Planned Giving

List of 4 items.

• BEQUEST

  By including a gift in your will, trust, or beneficiary designations, you can make a lasting impact on The Brandeis School of San Francisco. Here are a few meaningful ways to leave a bequest:
  

  • Include a gift to Brandeis in your will or revocable living trust
  • Name Brandeis as a full, partial, or contingent beneficiary of your retirement account (IRA, 401(k), 403(b), or pension)
  • Designate Brandeis as a beneficiary of your life insurance policy

  Your bequest can take many forms: a specific dollar amount, a percentage of your estate, or the remainder of your estate after other provisions have been fulfilled.

  
  

  Below is suggested language to share with your attorney when drafting your bequest. (Federal tax ID number: 94-1558659)

   

  For an unrestricted gift that allows The Brandeis School of San Francisco to determine how to use the funds based on the most pressing needs, use the following language for your will and/or trust: "I give to The Brandeis School of San Francisco, a nonprofit corporation currently located at 655 Brotherhood Way, San Francisco, CA 94132 or its successor thereto, _________  [written dollar amount or percentage of the estate or description of property] for its unrestricted charitable use and purpose."

  
  

  To designate your provision for a particular purpose: "I give to The Brandeis School of San Francisco, a nonprofit corporation currently located at 655 Brotherhood Way, San Francisco, CA 94132, or its successor thereto, _________ [written dollar amount or percentage of the estate or description of property]. This gift should be used for (state purpose) if and so long as The Brandeis School of San Francisco determines that the need exists. If The Brandeis School of San Francisco shall determine at the outset or at a later time that the need does not exist, or no longer exists or for some reason it is not possible (or prudent) to administer my gift as originally intended, then The Brandeis School of San Francisco may, in its sole and uncontrolled discretion, direct the use of my bequest for a purpose related as closely as possible to that stated above."

• IRA CHARITABLE ROLLOVER

  If you are 70½ or older, you can use your Individual Retirement Account (IRA) to make a Qualified Charitable Distribution (QCD) to support The Brandeis School of San Francisco. By making a QCD, you can contribute up to $108,000—helping to lower your taxable income while making a powerful investment in the future of our students and the long-term sustainability of the school. Your generosity can have a lasting impact on both the education we provide and the financial strength of the school for generations to come.
  
  Please consult your tax advisor with any questions. Contact your IRA plan administrator for details on how to make a gift to Brandeis.

• BENEFICIARY DESIGNATION

  Naming The Brandeis School of San Francisco as a beneficiary of your retirement account, investment or bank account, or life insurance policy is a simple yet impactful way to support our mission. You can create a meaningful legacy—without changing your current financial plans. You may leave a percentage of your estate or a specific dollar amount to The Brandeis School of San Francisco simply by adding a sentence to your will.
  
  To make your gift, reach out to the professional who manages your account or insurance policy—such as your broker, banker, or insurance agent—to assist you with the process. You may also want to check with your financial or legal advisor. 
  
  Below is suggested language to share with your attorney when drafting your bequest. (Federal tax ID number: 94-1558659)
  
  

  For an unrestricted gift that allows The Brandeis School of San Francisco to determine how to use the funds based on the most pressing needs, use the following language for your will and/or trust: "I give to The Brandeis School of San Francisco, a nonprofit corporation currently located at 655 Brotherhood Way, San Francisco, CA 94132 or its successor thereto, _________  [written dollar amount or percentage of the estate or description of property] for its unrestricted charitable use and purpose."

  
  

  To designate your provision for a particular purpose: "I give to The Brandeis School of San Francisco, a nonprofit corporation currently located at 655 Brotherhood Way, San Francisco, CA 94132, or its successor thereto, _________ [written dollar amount or percentage of the estate or description of property]. This gift should be used for (state purpose) if and so long as The Brandeis School of San Francisco determines that the need exists. If The Brandeis School of San Francisco shall determine at the outset or at a later time that the need does not exist, or no longer exists or for some reason it is not possible (or prudent) to administer my gift as originally intended, then The Brandeis School of San Francisco may, in its sole and uncontrolled discretion, direct the use of my bequest for a purpose related as closely as possible to that stated above."

  
  
  
  

• GIFTS OF LIFE INSURANCE

  If your life insurance policy no longer serves its original purpose—like covering a child's education or providing for a spouse—it can become a powerful way to support our mission. There are three meaningful ways to give through life insurance:
  
  Name Brandeis as a beneficiary of your policy.
  This is a simple and flexible way to give—just update your beneficiary designation form. You can name us as the primary beneficiary for a specific amount or percentage, or as a contingent beneficiary, meaning Brandeis would receive the benefit only if your primary beneficiary is no longer living.
  
  Make an outright gift of an existing policy.
  By transferring ownership of a life insurance policy to Brandeis and naming us as the beneficiary, you can make a meaningful gift today. You may qualify for a federal income tax charitable deduction when you itemize. If you continue to pay the premiums, those payments may also be tax-deductible as charitable contributions.
  
  Make an outright gift of a new policy.
  You can purchase a new life insurance policy and name The Brandeis School of San Francisco as both the irrevocable owner and beneficiary. This approach may be especially appealing for younger donors. Whether you make a single premium payment or pay annually, your contributions may be tax-deductible as charitable gifts when you itemize.