Planned Giving

You can plan a gift in your will or estate plan that helps cre­ate a more peace­ful future for the San Francisco Bay Area and beyond. To per­pet­u­ate your inter­est and influ­ence into the future, you can add a sim­ple char­i­ta­ble bequest to The Mosaic Project to your exist­ing will, for tax-benefits and a legacy.

You may wish to leave The Mosaic Project as a bequest in your will:

  • a spe­cific dol­lar amount
  • a per­cent­age of your estate or resid­ual estate or
  • a spe­cific asset like secu­ri­ties or another eas­ily liq­ue­fied mar­ketable prop­erty

You may also choose to make The Mosaic Project a ben­e­fi­ciary under trusts, life insur­ance poli­cies, com­mer­cial annu­ities and/or retire­ment plans.


How to Designate Your Bequest

The fol­low­ing sam­ple lan­guage is intended as a guide. You may wish to review this infor­ma­tion with your legal advi­sor. Unrestricted gifts give us the great­est flex­i­bil­ity to use funds where they are needed most at any given time.

Unrestricted Bequest

I give (describe dol­lar amount, prop­erty to be given, or per­cent­age of estate) to The Mosaic Project, a non-profit California cor­po­ra­tion with its prin­ci­pal offices in Oakland, California, in Alameda County, to be used for the ben­e­fit of The Mosaic Project, in such a man­ner as The Mosaic Project, Board of Directors may elect.

Restricted Bequest

I give (describe dol­lar amount, prop­erty to be given, or per­cent­age of estate) to The Mosaic Project, a non-profit California cor­po­ra­tion with its prin­ci­pal offices in Oakland, California, in Alameda County, for the pur­poses of estab­lish­ing the fol­low­ing restricted pur­pose: (Indicate pur­pose).

If in the future the Board of Directors of The Mosaic Project, in con­cert with the Executive Director and lead­er­ship of The Mosaic Project deter­mines that the spe­cific pur­poses for which this fund was estab­lished no longer per­tain or the pro­grams ben­e­fit­ing from these funds no longer exist, the Board may des­ig­nate that the funds be used for those pur­poses and pro­grams of The Mosaic Project which are most closely aligned with the orig­i­nal intent. Such redes­ig­na­tion of funds would be allowed only to the extent per­mit­ted by California law and the poli­cies and pro­ce­dures of The Mosaic Project.

Simple Residuary Bequest

I give the rest of the prop­erty I own at my death to The Mosaic Project, a non-profit California cor­po­ra­tion with its prin­ci­pal offices in Oakland, California, in Alameda County, to be used for unre­stricted pur­poses.

Contingency Bequest

If (indi­cate name or names) is not liv­ing after the date of my death, I give the remain­der of the prop­erty I own to The Mosaic Project, a non-profit California cor­po­ra­tion with its prin­ci­pal offices in Oakland, California, in Alameda County, to be used for unre­stricted pur­poses.