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CB17 FAQs
Help us secure Outward Bound California’s future with a legacy or planned gift to ensure our ability to serve students for generations to come.
WILLS AND BEQUESTS
A legacy gift through your will, trust or retirement account is one of the most popular and flexible ways that you can support OBCA’s mission. See sample language here.
BENEFICIARY DESIGNATION
A beneficiary designation allows you to name OBCA as a recipient of assets that pass outside of your will — including IRAs, 401(k)s, bank accounts, and life insurance policies. Simply request a beneficiary designation or “transfer on death” form from your financial institution and designate Outward Bound California as a full or partial beneficiary. We recommend notifying us so we can thank you and ensure your wishes are honored.
IRA and QUALIFIED RETIREMENT-PLAN DISTRIBUTIONS
For donors ages 72 and above, Qualified Minimum Distributions must be withdrawn annually from retirement accounts. Individuals not interested in claiming more annual income can benefit from tax reductions by designating distributions to a charitable organization.
MAKING A PLANNED GIFT
LEGAL LANGUAGE AND TAX ID
For all legal purposes, please refer to our organization as:
Outward Bound California
548 Market Street, PMB 68876
San Francisco, CA 94014-5401
Tax ID#: 26-4206241
SHARE YOUR PLANS
If you have included OBCA in your estate plans, please let us know by emailing us at [email protected] or completing this online form so we can welcome you as a member of The Challenge and Discovery Legacy Circle.
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Board member emeritus and co-founder of OBCA
Doug Levick,
Outward Bound California, which I co-founded and was a board member of for 15 years, is very special to me, because it is one of the very few organizations that helps build a solid foundation for personal growth in teenage youth. In today’s increasing complex world, we badly need to do all we can to better equip our youth to be leaders and responsible citizens.
My wife and I have chosen to contribute a significant part of our estate to Outward Bound California, because the challenging experiential learning exercises and experiences that are the heart of Outward Bound’s programs require youth to dig deep and discover hidden strengths which build grit, resiliency, self-confidence and compassion, essential components of success in life.
Dearly loved Outward Bound Instructor
Scott McAndrews
Our son, Scott, loved Outward Bound. His life was changed on his own 72-day expedition. That expedition for Scott was life changing, life building and life directing. It was the opportunity he was seeking to analyze, evaluate and direct his next steps.
When his course completed, he committed to working for Outward Bound at first as a Logistics Coordinator, then an Instructor, and then a Lead Instructor in the High Sierra. He felt his story and leadership could positively impact others and their futures. In these roles at Outward Bound, he found a deep calling in service to others.
Scott instructed a number of Outward Bound courses and, because of his love for the outdoors and his excellent skiing ability, he became a ski patroller for the Mammoth Mountain Ski Patrol. It was another act of service for him. He excelled in the role, becoming a leader in the industry and was voted ‘Rookie of the Year’ by his team members. During this position, Scott was involved in a safety operation where he and his fellow patrollers lost their lives.
Our family has determined that part of our estate will become a legacy contribution to Outward Bound California. While we do have scholarships in Scott’s name, we made our commitment to be members of ‘The Challenge and Discovery Legacy Circle’ prior to Scott’s accident.
Scott’s passion for and experience with Outward Bound had such a profound impact that we knew our family wanted these experiences and impacts to continue into the future. We’re so glad we made this decision.
– Isabelle and Briggs McAndrews
