For inpatient
admission or
outpatient
assistance, call:

(415) 379-2224
8 AM – 5 PM

(415) 379-2215
5 PM – 8 AM

ESTATE PLANNING & PLANNED GIFTS

Planned Gifts

Giving options include:

  • A corporate matching gift can double, even triple, your gift to Arden Wood. If you or your spouse works for a matching gift company, you can obtain a matching gift form from your company’s personnel office. Some companies match gifts made by retirees and/or spouses. Fill in the pertinent details and mail the form to Arden Wood—we will take it from there.
  • A stock gift. Wire transfers are easy! Please call for details. To be counted this year, stock gifts should be made no later than December 26
  • A gift of real estate. Please call for assistance with setting up this kind of donation.
  • Make Arden Wood a beneficiary of your insurance policy, IRA, will or trust. (See sample wording below.)
  • A gift in Memoriam. Gifts to commemorate a family member or friend may be designated toward any existing Arden Wood program or fund — perhaps one of particular interest to the individual – or left to the discretion of Arden Wood.
  • A gift of a “wish list” item. Our wish list consists of priority needs. For a list of current items, please click here.
  • A bequest from your estate. An estate plan enables you to leave a lasting legacy to both your family and the organizations you value the most. It is highly recommended that a financial advisor and/or legal counsel be consulted.

If you would like to discuss any of these options, please feel free to contact:

John W. Mitchell, ED/CEO
Arden Wood, Inc.
445 Wawona Street
San Francisco, CA 94116
Telephone: (415) 379-2200

Estate Planning

The most common documents in an estate plan include the following:
  • An Advance Health Care Directive (AHCD) designates your choice of a legal decision-maker in your stead and specifies how you want to be cared for. You can download a version of this form that includes language specific to Christian Scientists by clicking .
  • A Power of Attorney names an individual to act on your behalf. It can be limited to a period of time or to specific circumstances.
  • A Living Trust or Irrevocable Trust contains estate assets that have been transferred out of the estate by contract or trust, and thereby are protected from arduous and often lengthy probate proceedings. Charitable bequests or trust gifts are made to the charity or charities designated by the trust documents.
A Trust and A Will

Many people want to avoid the expensive, public and drawn out process of probate by having a trust in addition to a will. Without a trust in place, the process of distributing your property is likely to be governed by state regulations under the jurisdiction of an impersonal officer of the court. The most thoughtful gift you can leave to those you love is a sound estate plan, and the most thoughtful kind of estate plan includes a trust.

Beneficiaries

An easy, direct way to provide for your best-loved charities is to change the beneficiary designation on an IRA or life insurance policy to the names of those organizations. When these assets are given to individuals (instead of charities), they are considered as taxable income to the recipients.
Information about estate planning is available in books, on websites, and through your attorney. If you would like help with this important process, please feel free to call our Development Office any time: 415-379-2104.

SAMPLE WORDING

If you intend to include a bequest from your estate for Arden Wood, you and your legal counsel are welcome to use the wording and pertinent details provided below.

Sample bequest language for a specific cash distribution:
“And to Arden Wood, Inc., located in San Francisco, California, a 501(c)(3) charity organized under the laws of the State of California, I hereby give, devise and bequeath the sum of $__________, for its unrestricted use and purpose.”

Sample bequest language for a percentage of the whole or residue:
“And to Arden Wood, Inc., located in San Francisco, California, a 501(c)(3) charity organized under the laws of the State of California, I hereby give, devise and bequeath _____% of my estate, for its unrestricted use and purpose.”
Legal name: Arden Wood, Inc.

IRS Tax-Exempt Status: Arden Wood, Inc., is a charitable, tax-exempt 501(c)(3) non-profit organization.

Address of Principal Office:
Arden Wood, Inc., 445 Wawona Street, San Francisco, CA 94116

Tax Identification Number:
23-7334055

Contact: John W. Mitchell, ED/CEO
Telephone: (800) 767-0003, ext. 2200 or (415) 681-5500, ext. 2200

The above information is not intended to constitute financial or legal advice. Consulting your financial advisor and/or legal counsel is recommended. For more information, please contact
John Mitchell at (800) 767-0003 x2200 or .

Thank you! Your steadfast support is invaluable and greatly appreciated!

Arden Wood is a California religious nonprofit corporation and your gift is tax deductible to the extent allowed by law.