SBS Swiss Benevolent Society
of San Francisco

Estate Planning

In addition to becoming a member, there are other ways of supporting the Swiss Benevolent Society, such as:

  • By giving cash in any amount and realize an immediate charitable tax deduction to reduce your income taxes.

  • By naming the Swiss Benevolent Society in your WILL as a beneficiary to reduce taxes on your estate.

  • By giving appreciated STOCKS or BONDS. This avoids capital gains tax and eliminates taxes on the income from those securities.

  • Establish a charitable remainder annuity with your tax deductible contribution of cash or appreciated securities, and receive monthly income for the remainder of your life.

Before proceeding with any of the above contributions, please contact us for further information and consult your attorney. The above are guidelines and should not be considered legal advice.

You make a difference!
We appreciate your generous consideration
and support!

Tax ID
Swiss Benevolent Society
Pier 17, Suite 600
San Francisco, CA 94111
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