The vast majority of legacy gifts are made by bequest through a will or trust but there are several other options. We encourage you to work with your professional advisors to help you determine which type of legacy gift is best for you and your goals.

Charitable Annuities and Trusts

Charitable gift annuities and charitable remainder trusts provide a gift to The Leakey Foundation, income for life, and other benefits.

A charitable gift annuity is a simple contract between you and a charity. A portion of the income you receive for life is free of tax. Annuities work best for those 70 and older – the older you are when making this type of gift, the more income you receive.

Charitable remainder trusts are similar to annuities and are also more complex. The Leakey Foundation can provide you with information about each of these gifts and their many options.

Other Gifts

There are many types of legacy gifts you can easily make without the services of your professional advisor. All you need to do is fill out your provider’s paperwork for the following gifts:

• IRA or pension plans
• Life insurance
• Stocks and bonds
• Savings and checking accounts
• Donor-advised funds
• Commercial annuity

For more information please contact Sharal Camisa by phone at (415) 561-4646 extension 14, or by email.