Planned Gifts

You can support Komen San Francisco Bay Area in a variety of ways, including through your estate. Including Komen San Francisco Bay Area in your estate plan will not only assist you in reaching and achieving your own philanthropic and charitable giving goals, but it will also allow Komen San Francisco Bay Area to continue its mission of fighting breast cancer in its community.

There are many charitable planned giving options available to you. For example, you can make a planned gift to the affiliate by naming Komen San Francisco Bay Area as a beneficiary of your last will and testament, life insurance policy or retirement plan.

You can also name Komen San Francisco Bay Area as a beneficiary of a charitable trust. Your attorney or financial advisor can advise you of the various types of charitable trusts and assist you in establishing a trust that is tailored to your personal needs.

Some of the above-mentioned planned giving strategies may have a greater tax benefit to you than others, so please consult with your attorney or financial advisor on which strategy would work best for you.

Below please find examples of specific language that you may use to name Komen San Francisco Bay Area as a beneficiary of your will, trust, life insurance policy, retirement assets, or other contractual gift. Please consult your attorney or financial advisor prior to making decisions regarding your assets. If you, your attorney or financial advisor has any questions, please do not hesitate to contact us by calling Komen San Francisco Bay Area at 415-397-8812 or by email at info@komensf.org

A. GIFTS UNDER A WILL
The following language is an example of wording that may be used to name The San Francisco Bay Area Affiliate of Susan G. Komen as a beneficiary of your last will and testament. You may either make a general or restricted gift to Komen San Francisco Bay Area for education, screening, or treatment support. In addition such gift may be of a specific dollar amount or it may also be of a percentage of your estate. If you wish to make a restricted gift to Komen San Francisco Bay Area, please contact us at 415-397-8812 or email info@komensf.org prior to finalizing your gift.

a. GENERAL TESTAMENTARY GIFT: SPECIFIC MONETARY AMOUNT: I hereby give and bequeath _______________________ Dollars ($__________________) to Susan G. Komen San Francisco Bay Area®, of San Francisco, CA to be used for general purposes. In the event that Komen San Francisco Bay Area is not in existence at the time of my death, then I hereby give and bequeath _______________________ Dollars ($__________________) to the national headquarters of Susan G. Komen®, of Dallas, Texas, to be used for general purposes in the former service area of Susan G. Komen San Francisco Bay Area.

b. GENERAL TESTAMENTARY GIFT: PERCENTAGE OF RESIDUE OF ESTATE: I hereby give and bequeath ________ percent (_____%) of the rest and residue of my estate to Susan G. Komen San Francisco Bay Area ®, of San Francisco, CA to be used for general purposes. In the event Komen San Francisco Bay Area is not in existence at the time of my death, then I hereby give and bequeath ________ percent (_____%) of the rest and residue of my estate to the national headquarters of Susan G. Komen®, of Dallas, Texas, to be used for general purposes in the former service area of Susan G. Komen San Francisco Bay Area .

c. RESTRICTED TESTAMENTARY GIFT: SPECIFIC MONETARY AMOUNT: I hereby give and bequeath _______________________ Dollars ($__________________) to Susan G. Komen San Francisco Bay Area®, of San Francisco, CA to be used for [insert donor restriction]. In the event Komen San Francisco Bay Area is not in existence at the time of my death, then I hereby give and bequeath _______________________ Dollars ($__________________) to the national headquarters of Susan G. Komen®, of Dallas, Texas, to be used for [insert donor restriction] in the former service area of Susan G. Komen San Francisco Bay Area.

d. RESTRICTED TESTAMENTARY GIFT: PERCENTAGE OF RESIDUE OF ESTATE: I hereby give and bequeath ________ percent (_____%) of the rest and residue of my estate to Susan G. Komen San Francisco Bay Area ®, of San Francisco, CA to be used for [insert donor restriction]. In the event Komen San Francisco Bay Area is not in existence at the time of my death, then I hereby give and bequeath ________ percent (_____%) of the rest and residue of my estate to the national headquarters of Susan G. Komen®, of Dallas, Texas, to be used for [insert donor restriction] in the former service area of Susan G. Komen San Francisco Bay Area.

B. GIFTS FROM A TRUST
The following language is an example of wording that may be used in the event Komen San Francisco Bay Area is named as a contingent beneficiary of a trust estate. Please keep in mind that such gifts may also be restricted and may be of either a specific dollar amount or a percentage of the trust estate.

[Insert contingency], the Trustee shall distribute ________________ Dollars ($__________________) to Susan G. Komen San Francisco Bay Area®, of San Francisco, CA, free and clear of trust, to be used for general purposes. In the event Susan G. Komen San Francisco Bay Areais not in existence at the time of this distribution, the Trustee shall distribute _______________________ Dollars ($__________________) to the national headquarters of Susan G. Komen®, of Dallas, Texas, free and clear of trust, to be used for general purposes in the former service area of Susan G. Susan G. Komen San Francisco Bay Area.

C. CONTRACTUAL GIFTS
Susan G. Komen San Francisco Bay Area may be named as the beneficiary of an asset that passes outside the terms of a will or a trust (e.g. life insurance, IRA, 401(k)). In order to clarify the intention of the donor, the contractual instrument governing the asset should set forth the following as the official recipient of the gift:

Susan G. Komen San Francisco Bay Area®, of San Francisco, CA. In the event that Susan G. Susan G. Komen San Francisco Bay Area is not in existence, then to the national headquarters of Susan G. Komen®, of Dallas, Texas, for the benefit of the former service area of the Susan G. Susan G. Komen San Francisco Bay Area.

D. GENERAL INFORMATION
Below please find some general information that may be beneficial to you in finalizing your estate plan.

Legal Name: [Susan G. Komen Breast Cancer Foundation, San Francisco Bay Area Affiliate] d/b/a [Susan G. Komen San Francisco Bay Area] Incorporation Details:
• 501(c)(3) organization, classified as a public charity, exempt from federal income tax with Tax ID 94-3047626
• California non-profit corporation

Mailing Address: Susan G. Komen San Francisco Bay Area®, San Francisco, CA 94115