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How Can I...?


This summary chart will give you a quick overview of many of the planned giving options available to you. Another page to consider if you are exploring Planned Giving for the first time is our Planned Giving factors.

Please keep in mind that your individual circumstances need to be considered before taking any action. As with all tax and estate planning, please consult your attorney or estate specialist.


A primary question to consider first is have you made out a will? If you have not yet written a will, regardless of your charitable intent, please consider this.

If your goal is to:

Then you can:

And your benefits may include:

Make a quick and easy gift.

Simply write a check now, or give through our secure online process. An income tax deduction and immediate impact for the Garden.
Avoid tax on capital gains. Contribute long-term appreciated stock or other securities. A charitable deduction plus no capital gains tax.
Avoid capital gains tax on the sale of a home or other real estate. Donate the real estate to the Botanical Garden Society. A charitable tax deduction with the possibility of reducing or eliminating capital gains tax.
Make a gift of real property, such as coins, stamps, antiques or art. Donate tangible real property to us. A charitable tax deduction and the possibility of income for life if done through a trust or to set up an annuity.
Defer a gift until after your lifetime. Put a bequest in your living trust or will (donate cash, specific property, or a share of the residue of your estate). Your donations are fully exempt from federal estate tax.
Make a revocable gift during your lifetime. Name the Botanical Garden Society as the beneficiary of assets in a living trust. Full control of the trust terms for your lifetime.
Create a hedge against inflation over the long term. Create a charitable remainder unitrust. Variable payments for life plus tax benefits.
Give income from an asset for a period of years but retain the asset for yourself or your heirs. Create a charitable lead trust. Asset is returned to the donor or heirs with federal estate tax savings and income tax deductions for income donated.
Secure fixed payments for life while avoiding market risks. Create a charitable remainder annuity trust. It gives you tax benefits and often boosts your rate of return.
Make a large gift with little cost to you. Contribute a life insurance policy you no longer need. Current and possibly future income tax deductions.
Avoid the twofold taxation on IRA or other employee benefit plans. Name the Garden Society as the beneficiary of the remainder of the retirement assets after your lifetime. It lets you leave your family other assets that carry less tax liability.
Give your personal residence or farm, but retain life use. Create a charitable gift of future interest, called a retained life estate. It gives you tax advantages plus use of the property.


For tax purposes, the San Francisco Botanical Garden Society, I.R.S. 501(C)(3) number is 94-6050168. All donations to the San Francisco Botanical Garden Society are tax-deductible to the fullest extent of the law.

Please note, individual financial circumstances will vary. The information on this site does not constitute legal or tax advice. Donor stories and photographs are for purposes of illustration only. 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 San Francisco Botanical Garden Society by Future Focus. Please report any problems to section webmaster.

SFBGS and San Francisco Recreation and Park Department San Francisco Botanical Garden's beauty and value as a major cultural resource are the result of a successful public/private partnership between San Francisco Botanical Garden Society and the San Francisco Recreation and Park Department.

ADMISSION  FREE for Members, SF Residents (with proof of residency) & School Groups | $8 Non-residents | Discounts for Seniors, Families & Children

LOCATED In Golden Gate Park, with entrances at the corner of Ninth Ave. at Lincoln Way (Main Gate) & at MLK Jr. Drive off the Music Concourse (Friend/North Gate) | Phone: (415) 661-1316 | Mail: 1199 9th Ave, San Francisco, CA 94122-2370

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