Estate & Planned Giving

Your estate gift leaves a lasting legacy by advancing BCPP’s mission to prevent breast cancer before it starts. By including BCPP in your will or trust, you ensure future generations are protected from harmful chemicals and can live in healthier environments.

BCPP invites you to join our Legacy Circle – a valued community of supporters investing in the long game of preventing breast cancer before it starts. By including BCPP in your will, trust, or estate plans, you can align your commitment to prevention with your financial, tax, and legacy goals. Your planned gift creates a lasting connection to BCPP and ensures that together we can continue this vital work for generations to come.

No matter how much you leave, you want to make sure it goes to the people and causes you care about.

 Here are a few options:

• Living trust and wills: You can leave a percentage of your estate, a fixed amount, or a residual bequest (the amount left after gifts to loved ones or charity have been made) to BCPP.
• Securities: A donation of appreciated stock, mutual funds, bonds, or other appreciated assets maximizes your charitable gift while minimizing the estate tax burden and eliminating capital gains tax.
• Real estate: Complete or partial gifts of real estate can provide significant resources to BCPP and the future of breast cancer, while reducing multiple tax liabilities.
• Retirement plans and life insurance: Naming BCPP as the beneficiary of your life insurance, 401(k), 403(b), IRA, or other retirement plan is a highly tax-efficient and powerful way to support our work. Retirement plan assets left to an heir can be subject to taxes as high as 70%, yet a non-profit organization can receive retirement plan assets without tax. You also have the option of designating that a portion of your retirement benefits go to BCPP.
• Charitable remainder trusts and charitable lead trusts can be highly effective vehicles for providing for yourself, your partner or other heirs, and the breast cancer community.

No problem – You can easily amend an existing estate plan to include BCPP! A few simple possibilities include:

• Add a gift to your existing plans: Instruct your lawyer to prepare a simple, inexpensive “Codicil” to your existing will or “Amendment” to your revocable trust, creating a bequest for BCPP. This can be a specific amount of money or a percentage of your estate.
• Change your retirement plan or life insurance designation: Designate BCPP as the remainder beneficiary of your retirement plan or insurance policy. All you have to do is change the beneficiary designation and send the form to your plan administrator or insurance company.
• Name a contingent beneficiary: Consider naming BCPP as contingent beneficiary of your retirement plans to receive your retirement plan benefits in the event that you outlive the primary beneficiary of your retirement plan.

It is highly recommended that you consult with your own tax or legal advisors prior to making a planned gift. We would be happy to speak to your representative, such as a lawyer or financial advisor.

Sample bequest language:

I give to Breast Cancer Prevention Partners, located at 1388 Sutter Street, Ste. 901, San Francisco, CA 94109, online at bcpp.org, and federal tax identification number 94-3155886, ____% of my total estate or ($____).

For more information or to further discuss planned gifts, please contact Nicole Parker at nicole@bcpp.org.