DONOR ADVISED FUNDS
This form makes it simple to give through some of the larger Donor Advised Funds. If your fund is not shown, simply provide your Fund administrator with our federal tax ID number, 94-3039028, our address (in the footer of this page) and the amount you'd like to contribute.
SFCASA is pleased to accept gifts of stocks, bonds, and mutual funds. A gift of appreciated securities held for more than one year can bring significant benefits for you, entitling you to a charitable income tax deduction for the full market value of the donated securities as of the gift date and eliminating capital gains tax.Check with your tax advisor.
The simplest way to contribute securities is to transfer them electronically by providing the following information to your broker:
Bancwest Investment Services/Pershing LLC, 1 Pershing Plaza, Jersey City, NJ 07399, DTC# 0443 with further credit to San Francisco CASA account #AWB045614. SFCASA's tax ID number is 94-3039028.
Please be sure to contact Paul Knudsen, Director of Development, to give him the details of your transfer so we may correctly credit the contribution. Please allow two weeks for processing.
PLANNED GIVING-JOIN THE FOSTERING FUTURES CIRCLE
Naming San Francisco CASA in your will can be a financially responsible way to make a special gift that may not be possible during your lifetime. Planned gifts can have significant benefits for donors and their heirs; please discuss these and other giving methods with your attorney, accountant, or other financial advisor. SFCASA's Fostering Futures Circle honors the philanthropy and vision of individuals who have provided for the future of San Francisco's foster youth by including SFCASA in their estate plans. The Fostering Futures Circle extends lifetime membership to those who inform SFCASA that they have included the organization in their future gift. Bequests can be designated or unrestricted in any amount. Planned gifts can have significant tax benefits for donors and their heirs; you should discuss these and other giving methods with your attorney, accountant, or other financial advisor.
Benefits of membership include:
- Priority Invitations to special events
- Two half price tickets to SFCASA’s annual Fostering Change Gala (or future signature event)
- Recognition in the Annual Reports (you may also choose to remain anonymous)
- SFCASA’s email newsletter to keep you up-to-date, if desired
Fostering Futures Circle gifts may include:
- Bequests of cash or property through a will or living trust
To add SFCASA as a beneficiary, your attorney can simply draft a codicil—an addendum to your will or trust. Here is suggested language that you can ask your attorney to review:
“I give and bequeath to San Francisco Court Appointed Special Advocates Program, tax identification number 94-3039028, located in San Francisco, California, %/$_________” of your estate; or describe real or personal property, including exact locations).
- Retirement plans and life insurance that name SFCASA as a beneficiary
To add SFCASA as a beneficiary, simply contact the company where you have your policy or account—you can often update beneficiaries online.
- Charitable trusts or life tenancy agreements
Each type of trust can offer the donor a distinct set of advantages including: providing donors and/or a loved one income for life; immediate income tax deductions; and, minimizing capital gains, estate or gift taxes.
To learn more or inform us of your decision to include SFCASA in our estate plans, please contact Paul Knudsen.
Matching gifts from your employer are a convenient way to double the impact of your contribution to SFCASA. Many employers will match cash, volunteer hours, and in-kind donations. The companies below are matching gifts to SFCASA:
Apple, BlackRock, Blue Shield, Camberview Partners, CBRE, Charles Schwab, Chevron, College Futures Foundation, Electronic Arts, Gap, Google, Genentech, Macy's, Maverick Capital, Passport Capital, PG&E, Salesforce, The Fremont Group, Visa
To see if your employer matches gifts to SFCASA, contact your human resources department.