & IRS 501(c)(3) Tax-Exempt Entity
Federal Tax ID: 36-4829446
Address: Camp San Luis Obispo, 10 Sonoma Ave., Bldg. 1301, San Luis Obispo, CA 93405
Email: LEAD@cacadets.org
Website: www.cadetleaders.org

For more information on the California Cadet Corps, visit www.cacadets.org.

Final Note

By including the Leadership Excellence and Development ("LEAD") Foundation in your estate plans—or by making a one-time gift today—you are making a lasting investment in leadership, education, and the future of the California Cadet Corps. Your generosity ensures that young people have the guidance, training, and opportunities to become tomorrow's leaders—strong in character, committed to service, and prepared to make a difference in their communities.