Planned giving and bequests are essential to our local work
By Matt Bielby
Bequests are a vital and continuing resource that strengthens the Sierra Club’s ability to preserve our natural heritage for future generations. Most donors plan their giving as a general purpose donation. This general support is most useful to us as it allows us to direct funds to our most critical conservation priorities. However, if you have a specific environmental or programmatic interest, or would like to establish a foundation, we would be happy to help you plan a donation that meets your interests and the long-term goals of the Sierra Club and the Sierra Club Chapter of San Francisco Bay.
Bequests to our local support conservation work right here in the Bay Area. This funding allows the Chapter to continue to protect the natural splendor of the San Francisco Bay Area and its regional wildlands for years to come. Planned giving is particularly important to the chapter as it can provide significant resources to enable continued advocacy over a long period of time. Bequests to the Sierra Club San Francisco Bay Chapter are not tax deductible; however, charitable bequests (tax deductible) can be awarded to the San Francisco Bay Chapter through the Sierra Club Foundation.
If you are planning a bequest, you may want to consider the financial benefits of a life income trust. Many people have realized significant benefits by using much of a planned bequest to establish such a trust. Please contact us if you would like to see how a life income trust could benefit your particular situation. We can also provide you with information on how a charitable annuity or residual charitable trust can benefit you and the Sierra Club. You can find out more on our Planned Giving page.
If you have any questions about planning a bequest for the Sierra Club San Francisco Bay Chapter, or would like to learn more about life income trusts and other deferred gifts, please contact Matt Bielby at [email protected] org or (510) 848-0800 ext 321.