Swords to Plowshares

A planned gift results from the donor’s careful consideration of several factors, including:

• the purpose of the gift,
• the assets to be used to fund the gift,
• the gift’s timing,
• its effect on income tax and estate tax planning,
• and its impact on the donor’s family members and friends.

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 (415)252-4787, ext. 343 or email development@stp-sf.org.