Ways to Make a Planned Gift

Bequests:

Include CISBA in your will or living trust.

Beneficiary Designations:

Name CISBA as a beneficiary of your retirement account, life insurance, or bank account.

Charitable Gift Annuities or Trusts:

Create a gift that provides income to you or your loved ones and benefits CISBA later.

To include CIS-BA in your current estate plans, please reference the below sample bequest language that uses our legal name Communities In Schools of Bay Area and federal tax identification number 76-0231008.

I bequeath [the sum of $ ____ ] [an amount equal to ____% of the net value of my estate] [a specific asset or collection of assets such as securities, real estate, or tangible personal property] [all the rest, residue and remainder of my estate] to Communities In Schools of Bay Area. (Tax Identification # 76-0231008) for its general purposes, a non-profit organization located in Houston, TX. 

Why Consider Planned Giving?

• Create a legacy that reflects your values.

• Provide long-term stability for a cause you care about.

• Enjoy potential tax benefits now and for your heirs.