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Planned Giving/Bequests A planned gift results from the donor's careful consideration of several factors, including:
A planned gift is best made with the counsel of one's financial advisors, such as your attorney, accountant, banker, financial planner or insurance professional. A bequest in your will or trust is a caring way to provide for the future of a charitable organization you support. In addition to being an important legacy, a bequest offers generous tax advantages and may help your estate pass tax-free when it's settled. Besides cash gifts, you may also bequeath stocks and bonds and other property. Please consult with your attorney for details. Contact the Development department at (510) 635-3663, ext. 304 or send an email.
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