Legacy Partner Form – San Mateo PAL

"Our most important resource is
the youth of our Community."

-Bob Binn

Membership Confirmation

PAL Legacy Partners

San Mateo Police Activities League welcomes you to PAL Legacy Partners and treasures the opportunity to pay tribute today to those who have included the organization through various forms of strategic giving, including their estate plans. We applaud your lasting commitment to a community where opportunity, financial stability, and wellness are secured for all. To acknowledge your generous planning on our behalf, we would like to ask you for the following information.

(Please note that all information is confidential)

PAL Legacy Partners Form

PAL Legacy Partners Membership Confirmation

Name*
First Last
Address*
Street Address Address Line 2 City State ZIP Code
Phone*
Email*
I/we have included San Mateo Police Activities League in my/our financial planning through a:*
- Will/Revocable Trust
- Charitable Trust (e.g. Charitable Remainder or Lead Trust)
- Life Insurance Beneficiary (primary or contingent)
- Retirement Plan (such as IRA or 401K) Beneficiary (primary or contingent)
San Mateo Police Activities League is honored to recognize PAL Legacy Partners in donor publications and invitations to regular activities throughout the year:*
- Yes, please include me in recognition activities
- I would prefer to remain anonymous
Signature*
Date*
MM slash DD slash YYYY
Optional Information: Attorney/Other Advisor:
Address
Street Address Address Line 2 City State ZIP Code
Comments
This field is for validation purposes and should be left unchanged.

Please call for questions, send or email this completed information to:
San Mateo Police Activities League
200 Franklin Parkway, San Mateo, CA 94403
Email: Lisa Tartaglia,ltartaglia@cityofsanmateo.org (Fund Development Director)
Phone: (650) 522-7713 Fax: (650) 522-7551

Legacy Partners

With thoughtful planning, you can create a transformational gift for San Mateo Police Activities League, ensuring a bright future for our community. While we always recommend that people consult their own estate planning advisors, we have listed below a number of ways that you can leave a strategic, legacy gift to San Mateo Police Activities League.

Bequests

A contribution to San Mateo Police Activities League made through a provision in your will or revocable trust. Such a gift is easy to arrange, will not alter your current giving in any way and can easily be modified to address your changing needs.

Retirement Plans

Naming San Mateo Police Activities League as a beneficiary of your IRA, 401K, 403B, or other qualified retirement plan is a simple way to make an extraordinary gift that can avoid unanticipated taxes for your heirs.

Life Insurance

You can transfer ownership of a paid-up life insurance policy to San Mateo Police Activities League, and the organization can elect to cash in the policy now or hold onto it.

IRA Charitable Rollover

Congress has finally signed the IRA Charitable Rollover provision into law. For people who have reached age 70 ½, this is an excellent opportunity to make a gift during your lifetime from an asset that could be subject to multiple levels of taxation. Contributions of up to $100,000 per year (that would otherwise be a taxable minimum distribution) can be made directly to a charity from your financial institution.

Life Income Gifts

There are a variety of gift vehicles available to donors that can stretch your giving ability, provide an income for life, offer tax benefits, and secure a future for your heirs. There are a number of charitable trusts that offer such benefits. Moreover, there are giving vehicles that allow you to freeze the taxable value of your appreciating assets by using them to make gifts today and pass them back to family members later.

Please contact San Mateo Police Activities League for additional information
(650) 522-7713
Lisa Tartaglia at ltartaglia@cityofsanmateo.org

"Our most important resource is the youth of our Community."