Why Make a Legacy Gift?

A planned gift allows you to make a meaningful investment in the future—often without affecting your current financial security.

Legacy gifts can:

• Create a lasting impact for future generations of San Francisco families

• Reflect your personal values and philanthropic vision

• Potentially provide tax advantages for you or your estate

• Support one of the Bay Area's leading organizations working to end family homelessness

No matter the size of your gift, your legacy will help ensure more children grow up with the stability every family deserves.

Ways to Leave Your Legacy

There are many ways to include Hamilton Families in your long-term plans.

Include Hamilton Families in Your Will or Living Trust

One of the simplest ways to make a lasting impact is by naming Hamilton Families as a beneficiary in your will or living trust.

You may choose to leave:

• A specific dollar amount

• A percentage of your estate

• A particular asset

• The remainder of your estate after providing for loved ones

Name Hamilton Families as a Beneficiary

You can also name Hamilton Families as a beneficiary of:

• Retirement accounts (IRA, 401(k), 403(b), etc.)

• Life insurance policies

• Donor Advised Funds (where permitted by your sponsoring organization)

• Bank or investment accounts with beneficiary designations

Updating a beneficiary designation is often simple and can usually be completed without changing your will.

Other Planned Giving Opportunities

Depending on your goals, you may also wish to explore:

• Charitable remainder trusts

• Charitable gift annuities

• Gifts of appreciated assets

• Real estate gifts

Our Development Team is happy to work with you and your professional advisors to explore the option that best aligns with your wishes.

Your Legacy Lives On

When you include Hamilton Families in your estate plans, your generosity becomes part of every family's story.

Your future gift can help provide:

• Safe emergency shelter

• Stable housing opportunities

• Homelessness prevention services

• Educational support for children experiencing homelessness

• Long-term pathways to independence

Together, we can ensure that future generations of San Francisco families have the opportunity to thrive.

Information for Your Attorney or Advisor

Legal Name
Hamilton Families

Tax ID (EIN)
94-3055602

For information about beneficiary designations or bequests, please contact our Development Team.

Let Us Know About Your Gift

If you've already included Hamilton Families in your estate plans—or are considering doing so—we would be honored to hear from you.

While there is no obligation to notify us, letting us know allows us to:

• Thank you personally

• Ensure we understand your wishes

• Welcome you into our legacy giving community (if you choose)

• Plan responsibly for the future impact of your generosity

Questions?

Planning your legacy is a deeply personal decision.

Our Development Team is available to have a confidential conversation with you, your family, or your professional advisors. Whether you're updating an existing estate plan or creating one for the first time, we're here to help.

Development Team

Email: development@hamiltonfamilies.org

Phone: (415) 340-6027