LEAVE A LEGACY OF JUSTICE, DIGNITY & HOPE

Your legacy gift can help safeguard the future for San Francisco’s older adults and people with disabilities. Planned gifts, also known as legacy gifts, are a powerful way to support Legal Assistance to the Elderly (LAE) beyond your lifetime, ensuring that vulnerable members of our community continue to have access to free legal help for generations to come. 

By including LAE in your estate plan, you become part of a special group of donors whose generosity sustains our mission far into the future, protecting the right to housing, healthcare, and safety for those who need it most. 

WHAT IS PLANNED GIVING?

Planned giving allows you to make a meaningful charitable gift while meeting your personal, financial, and estate planning goals. These gifts typically come from your will, trust, retirement plan, or life insurance policy. 

Planned gifts cost nothing today, but they leave an extraordinary impact tomorrow. 

COMMON LEGACY GIVING OPTIONS  

Here are a few ways you can make a planned gift to LAE

• BEQUESTS: Designate LAE as a beneficiary in your will or living trust. 
• RETIREMENT PLANS: Name LAE as a beneficiary of your IRA, 401(k), or other retirement account. 
• LIFE INSURANCE: Donate a policy you no longer need or name LAE as a beneficiary. 
• CHARITABLE TRUST: Establish a trust that provides for you and your loved ones, with LAE as a charitable remainder beneficiary. 
• REAL ESTATE OR APPRECIATED ASSETS: Leave a gift of property or stock that can benefit our mission while potentially offering you tax advantages. 

YOUR GIFT. YOUR LEGACY.

No matter the size of your gift, your legacy will ensure that low-income seniors and adults with disabilities in San Francisco receive compassionate legal advocacy when they need it most. 

We recommend consulting your legal or financial advisor to determine what type of planned gift best aligns with your goals. 

LET’S TALK! If you’ve already included LAE in your estate plans, we’d love to thank you and recognize your thoughtful generosity.

Marwa Ibraheem 
Director of Development 
mibraheem@laesf.org 

All information is confidential and non-binding.