Leave a Legacy

Naming Greenbelt Alliance as a beneficiary in your estate plans can help protect all we love about the Bay Area for future generations. Charitable gifts through your will, living trust, retirement account, or other entity can ensure that Greenbelt Alliance continues its work for years to come, while also minimizing taxes and settlement costs and conserving more of your estate for your loved ones.

With the advice of an attorney, you can make a bequest by preparing a new will or living trust or by adding an amendment to your present will or living trust. Contact Development Director, Hillary Aiken, if you’d like to learn more at 415-543-6771 x305 or haiken@greenbelt.org.

Jack Kent Jr. Legacy Circle

The Jack Kent Jr. Legacy Circle recognizes and honors those who have included Greenbelt Alliance in their estate plans. Jack Kent Jr., was one of Greenbelt Alliance’s early leaders, a nationally known advocate for open space protection and more livable communities. Kent founded the Department of City and Regional Planning at the University of California, Berkeley, and for many years headed the San Francisco Planning Department.

Members of the Legacy Circle receive invitations to special events and mailings, and will be listed in the annual report and other periodic publications unless privacy is requested. Conversations about your future plans will be kept strictly confidential.


 

Bequests

Making a gift through your will or trust is the most popular form of planned gift and can be an easy, tax-efficient way to plan your giving. A bequest to Greenbelt Alliance can be made for a specific amount, for a percentage of your estate or even for a portion of what remains of your estate once your bequests to family and friends have been fulfilled. Your gift costs you nothing now and you will have the satisfaction of knowing that your support for Greenbelt Alliance will live on in the future.

To make a gift to Greenbelt Alliance from your estate, you must sign a new will or living trust instrument, add a codicil (modify) to your current will, or make an amendment to your current trust. We encourage you to discuss your plans with your financial advisor or estate attorney to ensure that your charitable goals will be met. You can rest assured that you can change your bequest at any time—if your circumstances change, or for any other reason.

Charitable giving through your estate plans can offer flexibility and estate tax advantages. Please let us know if you have planned a gift for Greenbelt Alliance. We look forward to welcoming you to the Jack Kent Jr. Legacy Circle.


Transferring Assets

A beneficiary designation to Greenbelt Alliance is a simple and meaningful way to help the work of preserving open space and building vibrant cities. After your lifetime, these assets will transfer directly to Greenbelt Alliance without going through probate.

Beneficiary designations can be made for:

  • Retirement plans, such as IRA’s, 401(k) s, 403 (b) s, and so on.
  • Life insurance policies
  • Bank and brokerage accounts and other types of deposit and investment accounts, where allowed by state law and offered by your financial institution.

You may designate all or just a percentage of your policy, plan, or accounts. Once you decide to designate Greenbelt Alliance as a beneficiary, simply provide the address and tax identification number, as follows, on your beneficiary designation form.

Greenbelt Alliance/People for Open Space
312 Sutter Street, Suite 510
San Francisco, CA 94108
Tax ID#94-1676747

 

For more information on any of these legacy options, please call the Development Director at 415-543-6771 x305.

Thank you for your thoughtful planning. Please consult with your attorney or accountant regarding the tax ramifications of your bequest.

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