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Planned Giving

A Gift in Your Will or Living Trust

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You want to leave money to the SF SPCA in your will. You also want the flexibility to change your will in the event that life circumstances change. You can do both.

In as little as one sentence, you can complete your gift. This type of donation to the SF SPCA in your will or living trust helps ensure that we continue our mission for years to come.

FreeWill, A Tool For Planning the Future

With a little planning you can ensure the future care of your family, pets and the causes important to you. To help you get started, you can use FreeWill, a free, online resource that guides you through the process of creating a legally valid will in 20 minutes or less.

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See How It Works

An Example of How It Works

Young family with kids and petsMeet Tom and Martha. When they got married and created a will, they included a $75,000 gift to the SF SPCA. As the family grew to include three children, Tom and Martha decided to revise their gift to ensure their children's future financial security.

They met with their attorney and revised the gift language so that the SF SPCA received a percentage of their estate, instead of a specific amount. Tom and Martha now rest easy knowing their plans will provide for the future of their family as well as the future of animal welfare.

Next Steps

  1. Contact Director of Planned Giving June Hom at (415) 430-3251 or jhom@sfspca.org for additional information on bequests or to chat more about the different options for including the SF SPCA in your will or estate plan.
  2. Seek the advice of your financial or legal advisor.
  3. If you include the SF SPCA in your plans, please use our legal name and federal tax ID.

Legal Name: San Francisco SPCA
Address: 201 Alabama Street, San Francisco, CA 94103
Federal Tax ID Number: 94-0836580

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A charitable bequest is one or two sentences in your will or living trust that leave to the SF SPCA a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I give to the SF SPCA, a nonprofit corporation currently located at 201 Alabama Street, San Francisco, CA 94103, or its successor thereto, ______________ [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to the SF SPCA or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to the SF SPCA as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to the SF SPCA as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and the SF SPCA where you agree to make a gift to the SF SPCA and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.
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