Planned Giving

Increase font size  Decrease font size 

Welcome!
It's no secret that the programs of Save The Bay depend on your goodwill. We've created this easy-to-understand website to help you plan, for your future and ours. There are many easy giving options from which you can choose—strategies that enhance your personal well being, as well as Save The Bay.

Not sure where to begin?

  • Try our Build Your Gift planner. By answering a few basic questions, this interactive tool steps you through the process of narrowing down your choices. It's fun and easy to use!
  • Use our Plan by Age tool to make a plan that's right for you and the stage you're at in life.
  • If you already have gift options in mind, choose Compare Gifts to see how your choices match up.
  • Click on eBrochures to request specific information on a planning option.

If you get lost, rest assured that we're always here to help. Simply contact Catherine Fox at 510-463-6837 or cfox@saveSFbay.org with any questions.

Check Out Our Monthly Feature Articles:

Don't Miss Your Chance: Make Tax-Free Gifts From Your IRA Today!
If you are 70½ or older, the extended charitable IRA rollover legislation benefits you! While easy to accomplish, this tax-smart gift option enables you to jump-start your legacy and witness the benefits of your generosity to Save The Bay. Take a moment to review the questions and answers here to see if this arrangement is right for you. More

Is Facebook Part of Your Estate?
Have you thought about your online legacy? Learn what to consider when planning your estate in an era of social networking. More

When Your Online Passwords Become Your Heirs' Problem
Protecting your online information and access is crucial. But how? More

The Dangers of DIY Wills
Don't let your family lose money to legal fees, taxes and interest because of a do-it-yourself will. Learn a lesson from this real-life example of a DIY will gone wrong. More

Intellectual Property 101: Intangible Assets
Every year, thieves steal more than $300 billion in mostly invisible assets from U.S. companies and individuals. Learn how you can protect your ideas and other intangible assets. More