Educating children. Empowering families. Enriching community.

Gift Planning

Your loved ones come first when you prepare an estate plan. The next step is to look around you for opportunities to improve the well-being of the next generation. Your support of Holy Family Day Home, both now and by advanced planning, can have just such an impact.


Four ways to help the children

The following estate planning techniques can achieve your goal of providing a secure learning environment for at-risk children:

DONATING BY WILL OR TRUST

These tools can be effective at providing security for all your loved ones AND you will have a lasting impact on Holy Family's children.

  • Donate part or all of the remainder of your estate to HFDH after all your loved ones receive their bequests. Discuss the following wording with your attorney. "I give and bequeath to Holy Family Day Homes of San Francisco, tax identification number 94‑1156492, located in San Francisco, California, the residue (or X% of the residue) of my estate."
  • Donate a percentage of your estate. Discuss the following wording with your attorney. "I give and bequeath to Holy Family Day Homes of San Francisco, tax identification number 94‑1156492, located in San Francisco, California, X% of my estate.”
  • Donate a specific amount of money. Discuss the following wording with your attorney. "I give and bequeath to Holy Family Day Homes of San Francisco, tax identification number 94‑1156492, located in San Francisco, California, $____."
  • Donate specific property such as stocks, bonds, or real estate. Discuss the following wording with your attorney. "I give and bequeath to Holy Family Day Homes of San Francisco, tax identification number 94‑1156492, located in San Francisco, California, (name and describe specific property).”

DONATING SECURITIES

If you have held securities for a long time and they have increased in value, you may be able to capture tax savings, providing the opportunity to make a larger gift to HFDH at no additional cost to you.

RETIREMENT PLAN DONATIONS

This is similar to a gift of the remainder of your will or trust. You can name Holy Family Day Home to receive the residual value of your retirement account or pension plan. You control the assets during your lifetime, and take care of your loved ones before the donation to HFDH occurs.

LIFE INSURANCE DONATIONS

This is an easy way to make a significant gift to Holy Family Day Home. For instance, many people buy whole life insurance policies to provide financial protection for a growing family. In later years, when the policy is no longer needed for this purpose, the policy value can easily be donated to HFDH by completing a simple change of beneficiary form. You can preserve the bulk of the death benefit for family members by assigning appropriate percentages to your designated beneficiaries. There are even tax benefits for some gifts of insurance.


You need to know

Our legal name is Holy Family Day Homes of San Francisco.
Our tax identification number is 94-1156492.

More information

We’d like to send you more information about the many ways you can make a difference in the lives of our region’s most vulnerable children. We are always pleased to assist you and your advisors. Please submit this form, or call 415-565-0504.