Planned Giving

Realize a Safe Pierce County for Generations to Come!

A Planned Gift is a personal and meaningful contribution that affords you the opportunity to give in a way that will leave a lasting agency for you and your family, as well as the thousands of members of our community that will be influenced by your generosity.

Benefits of Planned Gifts

You leave a lasting legacy to be remembered

You lessen the burden of taxes on your family

You may receive estate tax savings

“I have believed that community building is critical so families can thrive in healthy and safe environments. Through my giving, I strive to impact future generations community members have a voice and can influence policies for a safe and healthy community.”

Dr. Priscilla Lisicich, Former Executive Director of Safe Streets

Suggested Language for your Estate Documents

A Bequest is a gift made through a will or a living trust. It’s the most popular planned gift; the easiest to make; and costs nothing during a donor’s lifetime. A Bequest can be included in a new will, or added to an existing will or living trust through a simple amendment called a codicil — often without the expense of hiring a lawyer.

You may include a bequest to support to Safe Streets when preparing your will or by adding a codicil to your present will. Bequests may be of cash, securities, real estate or other property. Bequests of all sizes are welcome, whether they are outright, contingent or residual.

The following information is not intended to be legal or tax advice. We recommend that you consult with a qualified estate planning attorney when drafting your will.

“I/We give Safe Streets Campaigns, Tacoma, Washington 98401 the sum of $__________ to be used for the general support of Safe Streets.”

“I/We give Safe Streets Campaigns, Tacoma, Washington 98401, percent of the residue of my estate to be used for the general support of Safe Streets.”

“In the event that predeceases me/us, I/We give Safe Streets Campaigns, Tacoma, Washington 98401, the sum of $__________(or, alternatively, __ percent of the residue of my estate) to be used for the general support of Safe Streets.”

If you desire to include Safe Streets in your estate plan, but don’t wish to revise an existing will or trust, here are two simple, quick and cost-free ways of making a future gift:

A Payable-on-Death (POD) arrangement allows you to name a cause as a beneficiary of your bank or credit union savings account, checking account or CD. A very similar arrangement, called a Transfer-on-Death (TOD) account, allows you to name a charity as a beneficiary of your stocks, bonds and mutual funds. Upon your death, assets in POD and TOD accounts are passed to beneficiaries without going through probate.

You can name a cause as a beneficiary of your annuity or whole-life, term or employer-provided life insurance policy. Simply submit an updated beneficiary designation form to your life insurance agent or mail it directly to the life insurance company.

Similarly, you can include a cause as a beneficiary of your retirement plan, such as a traditional IRA or 401(k) account, simply by updating the beneficiary designation form, which can be obtained from the plan administrator. Naming charity as beneficiary of your retirement plan eliminates income and estate taxes on that asset, so that upon your death, all of the remaining balance goes to support a worthy cause.

Although forms will differ from one financial institution to the next, you will need the following information:

Safe Streets Campaigns is tax exempt under section 501(c)3 of the Internal Revenue Code

Tax ID : 91-1704402

U.B.I.: 601 673 713

Date of Incorporation: December 1, 1995

If you have named Safe Streets in your will or trust, please let us know so we can ensure that your gift is used according to your wishes. Notifying us of your plans will enable us to plan for the use of your future gift. However, if you prefer to remain anonymous, we will keep your name and gift in strict confidence.

Choose the Planned Gift that’s Right for You!

Whatever your stage in life, planned giving can benefit you and your loved ones while helping to Pierce County neighborhoods for generations to come. Some planned gifts have an impact now, some after your lifetime. Many offer tax savings, and some even provide you with income for life.

Regardless of the size of your estate, creating a plan allows you to make important decisions about the future and provide documented guidance to your loved ones in the event of your death. Without an estate plan, attorneys or the government can decide how to distribute your assets or care for your loved ones.