Healing families. Strengthening communities.

Planned Giving: Creating a Legacy

Leave a Legacy to Help Kids in Crisis

Make a lasting impact for children in crisis and their families through a planned gift to Uplift Family Services.

Include a Gift to Uplift Family Services in Your Will

The easiest and most common way to create a lasting legacy is by including Uplift Family Services in your will. By asking your attorney to revise your will or add a simple amendment, you can make a charitable bequest of a dollar amount, specific property, a percentage of your estate, or what remains after providing for your heirs.

An example amendment to your will: "I give (dollar amount or percentage of estate) to Uplift Family Services [Tax ID #94-2295953], a California non-profit corporation, to be used for its exempt purposes."

Uplift Family Services recommends consulting with an attorney when you make or modify a will.

> Download a Declaration of Intent to submit to Uplift Family Services.

> Download a Bequest Form.

Designate Part of Your Retirement Fund to Uplift Family Services After Your Lifetime

If you are planning to leave the funds remaining in your retirement plan after your lifetime to someone other than your spouse, much of the money may be lost to taxes. Naming a charity as the beneficiary of your retirement plan can help shield your retirement assets from heavy taxation.

To name Uplift Family Services as a beneficiary of your 401(k), 403(b), IRA or other retirement plan, please advise your plan administrator to designate your gift to:

Uplift Family Services
Tax ID #94-2295953
251 Llewellyn Ave.
Campbell, CA 95008

If you are considering naming Uplift Family Services as a beneficiary of your retirement plan, please consult your tax advisor or attorney for full advice on the effect of your gift.

Designate Part of your Life Insurance to Uplift Family Services After Your Lifetime

One of the simplest ways to make a significant gift in the future is to name Uplift Family Services as beneficiary to receive all or a portion of the proceeds of a policy which is no longer needed for family protection.

Learn more

To learn more about leaving a legacy that will benefit children and families in crisis, contact Aviana Gracial at (408) 364-4044 or aviana.gracial@upliftfs.org. All discussions will be kept confidential.