Gift in a will + trust
We also offer the ability to create a free revocable living trust.
Everybody needs a will
Whether you’re 18 or 108, everyone should have a will in place. People use wills to choose who gets their property, name guardians for minor children, provide a plan for pets, and more.
Through a will, many people also choose to leave part of their estate to the Fine Arts Museums of San Francisco, making an impact on the causes they love for years to come.
Why give in your will?
Commonly gifted assets in wills + trusts
- Financial accounts
- Real estate
- Brokerage accounts
- Crypto and NFTs
- Personal property
Downloadable resources
Estate planning checklist
Here are 10 important documents for getting your affairs in order.
Sample bequest language for your will or trust
This language may help you and your attorney as you consider a gift that meets your financial and personal goals.
Sample codicil
When it’s time to update your will, you can use a codicil — an addition or supplement that explains or modifies your existing will.
FAQ
Yes! Gifts of any size are deeply appreciated. Many people choose to leave a percentage of their estate, which scales up or down with your estate size.
Yes! Letting us know your intentions in advance in helpful to our team, but you can always choose to remain anonymous.
Yes, if you would like to designate your gift to a specific department or program, contact us through the form below, so we can work together to ensure your gift intentions are clear.
We’ve partnered with FreeWill to help you make a will or trust at no cost to you. You can use this to complete your plans or use the tools to get your affairs in order before visiting an attorney (who is likely to charge a fee) before finalizing your plans.
Yes! You are always free to revise or update your estate plans.
Yes! FreeWill will never share your personal information without your permission.
Already included us in your estate plans?
Letting us know is incredibly helpful to our team and helps make sure your gift is used how you want it to be.
Have questions? Get in touch!
Our team is happy to speak with you about your giving goals, confidentially and with no obligation.Name:
Contact us through this form or at plannedgiving@famsf.org.
More ways to make an impact
Gifts for the future
Donations in your will or trust are the most popular type of legacy gift, while gifting assets not covered by your will, like 401(k) or IRA accounts, may help your heirs avoid unwanted taxes.
Gifts that pay you back
Transfer securities, cash, or other property to the Museums and we’ll manage the investment of the assets and pay an income to you, your designated beneficiaries, or both. Receive payments for the rest of your life or up to a certain number of years.
Tax-smart gifts
Many people are increasingly choosing to give non-cash assets, so they can have a bigger impact at less cost to them.