Additional ways to support The Leakey Foundation
Legacy and Planned Giving
Planned giving provides an avenue to leave a legacy of far greater impact than often is possible through gifts made during one’s lifetime, and the opportunity to influence the future in a concrete manner.
Many of The Leakey Foundation’s richest resources were made possible by individuals who took advantage of gift planning tools to support the Foundation’s work. As you explore your gift options, you may also contemplate the designation for your gift. Perhaps you would like to invest in graduate students through scholarships; endowing a lecture series; or you may be interested in supporting school outreach programs. Whatever your interest, know that The Leakey Foundation is available to assist with a deferred gift arrangement that will achieve your philanthropic objectives.
Bequests: A popular and simple way to make a gift.
STEP ONE: Pick from one of these four options
A general bequest gives The Leakey Foundation a stated sum of money. If there is insufficient cash in your estate to cover the bequest, other assets will be sold for cash to honor your wishes for the Foundation.
A specific bequest gives The Leakey Foundation a particular piece of property. If you disposed of the property before your death, the Foundation will not receive your intended gift because we cannot claim any other property.
A residuary bequest gives the “rest, residue and remainder” of your estate, or, more commonly, a percentage of the residue after all other bequests, debts and taxes have been paid.
A contingent bequest requires a certain event to occur before the gift can happen. For example, you could bequeath funds to a family member provided that person survives you; if not, the funds would then go to The Leakey Foundation.
STEP TWO: Pick from one of these three options
An unrestricted bequest allows The Leakey Foundation to use the assets in the most beneficial way.
A restricted bequest allows you to specify how The Leakey Foundation is to use the funds. Contact us in advance to be certain your intent can be fulfilled.
An endowed bequest allows you to restrict the principal of your gift so The Leakey Foundation may use only a small portion each year, typically allowing the fund to last forever.
STEP THREE: Meet with your estate planning attorney
The following language may be used when making such bequests:
To Bequeath a Specific Amount:
“I give, devise, and bequeath to The Leakey Foundation, a nonprofit corporation located in San Francisco, California, the sum of $___ , for use in (state the purpose for which you wish your bequest to be used, or indicate “general purposes”).
To Bequeath a Percentage:
“I give, devise, and bequeath to The Leakey Foundation, a nonprofit corporation located in San Francisco, CA, %___ of my residual estate, both real and personal, for use in (state the purpose for which you wish your bequest to be used, or indicate “general purposes”).
The Leakey Foundation’s Tax Identification Number: 95-2536475
Thank you for your consideration.
Please contact Managing Director, Sharal Camisa with any questions (415) 561-4646 ext. 14.
Corporate Giving
Please inquire within your business to see if they provide any of these options to support The Leakey Foundation
Employee Matching & Non-Cash Giving
Companies often offer to match their employees’ gifts of cash and volunteer time to nonprofit organizations.
Corporate Giving Program
Many corporations operate an annual giving program to make charitable grants to non-profits, funded as part of their annual operating budgets.
Corporate Foundation
Some companies create a corporate foundation as an independent, tax-exempt private foundation. At some companies, employee committees make giving recommendations about projects they believe are worthy of support.
The Leakey Foundation’s Tax Identification Number: 95-2536475
Thank you for your consideration.
Please contact Managing Director, Sharal Camisa with any questions (415) 561-4646 ext. 14.
Stocks & Securities
Arrangements have been made with the experienced professionals at UBS Financial Services Inc for the receipt and processing of securities donated to The Leakey Foundation. Standard delivery instructions are as follows (arrangements for non standard delivery should be discussed and made with our representatives on a case by case basis)
DTCC-ELIGIBLE SECURITIES
UBS DTCC Clearing Number: 0221
UBS Account Number: RR-01630-PK
UBS Account Name: L. S. B. Leakey Foundation
NOTE: To ensure proper receipt of and recognition for a gift, it is important that you or your advisors make contact with our representatives prior to delivery.
Contact Information:
Paul W. Kinney CIMA®
JoAnne J. Nishiyama
(626) 405-8274 / (800) 451-3954
Paul.Kinney@ubs.com
Donation of Goods
At times, The Leakey Foundation is in need of items to help make our programs more efficient and successful. Donations ensure that we can keep our costs low, thereby keeping the Foundation’s overhead percentage low, while also preserving resources, and helping to keep landfills free of usable goods.
Please call before donating any goods; prior approval is needed (415) 561-4646.
Thank you for your consideration.
Volunteer
The Leakey Foundation often has the need for volunteers at Foundation sponsored events, such as lectures and symposia. If you or your group are interested in lending a hand to The Leakey Foundation staff at an event, or can lend your assistance in another way, please contact Communications Manager, Beth Lawrie at (415) 561-4646 ext. 11.
