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.