SA¹ú¼Ê´«

Secure Your Legacy

In a world where every action counts, planning for the future takes on a profound significance. Including SA¹ú¼Ê´«Ä± in your will or as a beneficiary designation is a powerful way to extend your impact beyond your lifetime. This gesture not only ensures that your values and passions continue to thrive but also provides vital support to causes that matter most to you.

WILLS & TRUSTS

Make an impact while planning for your future.

How to Make a Gift in Your Will or Living Trust to SA¹ú¼Ê´«Ä±

1. Contact your attorney to request a change to your will or the creation of a codicil.
2. There are several ways to include a gift to SA¹ú¼Ê´«Ä± in your will or living trust.
   
   • Make a flexible gift by leaving a percentage of your estate to SA¹ú¼Ê´«Ä±.
   • Leave a fixed amount to SA¹ú¼Ê´«Ä±.
3. Make your legacy gift a contingent, or backup bequest, that only takes effect if other beneficiaries are not able to receive their gifts in order to provide for your family before making a gift to SA¹ú¼Ê´«Ä±.
4. Use the following language for your will or living trust:
   
   1. "I give to Friends of SA¹ú¼Ê´«Ä±, Inc., a Florida nonprofit corporation that is recognized as exempt from tax under 501(c)(3), currently located at 172 NE 15^th Street, Miami, FL 33132, [all (or ________ percentage) of my residuary estate] or [the sum of $ _________] to be used for its general purposes."
5. Share the Tax ID number and the mailing address with your attorney.

SA¹ú¼Ê´«Ä± Tax ID#: 23-7365001

Mailing Address:
Friends of SA¹ú¼Ê´«Ä±
PO Box 19731
Miami, FL 33101-9731

If you’d like to speak with someone about making a beneficiary designation, please contact Amy Turkel at 305-297-7192 or ATurkel@sfpmg.org

BENEFICIARY DESIGNATION - FUTURE GIFT FROM YOUR RETIREMENT OR FINANCIAL ACCOUNT

You can make an impact on the future of SA¹ú¼Ê´«Ä± and public media by providing now for a future gift through your retirement account, life insurance policy, bank or brokerage accounts or donor advised fund. Many people find naming SA¹ú¼Ê´«Ä± as a beneficiary to be the easiest and most effective way to make a meaningful charitable gift, preferring the flexibility and ease a designation provides by being easily updated at any time.

How to Make Beneficiary Designation

How to designate SA¹ú¼Ê´«Ä± as a beneficiary in your retirement account or other financial account

1. You can name the Friends of SA¹ú¼Ê´«Ä± as the beneficiary of all or some percentage of a qualifying retirement plan through a beneficiary designation form. After your lifetime, the funds pass to Friends of SA¹ú¼Ê´«Ä±, tax-free.

2. Use the following information on the beneficiary designation form:

   1. SA¹ú¼Ê´«Ä± Tax ID#: 23-7365001
      Mailing Address:
      Friends of SA¹ú¼Ê´«Ä±
      PO Box 19731
      Miami, FL 33101-9731
3. You can change or update your beneficiary designations at any time if your needs or goals change.
4. You can also name Friends of SA¹ú¼Ê´«Ä± as a contingent beneficiary, so that we only receive a gift if primary beneficiaries are not able to receive the assets.

If you’d like to speak with someone about making a beneficiary designation, please contact Amy Turkel at 305-297-7192 or ATurkel@sfpmg.org

This information is not intended to be professional legal or financial advice. Please consult your financial advisor for advice and counsel.