Get Involved > Planned Giving
Becoming a member of the Legacy Society by giving a planned gift to East Bay Agency for Children gives you the satisfaction of knowing that both your community and family will benefit tomorrow from your thoughtful financial planning and generosity today. This year alone, EBAC programs will reach more than 19,000 children and youth in our East Bay communities, a growth of more than 90 percent over last 5 years. Today, with public funding for schools sharply decreasing, there is even greater demand for our services. Your planned gift is essential for us to continue to serve the children and families most in need of the highly respected, intensive professional help we provide.
To learn how you can support tomorrow’s children while ensuring your own and your family’s financial security, please contact Julie West, Development Director, at (510) 268-3770 ext.108 or JWest@EBAC.org. Please inform us of your existing planned gift to East Bay Agency for Children so we can acknowledge your membership in our Legacy Society.
Please consult with your attorney or accountant about the potential tax advantages and implications of planned gift options
You can make a gift (bequest) to East Bay Agency for Children through your will or living trust in a number of ways:
Sample language for your attorney
Using appreciated stock or mutual funds is a tax-wise way to fund your gift to East Bay Agency for Children. Gifts of appreciated securities held longer than one year are exempt from capital gains taxes and entitle the donor to a tax deduction equal to the fair market value of the donated securities at the time of transfer.
With a charitable remainder trust, you can receive income each year for the rest of your life from assets you give to the trust you create. Your income can be either variable or a fixed amount. After your lifetime, the balance in the trust goes to the charities of your choice.
You can designate East Bay Agency for Children as a beneficiary of part or all the remainder of your IRA or retirement plan. Distributions from retirement plans at the death of the survivor of the account-holder can be subject to both income and estate taxes. In a large estate, these taxes can leave less than 30 cents on the dollar of the plan’s balance for your children or other heirs.
However, by naming East Bay Agency for Children as the beneficiary of the remainder of your retirement plan, 100 percent of the plan’s balance is available for EBAC’s use, since the distribution avoids both income and estate taxes.
To make this gift:
If you have more life insurance coverage than you need, you may consider giving EBAC a paid-up policy. By transferring the ownership of your policy to EBAC, you receive a charitable income tax deduction equal to the policy’s cash surrender value or cost basis, whichever is less.
Please contact Julie West, EBAC’s Development Director at (510) 268-3770 ext.108 or JWest@EBAC.org to learn how you can support our mission while ensuring your own and your family's financial security.
We believe that if we build strong children, there will be fewer adults to mend.
13 dedicated programs
61 years of service
21,000 children and families served every year
“My estate plan includes a gift to EBAC because I want to continue my support for EBAC’s critically important work for as long as possible. Years after I’m gone, there will still be children and families in need of the nurturing therapy, care, and protection offered through EBAC’s diverse programs. I’ve arranged through my will to keep on giving to that wonderful organization.” Marlis Branaka
Legacy Society Charter Member