Planned Giving Instructions

Thank you for thinking of San Francisco parks and public spaces when planning for your future. So we can best keep track of your planned gift, please fill out the information below to your comfort level. Written documentation is helpful, but not mandatory in receiving relevant section(s) of your will. Please note that this is not legally binding in any way. You will still need to work with your estate planner to formally make this gift. Upon completion of this form, you will be redirected to a downloadable PDF and if provided, you will be sent an email containing the same instructions.

Your First Name

Your Last Name

Your Email (this is where we will send the instructions)

Date

Donor Information (if different from above)

First Name

Last Name

Street

City

State

Zip

Phone Number

Executor Information

First Name

Last Name

Street

City

State

Zip

Phone Number

Acknowledgment Information

How would you like your name listed in our publications?

Bequest Information

The San Francisco Parks Alliance is named as a beneficiary of the following (check all that apply and if willing, include the current estimated value of the asset):

A section of my will or trustRetirement or other qualified planLife insurance policyInvestment or financial accountOther Asset (specify below with Estimated Value)

Estimated Value

Where would you like your gift designated? (ie SF Parks Alliance, a specific fiscally sponsored project, or other program)

Contact Information