Planned Giving for Curry Senior Center
Create a legacy to ensure that Curry Senior Center is able to continue to innovate, adapt, and meet the needs of future generations of thriving seniors in the Tenderloin and South of Market neighborhoods.
You can help support our mission by making a planned gift to Curry Senior Center.
Your gift will support the long-term financial stability of the organization and ensure that San Francisco’s Tenderloin and South of Market seniors continue receiving excellent services for years to come.
Preparing an Estate Plan
It is advisable to seek the counsel of an attorney when making your estate plan and will. Statutory wills can be also purchased at office supply stores or online, but provide for basic disposition of your assets and property and have only limited choices. If you would like to become a legacy society member today or be referred to a planned giving professional for assistance, please contact the Executive Director at 415-920-1351.
Become a Legacy Society Member Today!
Below are three examples of ways to set up a planned gift to Curry Senior Center. We recommend you consult your financial or legal advisor to determine the option that’s right for you.
- Name Curry Senior Center as a beneficiary of an insurance policy, IRA, or another retirement account — specify a dollar amount or a percentage. This does not require a will or trust, and the benefits to Curry Senior Center are tax-free!
- Name Curry Senior Center the “payable on death” beneficiary of an account at a bank or other financial institution, to receive the funds remaining in the account on your death. • Make a bequest to Curry Senior Center in your will or trust. Options include providing that Curry Senior Center will receive
- a specific dollar amount
- all or a share of the remainder of your estate after specific bequests have been made, and
- a bequest only if your primary beneficiaries are not alive. More Ways to Give • Donor Advised Fund —a flexible giving vehicle that offers immediate tax benefits and allows donors to support the charities of their choice on their own schedule through grant recommendations.
- Qualified Charitable Distribution — allows individuals who are 70½ years old or older to donate up to $100,000 total to one or more charities directly from a taxable IRA instead of taking their required minimum distributions.
- Paid Life Insurance Policy — Name Curry Senior Center as the beneficiary of your life insurance policy.
Discuss Planned Giving
Submit the form to speak with our Development Director, Maureen DeCoste.
