THE DAVIS STREET FOUNDATION

PLANNED GIVING


Today, you can plan to help others help themselves. You can leave a gift to Davis Street in your will or trust, by beneficiary designation, or other planned gift. Your gift can help hundreds of families in need through our many programs.

Gifts can help benefit families in our community who struggle every day with rising costs of living in the Bay Area.

A simple method for your retirement plan or managed accounts

  1. Request a beneficiary designation form from your account administrator.
  2. Designate Davis Street Community Center, Inc. (dba Davis Street) as a partial, sole, or contingent beneficiary.
  3. Place a copy of the signed form with your will or trust.

Click here for examples of bequest language you can put in your will or trust.

For more information, contact Davis Street’s Development Manager, Katherine Aguirre at 510-347-4620 ext.109 or kaguirre@davisstreet.org

 

Disclaimer

The information on Davis Street’s website is not offered as legal or tax advice.

Neither the author, the publisher, nor Davis Street Community Center, Inc. is engaged in legal or tax advisory service. For advice or assistance in specific cases on whether donating or bequeathing a gift fits into your planning and circumstances, the services of an attorney should be obtained.

The purpose of the presented information is to provide general gift, estate, and financial planning information. State laws govern wills, trusts, and charitable gifts made in a contractual agreement. Advice from legal counsel should be sought when soldiering these types of gifts.