Gift Planning Guide
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Gift planning is about creating your legacy.
At The San Francisco Foundation we are here to discuss your future with you and help plan how to leave a lasting impact on our community. Whether you are thinking about a current stream of income with a charitable remainder or want to include a charitable component in your estate plan, we are here to help. Giving through The San Francisco Foundation allows you to name the issues, charitable organizations and areas important to you. You have options. More
Check Out Our Monthly Feature Articles:
Donor Profile: Nigel and Barbara Renton
People matter to Nigel and Barbara Renton. From their own family to people they have never met, the Rentons value people. The importance of people is apparent in their philanthropic work. More
How to Name Us as Beneficiary of Your Retirement Plan
If you would like to change the beneficiary of your retirement plan to benefit The San Francisco Foundation but are worried that the process may be inconvenient and complicated, you're about to be pleasantly surprised. Read how easy it is. More
The Mess She Nearly Left: Estate Plan Review Averts Potential Heartache
When Tracy O'Brien* created her first will in 2002, her goal was simple—to protect the future of her only son. Estate planning attorney Johni Hays reviews the 2002 plan and gives her advice to ensure Tracy's goals are met. More
Good Things Happen When You Make a Will
What do you want your will to do? When kept up-to-date, your will can specify your exact wishes. Check to make sure your will covers these seven planning practices. More
Research Reveals What the Kids Will Think of Your Charitable Intentions
Have you thought about including The San Francisco Foundation in your estate plan—as the beneficiary of your retirement plan assets or as a recipient in your will, for example—but hesitated because you were worried about providing for your family? New research reveals how your loved ones feel about sharing their inheritance. More
