Everything about a campaign is exceptional, including how you can give to it. The Campaign for Save The Bay is a “capacity-building campaign.” This type of campaign raises resources over and above annual fundraising to significantly increase an organization’s capacity to carry out its mission. These additional resources will help capitalize Save The Bay and be predominantly directed to new advancements thus allowing us to do more of what we have done in the past, at a higher level of intensity, with a broader reach.  

Gifts to the campaign may be organized from an asset transfer as well as from your current income. There are many ways you can give, and we encourage you to consider the following options when making decisions about your gift. 

Gift Agreement & Pledges

A written gift agreement will confirm specific criteria for how Save The Bay will utilize your gift and ensures that the gift will always be used exactly as you intended. Pledging allows the donor to consider the most generous gift that circumstances allow, with multi-year pledging as a payment option.

Bequest & Legacy Gifts

You may establish a charitable bequest, trust, life income plan, or other option that will benefit Save The Bay directly and offer you financial-planning prosperity. We can work with you and your advisor to create the instrument that works best for you. Your bequest can take a variety of forms:

• Specific Bequest: The most popular type of bequest, it provides that Save The Bay receive a specific dollar amount, percentage of your estate, or piece of property.
• Residuary Bequest: A residuary bequest provides that Save The Bay receive all or a stated portion of your estate after all other bequests, debts, taxes, and expenses have been distributed.

Outright Gifts

Make an immediate commitment to Save The Bay and fund it with cash, check, appreciated and closely held securities, life insurance policies given outright, real estate or other assets.

Stock & IRA Gifts

Gifts of appreciated securities provide significant benefits including an immediate charitable deduction for full market value of the stock and tax advantages. Please consult with your financial advisor for specific tax guidance. 

Stock Gift

If you hold stocks or bonds with a broker, you may transfer the securities electronically by instructing your broker to send the securities to our account through the Depository Trust Company (DTC).

In order to facilitate the transfer and acknowledgment of your stock gift, please notify Katie Reitter / kreitter@savesfbay.org of your name, the name of the stock, and the number of shares being donated before you transfer the stocks.

Our account at Charles Schwab:

DTC Number: 0164-40Account Number: 2682-5218Charles Schwab Customer Service: 510.986.6010

IRA Gift

Contact your IRA administrator to arrange a direct transfer from your account. Your IRA administrator can send the funds by a check made payable to Save The Bay:

Save The Bay / 560 14th Street #400 / Oakland, CA 94612

Mutual Funds

If your mutual funds are held by your broker or banker, or are in certificate form, please use the procedure for stocks or bonds explained above. If your mutual funds are held by the fund company, you may write a dated letter to the fund, indicating your account number and instructing them to transfer the shares to Save The Bay:

Tax identification number 94-6078420Save The Bay Attn: Katie Reitter / 560 14th Street #400 / Oakland, CA 94612

Your letter should be signed and your signature guaranteed by your broker or banker. Please enclose a copy of your latest statement if possible and send by certified mail. 

Donor Advised Funds (DAFs)

A donor-advised fund (DAF) provides an easy, low-cost method of giving. They have many tax benefits and can honor the family, both past and future. 

Please contact Katie Reitter / kreitter@savesfbay.org if you want to give via your DAF. 

Matching & Workplace Gifts

Many employees want to make a difference and have matching gift programs. To find out if your employer matches charitable contributions, as your HR or payroll department or follow these steps: 

• Give to Save The Bay online, by mail or phone, through your workplace campaign, or by signing up for payroll deductions.
• Visit savesfbay.org/ways-to-give, click on Matching & Workplace Giving, and search the database at the bottom of the page to find your employer.
• If your employer’s name comes up, click on the name, review the information, and follow the guidelines to request the match.

Our Save The Bay Team is happy to help answer any questions you or your financial advisors have questions. Please contact Katie Reitter / kreitter@savesfbay.org if you want to give via your DAF.