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OPTION 1—for an unrestricted gift of a dollar amount "I give to Larkin Street Youth Services, San Francisco, California, the sum of $________.
OPTION 2—for an unrestricted gift of a percentage of your estate "I give to Larkin Street Youth Services, San Francisco, California, ___ percent (__%) of my estate."
OPTION 3—for an unrestricted gift of a specific asset "I give to Larkin Street Youth Services, San Francisco, California, [all of my shares of stock of XYZ Corporation]."
OPTION 4—for a restricted gift "I give to Larkin Street Youth Services, San Francisco, California, [the sum of ____ dollars ($____) or __ percent (__%) of my estate] to be used for [specify purpose]. If in the opinion of the Board of Directors in consultation with the Executive Director, the income or principal cannot be used for this purpose, the agency may use the principal or income or both for a different but related purpose that best serves the intent of this bequest."
OPTION 5—for an endowment gift "I give [______ dollars ($____), the residue of my estate or __ percent (__%) of the residue of my estate] to Larkin Street Youth Services, San Francisco, California. The agency shall place all such assets in its endowment fund, and shall use the principal at the discretion of its Board of Directors in consultation with the Executive Director and the income therefrom for the general purposes of the agency."
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.