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Factors in Planning a Gift

One very important aspect of planning for the future is to take time to consider your overall financial and estate plans. Many people never get around to making a will or other estate plan, and that's a real shame because so many good things can come out of the planning process -- not the least of which is your own peace of mind.

Family Field Trip Day
Young visitors learn about Redwood Grove ecology during Family Field Trip Day with docent Ernie Ng
Photo Credit - A. McTavish
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If you are ready to consider making or reviewing your estate plan, consider using the four "P's" as a simple guide. Before going to visit your attorney and/or other professional advisor, take time to list the following:

PEOPLE: Who are the people in your life who depend on you or whom you might want to remember in your plans? Spouse, children, grandchildren, other relatives, friends and loved ones come to mind.

PROPERTY: What are the various properties you own that together make up your estate? List real estate, insurance, annuities, mortgages held, automobiles, furniture, etc. Make a note of the cost of each, the estimated current value and any income or debt involved.

PLANS: How would you like to match your properties to the people you have listed? Be sure to include any plans you have to remember your charitable interests, such as San Francisco Botanical Garden Society.

PLANNERS: Who are the people you will need to talk with to complete your plan? Remember to list your attorney, insurance agent, broker, trust officer, certified financial planner and perhaps others.

Once you have been through this process, you are ready to put it all together. We at San Francisco Botanical Garden Society would be most honored to be a part of your future plans. If you would like more information about us, or if we can help in any way, please feel free to call or e-mail Elisa Heikkilä at 415-661-1316 ext. 312. Thank you for your consideration of San Francisco Botanical Garden Society.

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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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