Planned Giving

Life is short but you can make a difference in the lives of the surviving spouses and children of our fallen United Stated military personnel that the Sugar Bear Foundation helps each year, by including the Foundation in your Estate Plan.

Types of Planned Gifts

  • Gift by Will or Living Trust

  • Gifts of Retirement Plans

  • Gifts of Appreciated Securities

  • Gifts of Life Insurance

  • Gifts of Personal Property

  • Gifts that Pay You Income

    • Charitable Remainder Unitrust

    • Charitable Remainder Annuity Trust

  • Gifts of Real Estate

Please contact your Estate Planning Attorney to include a gift to the Sugar Bear Foundation in your estate plan.

Foundation's Legal Name

The legal name to be used when providing for a gift to the Sugar Bear Foundation is:

"Sugar Bear Foundation, a California nonprofit public benefit corporation (EIN: 81-2390797)"

The Sugar Bear Foundation's Federal Tax I.D. number is 81-2390797

Click here to download a copy of the IRS's confirmation of the Sugar Bear Foundation's tax-exempt status.

Official Foundation Address:

Sugar Bear Foundation
516D River HWY #298
Mooresville, NC 28117-6829
(760) 622-9008