Other Ways to Donate | Uplift Family Services

Other Ways to Donate

Planned Giving

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

Include 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 Lisa Alegria at (323) 769-7102 or lisa.alegria@upliftfs.org. All discussions will be kept confidential.

Gifts of Stock
Electronic delivery of stock shares is the most secure and expedient delivery process available and provides efficient internal control as well as cost savings. However, you may also transfer certificates directly. To help you facilitate a gift of stock, please use the following instructions.

Note: Our tax I.D. number is 94-2295953.

Notification of Donor Intent
Regardless of the method chosen to deliver a gift of stock, the donor or the transferring broker must provide the following information, for audit and acknowledgement purposes:

  1. Donor’s name and complete address
  2. Name and number of securities transferred

You may use the gift form, provide a letter, or send an email to communicate this information at time of transfer to:

Maribel Davis
Tel (408) 364-4044
Fax (408) 335-1880
Email: mdavis@upliftfs.org

Securities Delivered Electronically
The following information will enable your broker to facilitate an electronic transfer of stock:

Brokerage: Charles Schwab & Co
Tel (800) 435-9050

DTC Number: 0164
Account Name: Uplift Family Services (Tax ID# 94-2295953)
Account Number: 8387-7056

Securities Delivered by Mail
Mail your unendorsed certificate(s) and stock power, in separate envelopes, by registered mail, to:

Uplift Family Services
Attn: Fund Development
251 Llewellyn Drive
Campbell, CA 95008

A stock power form is provided for your convenience.

If you have any further questions, please call Maribel Davis at (408) 364-4044.

Thank you for your interest in supporting the work of Uplift Family Services.

In-Kind Gifts

Uplift Family Services accepts gifts in kind that can be used by the children we serve. All donations are tax deductible.

Bay Area Wish List

  • Gift cards: We especially appreciate gift cards because they empower families to maintain dignity and provide for their own children.
  • Family board games (Sorry, Life, Clue, Monopoly, etc.) for multiple players and a wide variety of ages
  • Sporting goods: basketball, football, soccer ball, volleyball, kickball, plush balls
  • Duffle bags in neutral colors (no red, blue, etc.) .black and grey are good
  • School supplies and backpacks in neutral colors
  • MP3 players (non-iPod) for $40 and under
  • Art supplies for kids of all ages and abilities
  • Journals in masculine and feminine colors
  • Infant toys
  • Musical instruments like used guitars, keyboards, drum pads, etc.
  • Action figures, Barbies, Bratz dolls, remote control cars and airplanes

No stuffed animals or books please.

As a non-profit organization, there are some items we cannot accept as in-kind. Some items like large furniture can’t be accepted for space reasons. If you wish to give something unusual, such as art or office equipment, please contact Darren DeMonsi, at (408) 364-4058 or ddemonsi@upliftfs.org.

 Los Angeles Wish List

Donations can be dropped off during regular business hours. We ask that you make arrangements in advance by contacting Aaron Illa at 323-769-7163. Due to storage limitations, we cannot accept large or unscheduled items without advanced approval.

In addition to assisting with meeting the most basic needs of our clients, these items are needed by therapeutic staff to be used as incentives to encourage and reinforce progress and improvements, recognize clients at their graduation from services, or celebrate their birthday or another special occasion. Our clients would greatly benefit from receiving donations of these items:

  • Gift cards: We especially appreciate gift cards because they empower families to maintain dignity and provide for their own children.
  • School supplies: binders, spiral notebooks, journals, backpacks, notebook paper, pencils and pens, pencil cases, folders, tablets
  • Computer learning software
  • Art supplies: crayons, markers, coloring books, paint sets, drawing and construction paper
  • New Clothing: Underwear, socks and jackets in all sizes, apparel appropriate for transitioning young adults (ages 17-21), school clothes
  • Toys – Card and board games, action figures, dolls, books, arts and crafts, coloring books, puzzles, sports balls
  • Diapers
  • Linens: Bedding and towels
  • Infant and child car or booster seats
  • Hygiene kits- tooth brushes, toothpaste, combs, hair brushes, deodorant, shampoo, conditioner, hair gel and other hair products, lotion, mouth wash, hand sanitizer, wipes
  • Carts-on-wheels
  • Food baskets (non-perishable items only)
  • Cosmetic items: make up, nail polish, perfume, cologne
  • Halloween costumes

As a non-profit organization, there are some restrictions regarding in-kind items. If you wish to give something unusual, such as art or office equipment, please contact Kathleen Felesina, Director of Fund Development at (323) 769-7142 or kathleen.felesina@upliftfs.org.

Donate Your Car, RV or Boat

Are you getting ready to sell or trade in that old car, boat, or RV? Why not donate it instead? You’ll benefit from the tax deduction, and children in crisis will receive vital services and support.

For more information, please contact:

Bay Area– Darren DeMonsi, (408) 364-4058, ddemonsi@upliftfs.org

Los Angeles–  Kathleen Felesina, (323) 769-7142, kathleen.felesina@upliftfs.org.

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