We greatly appreciate your interest in supporting Buckelew Programs. With over four decades of success in working with individuals who have a mental illness, Buckelew Programs has gained a reputation for meeting the needs of our clients and their families in a holistic and caring way. Buckelew Programs serves thousands of clients in the North Bay through its affordable housing, employment services, counseling, crisis intervention and recovery support services. We are only able to provide these services with financial support from donors like you. Here are some examples of how you can help:
Make a Gift by Check: Your donation is tax deductible (Tax ID# 23-7088977) and can be made payable to Buckelew Programs.
The mailing address is: Buckelew Programs, 555 Northgate Drive, Suite 200, San Rafael, CA 94903
Please include your name, address, telephone number and email address with your check. We will issue you an official acknowledgement letter as soon as your gift is received.
Give online: Donate now by making a gift right here on this website through our online partner, Network for Good. You will immediately receive an acknowledgement via email for tax purposes.
Make a recurring gift: Consider joining our Circle of Hope by making a monthly recurring gift either online or by sending a monthly check. Monthly giving is an easy way to increase your annual gift size, and it helps us budget more efficiently for critical services.
Make a Gift of Securities
Stocks, bonds or other securities can be transferred as gifts. Donors receive an income tax deduction equal to the fair market value (“FMV”) of the security even if it has appreciated significantly in value. Since the security is transferred in kind,, the donor will avoid paying capital gains tax on any gain in value Gifts of securities are easy to transact.
Many companies have matching-gift programs that allow you to make an even greater impact with your donation. Contact your employer’s Human Resources Department to inquire if they have a matching program and to obtain the necessary documents or click on the link below.
Gifts Made Through Your Will or Trust
You can join supporters who have made the thoughtful decision to support Buckelew Programs (BP) through their estate plans. Making these arrangements means that the services and programs that you have supported in your lifetime will continue to touch the thousands of people with mental health and substance abuse issues for years to come.
Naming Buckelew Programs in Your Will or Trust
You can make a gift to BP in your will or trust by designating a specific dollar amount, a percentage of the estate, or a percentage of the remaining part of the estate after all other distributions are made. You can easily make or change this arrangement at any time. If you do not have an estate plan yet, or have not reviewed it lately, this might be an excellent opportunity to create or modify your estate plan to include a gift to Buckelew. As always, you should discuss this or any planning technique with your attorney; however, the language for leaving a charitable gift through your estate plan typically will read something like the following:
“I give, bequeath, and devise (all or ____ percent of) the rest, residue and remainder of the property, both real and personal, wherever situated, which I may own or be entitled to at my death, to Buckelew Programs to be used for its general purposes.”
Other ways to make Buckelew Programs part of your estate plan:
Many charitable people wish to create a legacy for Buckelew Programs (BP) but do not wish to involve their will or trust. There are three primary ways this can be achieved:
• name BP as a beneficiary of a retirement account,
• name BP as a beneficiary of a life insurance policy
• name BP as a beneficiary on your bank or investment account
You can create a legacy by naming BP as a beneficiary or contingent beneficiary of an IRA, 401(k) Keogh account, or other retirement plan. When a retirement account is left to a charity, the organization does not pay the income tax otherwise due if left to a friend or family member. For very high net worth individuals, assets in these accounts may also be subject to estate taxes. You can make such a gift simply by completing a change of beneficiary form. If you name BP as a beneficiary, you can change your mind at any time by updating the change of beneficiary form . There are no fees involved, and it does not require any work on the part of an accountant or attorney.
Life Insurance Policies
Life insurance may be used to create a legacy by naming BP as a beneficiary or contingent beneficiary of the policy. This requires only that you complete a change of beneficiary form with the insurance company. You do not have to work with an attorney or accountant, nor are any fees involved to arrange such a gift. If you name BP as a beneficiary, you can change your mind at any time by updating the change of beneficiary form.
Bank or Investment Accounts
You may name BP as a beneficiary on your bank or investment account in most states. These arrangements are known as Transfer-on-Death or Payable-on-Death or “POD/TOD”. This requires that you complete a form directly with your financial institution. You do not have to work with an attorney or accountant, nor are any fees involved to arrange such a gift. TOD/POD gifts are completely revocable as you can change your mind at any time by filling out a new form.
Charitable Remainder Trusts
A Charitable Remainder Trust (CRT) is a tax-exempt trust that can be used to liquidate an asset to create two interests: an income interest for the donor,and a remainder interest for BP. The income interest is paid out to a designated beneficiary (such as the creator of the trust), typically for the lifetime of the donor. At the conclusion of the term, the remainder interest is passed on to BP. Charitable Remainder Trusts are a powerful tool that can address personal income and tax goals while facilitating a significant gift to BP.
If you are considering a lifetime gift or including Buckelew Programs in your estate plan, please contact our Director of Development, Katrin Ciaffa, at (415) 491-5705, or email her at firstname.lastname@example.org. for assistance regarding implementation.