Planned Giving
When you include Save The Bay in your will, trust or beneficiary listings, you help ensure that future generations will enjoy a healthy and vibrant Bay. Your estate gift will have a lasting impact on the Bay and our community's quality of life.
For more information about planned gifts and Save The Bay's Legacy Society, please contact Janine Kraus, Director of Development, at (510) 452-9261, ext 106 or by email at janine@saveSFbay.org.
Leaving a Legacy for Save The Bay
Top 10 Things You Can Do Today
1. Prepare a will: Only 50% of those who pass away have one. Without a will, you may lose control over your belongings.
2. Leave a gift in your will for Save The Bay: Less than 6% of American households have included nonprofits in an estate plan. Imagine the positive impact on our community if everyone made a donation to a favorite nonprofit.
3. After you have taken care of your family, consider making a residual bequest to Save The Bay.
4. Consider using assets for your charitable gift: these include but aren't limited to: cash, stocks, bonds, CDs, real estate, vehicles, art and jewelry. Such gifts may even provide estate tax savings.
5. Name Save The Bay as the beneficiary of your pension plan or IRA.
6. Name Save The Bay as the beneficiary of an existing life insurance policy.
7. Purchase a new life insurance policy naming Save The Bay as the beneficiary.
8. Remember loved ones with memorial gifts to Save The Bay in their names.
9. Encourage family and friends to leave gifts to Save The Bay in their wills.
10. Ask your financial advisor to include charitable giving as part of counsel to clients.
[This list adapted from Leave a Legacy Bay Area]