There are many ways you can support UCP of the Golden Gate and its work to benefit people with disabilities.
Charitable Gifts & Planned Giving
UCP welcomes all types of gifts and bequests to support our many services. Some examples of gifts include: real estate, life insurance, securities, and bequests (designated in your will).
There are three types of bequests that can be written into your will. These include:
Specific Bequest: A specific dollar amount or percentage of your estate or property can be designated to go to the UCP in your will.
Residual Bequest: After the estate has paid all expenses, debts, and taxes, and honored all specific bequests, the remaining amount would be transferred to UCP.
Contingent Bequest: Under certain circumstances, UCP would receive all or a portion of your estate.
Bequests and other forms of planned giving are vital resources, supplying critical funding we rely on year after year. Your bequest to our agency is living evidence of your belief in the work of UCP of the Golden Gate.
To make a bequest to UCP of the Golden Gate, please consult your tax attorney for proper wording in your living trust.
The following types of gifts can also be made. Please discuss this with your attorney or financial advisor to determine if any of these gifts fits your wishes or needs.
Charitable gift annuity: UCP, in exchange for an irrevocable gift, will pay a fixed dollar amount during the life of the donor or designated other. The amount that is received is determined by many factors including: age of donor, age of beneficiaries, and size of the gift.
Pooled income fund: UCP receives a gift from you in money or securities, which are invested together with similar gifts from other donors. The donor will continue to receive a proportionate share from the income for the rest of the donor’s life.
Charitable remainder trust: UCP receives cash, securities, or other property from the donor. In return, UCP returns a percentage of income based on the gift value.
Charitable remainder annuity trust: UCP receives an irrevocable transfer of the donor’s money in return for a fixed amount of money to be given to the donor annually for life.
Revocable trust: This option is for donors who want to be flexible, give a gift with a variety of assets, and have the option of taking back the gift. This gift would give UCP money after it has provided income to the donor or designated loved one for life.
Gifts of insurance: If an existing insurance policy is no longer needed, you can assign UCPGG as the beneficiary.
If you have any questions, please contact your lawyer, financial planner, or UCPGG. There are many resources on the internet to guide you, such as the American College of Trust and Estate Counsel.
UCPGG is registered as a 501(c)(3) non-profit organization. Contributions are tax deductible to the extent of the law.