Charitable Bequests
Your bequest helps ensure the long-term future of Access Institute.
There are three types of bequests for you to consider.
Residual bequests are often made after making specific bequests to relatives, friends and charities. Whatever remains after specific bequests (the residuary) can be given in percentage to charity and others. When you place a specific or residual / percentage bequest in your will or living trust and notify Access Institute we will invite you to become a member of our Legacy Circle.
Most donors choose to work with their financial advisor or attorney.
If you would like any assistance, please contact Gregorio Fernandez, Development Manager [email protected]
Sample Language:
“I give, devise and bequeath to Access Institute for Psychological Services, a nonprofit corporation of the State of California, tax ID #01-0595862, located at 110 Gough Street, Suite 301, San Francisco, CA 94102,
Choose one:
1) The sum of $________.”
2) ________ shares of stock in _________Company.”, or
3) my real property commonly known as _____________.”
There are other types of legacy gifts that you can make. Several of them are listed below. To get started, fill out your provider’s paperwork for the below gifts:
Your bequest helps ensure the long-term future of Access Institute.
There are three types of bequests for you to consider.
Residual bequests are often made after making specific bequests to relatives, friends and charities. Whatever remains after specific bequests (the residuary) can be given in percentage to charity and others. When you place a specific or residual / percentage bequest in your will or living trust and notify Access Institute we will invite you to become a member of our Legacy Circle.
Most donors choose to work with their financial advisor or attorney.
If you would like any assistance, please contact Gregorio Fernandez, Development Manager [email protected]
Sample Language:
“I give, devise and bequeath to Access Institute for Psychological Services, a nonprofit corporation of the State of California, tax ID #01-0595862, located at 110 Gough Street, Suite 301, San Francisco, CA 94102,
Choose one:
1) The sum of $________.”
2) ________ shares of stock in _________Company.”, or
3) my real property commonly known as _____________.”
There are other types of legacy gifts that you can make. Several of them are listed below. To get started, fill out your provider’s paperwork for the below gifts:
- IRA of Pension Plan
- Life insurance
- Stocks and bonds
- Savings/checking accounts
- Donor Advised Fund
- Commercial Annuity