Planned Giving for California Preservation's Future

Secure Your Legacy with CPF 

Thank you for believing so strongly in our mission.

Planned Giving with the California Preservation Foundation recognizes those who have invested in our future with a legacy gift through their will, trust or other estate plan. All donors are reocognized and honored as an important group that is helping to secure CPF’s future and ensure the longevity of historic preservation efforts in California. Benefits include invitations to special events at the Annual Conference and recognition on our website.

Your gift helps to sustain CPF’s advocacy and education projects to ensure that California’s irreplaceable historic buildings and sites remain community assets for future generations. And, while the satisfaction of giving back to the community is the primary intent, the value of a planned gift to the donor may also include enhanced tax benefits. Consider this as a plan to help you take care of your family while also fulfilling charitable goals.

With CPF, you can select from a range of options for planned giving, including bequests, retirement assets, gifts of life insurance, investments, and bank accounts. Learn about the number of ways you can support the future of CPF with a designated gift.*

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Bank and Investment Accounts

The easiest option: Bank and Investment Accounts. “Payable on death”(POD) or “Transfer on Death”(TOD) accounts name a beneficiary to receive the proceeds upon your passing. You do not have to change your will or work with an attorney or accountant. There are no fees to arrange such a gift. You simply complete the beneficiary form given to you by the financial institution with the information about CPF. You retain complete control over the funds or assets in the account while you are living, and these gifts are completely revocable.

Gifts of Stock. You can transfer your stock holdings to CPF’s brokerage account directly. Please contact our Development Director Christine Madrid French at chris @ californiapreservation.org for more details. 

You can designate CPF as a beneficiary with the following information: California Preservation Foundation, 101 The Embarcadero, Suite 120, San Francisco, CA, 94105. Federal Tax ID: 94-2569465.

Retirement Assets

There are a number of options for designating your retirement assets as a gift to CPF. 

  • An outright gift through beneficiary designation. You can name CPF as the beneficiary or contingent beneficiary of your retirement assets after your lifetime. When a retirement account is left to a charity, the organization does not pay any income tax whereas your heirs may pay income tax if they inherit your retirement funds. Your retirement plan’s administrator can provide a beneficiary form for you to name the CPF as your sole or partial beneficiary. You can designate CPF as a beneficiary with the following information:
    • California Preservation Foundation, 101 The Embarcadero, Suite 120, San Francisco, CA, 94105. Federal Tax ID: 94-2569465
  • Create a charitable remainder trust that begins after a donor’s lifetime. You can name a trust as the ultimate beneficiary of excess or unused retirement assets. After your lifetime, the trust can provide income to heirs for a period of years, after which time the trust monies can fund charitable endeavors. Since it is a charitable trust, there is more money available to generate income for heirs.
Gifts of Life Insurance

Gifts of Life Insurance. Life insurance is often overlooked as an asset that you can use to make gifts to CPF.

    • Add a beneficiary to your policy. It is relatively simple to make a change to the beneficiary/beneficiaries of your insurance policy without changing your will or other aspects of your estate plan. Just ask your insurance company for a form that will allow you to make CPF a beneficiary of your insurance policy. You can designate CPF as a beneficiary with the following information:
      • California Preservation Foundation, 101 The Embarcadero, Suite 120, San Francisco, CA, 94105. Federal Tax ID: 94-2569465
    • Give a paid-up policy. You can transfer ownership of a paid-up life insurance policy to CPF. After the transfer, CPF can elect to either cash in the policy right away or keep the policy and receive the death benefit later. You would receive an immediate income tax deduction for either the cash surrender value or the basis (usually the cost), whichever is less.
    • Designating CPF the owner and beneficiary. You can take out a policy and designate CPF as the owner and beneficiary of the policy. Premium payments can be made by you directly to the insurance company or by CPF, by way of your annual gift to the organization. Whichever way the premiums are paid, you can take an income tax deduction.
Bequests From Your Will

Bequests From Your Will. Including CPF in your will or trust is a meaningful way to help us continue to advocate for and preserve significant historic sites in California. There are a few simple ways to give through a Will or Trust:

    • Leave a specific dollar amount or asset to CPF;
    • Designate a percentage of your estate to be given through your will or living trust;
    • Give only the remainder, or residue, or your estate, or that which remains after bequests to loved ones have been made.
    • Bequests call also include gifts of cash; securities; and personal property. 
Sample Bequest Language for You and Your Attorney

Below are basic statements that you and your attorney can use:

Bequests of a specific dollar amount and/or specific personal property:

  • I hereby give, devise, and bequeath [dollars and/or object] to the California Preservation Foundation, a non-profit organization located at 101 The Embarcadero, Suite 120, San Francisco, CA, 94105, Federal Tax ID: 94-2569465, for CPF general use and purposes.

You can designate CPF as a beneficiary with the following information:

  • California Preservation Foundation, 101 The Embarcadero, Suite 120, San Francisco, CA, 94105. Federal Tax ID: 94-2569465
Contact Us for More Details

CPF is here to help you fulfill your philanthropic vision. To reach our team, call Christine Madrid French at 415- 495 – 0349 extension 2 or write to her at chris @ californiapreservation.org. 

* The material presented in this website is designed to serve as an educational tool, not as a legal guide. The publication is intended to provide an accurate overview of certain charitable gift plans. It is not intended to provide legal, tax, investment, or other professional advice, and it may not be relied on for such advice. For assistance in specific cases, obtain the services of an attorney or other professional advisor.