Planned Giving

the Robertson's
The Robertson's - Partners supporting the mission of BARM

See the new video about legacy giving

The following pages will offer ideas as to how you can be a part, truly a partner, in the shaping and developing of our future through your gifts and support of the Bay Area Rescue Mission. Your rewards will be more than the potential tax savings. In helping others can be found unequaled personal, emotional, and spiritual fulfillment …cherished moments that can't be duplicated in any other way.

There are as many different ways to support the Mission as there are needs for your support. Planning a gift is more than just finding a need. There are a lot of factors to consider.


Obelisk Awards
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If you are not familiar with the concepts and strategies of charitable gift planning, you might want to take a moment to consider some of the factors in planning for the future. And check out our chart briefly describing some of the charitable means that are available to you - see How Can I...?

The stories that follow this page share some of the different ways people can become partners with us in changing lives. Take a moment to see how people - perhaps in circumstances similar to yours - have found ways to support  their charities and in turn enriched their hearts and provided needed support to others. Just click on the links below.

Wills and Bequests Gifts of Appreciated Stock
Charitable Gift Annuities Charitable Remainder Trusts
Gifts of Retirement Assets Gifts of Life Insurance
Charitable Lead Trusts Gifts of Real Estate
Deferred Charitable Gift Annuities Bargain Sales

We are currently prioritizing some of our needs so that we may present a list for your information. When photo - Bay Area Rescue Missioncompleted, it will be available on our wish list.

If you have already included the Bay Area Rescue Mission in your estate plans, please let us know by calling us or filling out our estate intention form. We would like to assist you in making certain your intentions will be carried out as well as invite you to join the Legacy Society and present you with an appropriate Obelisk Award. If you have not written a will yet, regardless of your charitable intent, please consider this.

Individual circumstances will vary - as with all tax and estate planning, please consult your attorney or estate specialist. We will be glad to answer questions and offer suggestions confidentially based on your personal circumstances. Please call us or e-mail us (see contact page). You may also use our information request form.

The following button will open a new browser window allowing you to read about news and information as it relates to planned giving. To return to these pages, please close the new browser window. You can also use the box below to have our news and information e-mail sent to you quarterly.

link to News and Information page
Join our e-mail news and information list and receive quarterly e-mails of news relating to planned giving. Just enter your e-mail address and name here and press go.


 

The site map lets you navigate to any page within Planned Giving. Should you have any concerns regarding the privacy of information you might furnish us, please visit our privacy statement page.

Now click here to meet Ann and David. Or click on the gift option you would like to visit for more information.

Please note, individual financial circumstances will vary. The information on this site does not constitute legal or tax advice. As with all tax and estate planning, please consult your attorney or estate specialist. All material is copyrighted and is for viewing purposes only. Use of this site signifies your agreement with the terms of use. The content in this Planned Giving section has been developed for Bay Area Rescue Mission by Future Focus.
Please report any problems to webmaster. Revised: February 13, 2008 17:11.

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