Planned Giving - Estate Planning


Join the ALRP Angels Legacy Society by naming ALRP in your will or trust.

A planned gift to ALRP helps to ensure the future of the services and programs we provide in the San Francisco Bay area community and may further your financial goals.

Planned gifts include gifts through your will, charitable gift annuities, gifts of life insurance, pooled income funds, and charitable trusts.

Bequests - Many of our supporters make charitable gifts by naming ALRP as a beneficiary in their wills.

Life Income Gift - You irrevocably transfer some assets to ALRP now, and in return, you (and a survivor, if you wish) receive income for life.

Gift of Life Insurance - You may purchase a life insurance policy naming ALRP as the owner and beneficiary. Your premium payments are then income tax deductible. You may also transfer ownership of an existing life insurance policy to ALRP, naming them irrevocable beneficiary, and realize income tax deductions.

Pooled Income Fund - Your gift of money, marketable securities, or both is invested together with similar gifts from other supporters.

Charitable Lead Trust - Individuals with very large estates can use a charitable lead trust to benefit ALRPand pass principal to domestic partners and/or family members with little or no tax penalty.

Gift of Retirement Plans - Your IRA assets will be transferred to a charitable remainder trust, the trust will provide life income to the beneficiary, and then an eventual gift to ALRP.

To make a planned gift to ALRP or for more information, contact Jim McBride, Director of Development, at (415) 701-1200 ext. 301 or jim@alrp.org.









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