Making The Arc SF Part of Their Giving Plan
John and Rick decided to include The Arc SF in their estate plans last year as part of their response to a request from the Arc SF's Executive Director to support The Arc's strategic goals with a multi-year donation.
They were already making some decisions as John contemplated retirement and their priorities for the next chapter of their lives. John and Rick decided to establish a "Giving Plan" as part of their estate planning and joined The Arc SF's Heart of The Arc Society.
John has a long history of giving and volunteering with The Arc SF. He joined the Board of Directors in 2015, after attending Arc breakfasts for many years with Salesforce colleagues and becoming an Arc Angel in 2008. John also worked with many Arc participants over the years who were employed at Salesforce, a company whose long-time partnership with The Arc SF has grown to more than 20 participants working at their offices.
As a new member of the Board, he joined The Arc SF’s Finance Committee and immediately became involved in The Arc’s strategic planning and investment priorities, desire to increase staff wages, and funding of exciting strategic initiatives. Over the years, he was part of the leadership of The Arc’s fundraising including the Pacesetters Initiative and the Arc’s Annual Breakfast, as well as serving on the Executive Committee of The Arc’s Board of Directors. These experiences made John a passionate advocate for people with developmental disabilities.
John commented, “Being a part of the Arc family for so many years, Rick and I have seen first-hand how The Arc SF provides such a positive impact on the Arc participants in so many critical areas, whether for education goals, wellness, residential services or employment opportunities. We are excited to further help sustain and enable the Arc to thrive in the years ahead.”
Life changes combined with a desire to support charities that are meaningful often provide the opportunity to create an impactful legacy. The Arc SF thanks John and Rick for their Legacy support.
Like John and Rick, you too can have a lasting impact by including The Arc San Francisco in your estate plan. To learn more about ways to create your legacy, please contact Esther Landau at (415) 918-7343 or firstname.lastname@example.org.
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.