Thank you for considering supporting 826 Valencia now and into the future! 826 Valencia’s Legacy Circle recognizes those who have included 826 Valencia in their estate plan.
Legal Name: 826 Valencia
TAX ID: 04-3694151
Address: 826 Valencia Street, San Francisco, CA 94110
Opportunities to Give
Bequest by will or trust: You may name 826 Valencia and leave a specific sum of money, a percentage of your estate, or what remains after other bequests have been satisfied. Whether designated or unrestricted, 826 Valencia can work with you to create a lasting legacy. Download our sample bequest language to provide to your attorney.
Retirement plan assets: Having assets in your IRA or other qualified retirement plans naming 826 Valencia is a simple and effective way to benefit the community while avoiding significant, often unanticipated taxes. Using retirement plan assets to fulfill your charitable legacy can be far more advantageous than including assets in your taxable estate or leaving them to heirs, which may be heavily taxed. You may designate that after your death, assets remaining in the plan are to be contributed to 826 Valencia and no estate tax or income tax is due on the retirement assets that pass to 826 Valencia.
Life insurance policies: Another simple asset to give is a gift of life insurance.
- Option 1: Name 826 Valencia as a full-benefit or partial beneficiary and your estate may receive a charitable deduction from estate taxes.
- Option 2: Give a paid-up policy outright. We accept gifts of existing life insurance policies that have cash value and no outstanding loans again the policy. You may receive a charitable deduction for a portion of the face value of the policy.
If you intend to include 826 Valencia in your estate plans, please fill out this Future Gift Intention Form and contact us at development@826valencia.org.
This decision is based on strong leadership with demonstrated organizational stability. Replication, collaboration, innovation, tangible results and engagement with the community are paramount.
Gene and Suzanne Valla, 826 Valencia Legacy Circle Members
