Since 2010, SDA has organized seniors and people with disabilities to advocate for collective and individual rights with San Francisco officials and government leaders.
No one can predict the future. But we know that elders and people with disabilities will always be part of our community. Our communities will need a strong voice in the halls of government for years to come.
That’s why we invite you to leave a legacy of advocacy and remember SDA in your Will or estate plan. Your gift of any amount will help SDA provide vital advocacy for seniors and people with disabilities in the Bay Area well into the future.
Howard Wallace Legacy Circle
The board and staff of SDA recognize that remembering SDA in your Will or estate plan is a significant decision. We are grateful for your thoughtful planning which symbolizes your commitment to seniors and people with disabilities.
Howard Wallace, one of the founders of our organization, was a strident advocate for the rights and dignity of seniors and people with disabilities. When Howard passed away, he left some of his savings to Senior and Disability Action. Howard may not have realized it, but with this final contribution he became a founder again. In honor of our friend Howard and all those who have committed to make this work possible for future generations, we created the Howard Wallace Legacy Circle.
The members of the Legacy Circle:
Betty Traynor
Connie Ford
Deborah Lyon
Hene Kelly
Howard Wallace
Kathy Lipscomb
Vera Haile
Wallace Legacy Circle members may, at their own discretion, choose to remain anonymous.
If you are considering joining the Howard Wallace Legacy Circle, please click here to fill out this form so that we know and can recognize you! If you have questions, an SDA staff member can help you think through the options.
One of the most common ways that donors have left funds for SDA after their passing has been through Bequests in Wills or Trusts. Below is a bit of information on how to do this. Further below, please find a link on other options for remembering SDA in your Will or estate plan.
Bequests in Wills or Trusts
Remembering SDA in your Will or Living Trust is a simple way for you to leave a legacy of care for future generations of seniors and people with disabilities.
There are different ways for you to include SDA in your Will or Living Trust.
- Make a donation of a specific amount or asset: “I give to Senior and Disability Action, Inc., a San Francisco not-for-profit corporation that is recognized as exempt from tax under Section 501 (c)(3) of the Internal Revenue Code, with its principal office located at 1360 Mission Street, #400, San Francisco, CA 94103, the sum of $___ to be used for its general purposes.”
- Leave a percentage of your estate: “I give to Senior and Disability Action, Inc., a San Francisco not-for-profit corporation that is recognized as exempt from tax under Section 501 (c)(3) of the Internal Revenue Code, with its principal office located at 1360 Mission Street, #400, San Francisco, CA 94103, ___ percent of the total value of my estate to be used for its general purposes.”
- Take care of others first, and leave the remainder, or residual, of your estate to SDA: “I give to Senior and Disability Action, Inc., a San Francisco not-for-profit corporation that is recognized as exempt from tax under Section 501 (c)(3) of the Internal Revenue Code, with its principal office located at 1360 Mission Street, #400, San Francisco, CA 94103, [all or ___ percent)] of my residuary estate to be used for its general purposes.”
- Leave a contingent gift that only takes effect if one of your beneficiaries predeceases you: “In the event of the death of any of the beneficiaries, I give to Senior and Disability Action, Inc., a San Francisco not-for-profit corporation that is recognized as exempt from tax under Section 501 (c)(3) of the Internal Revenue Code, with its principal office located at 1360 Mission Street, #400, San Francisco, CA 94103, (specific, percentage, or residual language as above).”
The link below will provide you with information on the various ways to remember SDA in your Will or estate plan and join the Legacy Circle.
Click here to learn more about various ways to ensure SDA is supported in your estate planning, including Beneficiary Designations, Charitable IRA rollovers, and Charitable Remainder Trusts. If you would rather just speak to someone at SDA about the options, please click here to fill out this form and we’ll get in touch!
This information is not intended as tax or legal advice. We recommend that you consult with your legal and financial advisors to learn how a gift would work in your circumstances.
Building a movement of seniors, disabled people, and allies 