Planned Giving

While monetary gifts provide the majority of our philanthropic funding, did you know this is not the only way to make an impactful gift to support CSA?
You may want to consider different assets, like appreciated stock, to make your gift in a way that takes advantage of the tax code to reduce the net cost of a gift to you. Or, you could explore an income-producing charitable vehicle, like a charitable trust, to both make a gift and provide income to you or to loved ones. Another impactful way to make a gift to support the future of CSA is by including us as a beneficiary in your will, living trust, or on a retirement account. Estate gifts are a remarkable way to leave a legacy and ensure the longevity of CSA.
Make a Gift of Securities
Giving appreciated stock may be more beneficial than giving cash; you may receive an immediate income tax deduction for the fair market value of the securities on the date of transfer, and you may not be required to pay capital gains tax.
Make a gift from a Donor Advised Fund (DAF)
A donor-advised fund, or DAF, is a charitable investment account for the sole purpose of supporting charitable organizations you care about, like CSA.
Make an IRA Qualified Charitable Distribution (QCD)
You can make a contribution, also known as a Qualified Charitable Distribution (QCD), directly from your IRA that is 100% tax-free, whether or not you itemize deductions on your tax return.
Join CSA’s Legacy Circle
CSA Legacy Circle members are those who have named CSA as a beneficiary of their estate. Members receive unique benefits like recognition in CSA's Annual Report and invitations to special events. By remembering CSA in your estate plan, you can help preserve the community safety net for generations to come.

Contact Brandon Sheirich at (650) 988-5073; ext 149, or [email protected] with any questions.

Financial planning disclaimer

The discussion herein is general in nature and may not apply to all individuals. Prospective donors are urged to consult their personal tax and financial advisors concerning the specific consequences of making gifts to CSA. We would be pleased to discuss, in confidence, ways in which you may support CSA.