Planned Giving

A Living Legacy

We invite you to join the Living Legacy Society, a special group of supporters who have made a commitment to the Foundation's vision of equity and justice by choosing to include us in their estate plan.

As a member of the Living Legacy Society, you will play an important role in sustaining the Foundation's progress for generations to come.

Membership in the Living Legacy Society entitles you to a number of benefits:

  • Invitations to special events hosted by the Foundation's president and CEO.
  • Opportunities to meet preeminent experts on key issues for women and girls today.
  • Recognition in various publications, depending on your preference.

Invest in the Future You Want to See!

Whether your estate is large or small, you have the power to make a lasting contribution to the Women's Foundation of California by making a planned gift. We look forward to working with you and your advisors to develop a long-term gift plan that best reflects your personal commitments. Leave a legacy that ensures that the health and economic opportunity for women and girls is nurtured and sustained well into the future, while maximizing the value of your estate for your heirs.

Many Options for Giving

The Living Legacy Society is designed to enable you to fulfill your philanthropic objectives through estate planning in a simple and tax-efficient manner. We encourage you to take advantage of the following planned giving options:

Wills and Bequests
You can name the Foundation as a beneficiary in your will or trust.

Gifts of Property and Financial Assets
You can make the Foundation a beneficiary of real property, marketable securities, qualified retirement plans, IRA accounts and life insurance policies. In most cases, you can also deduct the market value of the real estate and marketable securities as a charitable donation. 

Donor Advised Funds
A Donor Advised Fund functions like a "charitable checking account" during your lifetime and can also be structured to designate the Foundation as its beneficiary.

Trusts and Annuities
Trusts and annuities are Life Income Gifts. These can take the form of:

Charitable Remainder Trusts
You can convert an asset into an income stream through a gift of property. Once in a trust, the property can be sold tax-free to provide lifetime income to you and the Foundation.

Charitable Lead Trusts
Funded initially with trust assets, the Foundation receives a percentage of the value of the trust's assets for a period of time. After this period, the entire trust's assets will be distributed to beneficiaries designated by you.

Charitable Gift Annuities
You can transfer cash or stock to the Foundation while receiving fixed quarterly payments for life, an immediate tax deduction and capital gains tax savings.



For more information about planned giving options at the Women's Foundation of California, please contact Cathy Schreiber at (415) 837-1113, ext. 301.