{"id":67,"date":"1970-01-01T00:00:00","date_gmt":"1970-01-01T00:00:00","guid":{"rendered":"http:\/\/weebly-import-page-58"},"modified":"2026-07-05T02:54:13","modified_gmt":"2026-07-05T02:54:13","slug":"planned-giving","status":"publish","type":"page","link":"https:\/\/sfbbo-test.twomoons.systems\/staging\/1924\/planned-giving\/","title":{"rendered":"Planned Giving &#8211; San Francisco Bay Bird Observatory"},"content":{"rendered":"\n<h2 class=\"wp-block-heading has-text-align-center\">Planned Giving &#8211; The Cogswell Legacy Society<\/h2>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:75%\">\n<p class=\"wp-block-paragraph\"><span>\u200b\u200bLeave an investment to SFBBO and become a member of The Cogswell Legacy Society, a group of extraordinary men and women who have demonstrated their belief in the work and mission of SFBBO by including the organization in their estate plans.<br><br>\u200bThe Society is named for Dr. Howard Cogswell to honor his generosity to SFBBO and his conservation leadership in the Bay Area. <br><br>\u200bTo speak with someone about supporting SFBBO with a planned gift, please contact Executive Director Chris Overington at <a href=\"mailto:coverington@sfbbo.org\">coverington@sfbbo.org<\/a>.&nbsp;<\/span>\u200b<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image aligncenter\"><img data-recalc-dims=\"1\" decoding=\"async\" loading=\"lazy\" src=\"https:\/\/i0.wp.com\/sfbbo-test.twomoons.systems\/staging\/1924\/wp-content\/uploads\/weebly-migration\/cogswell-giving-bs-orig_orig.jpg?ssl=1\" alt=\"Picture\"\/><figcaption class=\"wp-element-caption\">Dr. Howard Cogswell<\/figcaption><\/figure>\n<\/div>\n<\/div>\n\n\n\n<hr class=\"is-style-wide wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p class=\"has-xl-font-size wp-block-paragraph\"><strong>Bequests Through a Will or Trust<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can make a gift to SFBBO in your will by designating a specific dollar amount, a percentage of the estate, or a percentage of the remaining part of the estate (residual) after other distributions are made. You can make this decision at any time. If you do not have a will written yet, or have not reviewed it lately, these are excellent reasons to create or modify your will and discuss this potential sample language with your attorney<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u201cI give, bequeath, and devise (all or ____ percent of) the rest, residue and remainder of the property, both real and personal, wherever situated, which I may own or be entitled to at my death, to San Francisco Bay Bird Observatory, a California nonprofit organization, to be used for its general purposes.\u201d<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">SFBBO&#8217;s federal Tax ID number is 94-2788588.<\/p>\n\n\n\n<hr class=\"is-style-wide wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p class=\"has-xl-font-size wp-block-paragraph\"><strong>Ways to Leave A Bequest Without a Will or Trust<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Many generous people wish to create a legacy for SFBBO but have no interest in writing a will or a trust. These options can still be considered if one does have a will or a trust.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Name SFBBO as a beneficiary of a retirement fund<\/li>\n\n\n\n<li class=\"\">Name SFBBO as a beneficiary of a retirement policy<\/li>\n\n\n\n<li class=\"\">Name SFBBO as a successor to your bank or investment account<\/li>\n<\/ul>\n\n\n\n<hr class=\"is-style-wide wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p class=\"has-xl-font-size wp-block-paragraph\"><strong>Retirement Funds<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can name SFBBO as a beneficiary or contingent beneficiary of an IRA, 401(k) Keogh account, or other retirement plan. By naming SFBBO as a beneficiary of your retirement account, you can ensure that those assets will not be included in your taxable estate, and should pass to SFBBO tax-free. You can make such a gift by completing a change of beneficiary form. There should be no fees involved, and it does not require any work on the part of an accountant or attorney.<\/p>\n\n\n\n<hr class=\"is-style-wide wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p class=\"has-xl-font-size wp-block-paragraph\"><strong>Insurance Policies<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Life insurance may be used to create a legacy by naming SFBBO as a beneficiary or contingent beneficiary of the policy. This requires that you complete a change of beneficiary form with the insurance company. You do not have to work with an attorney or accountant, nor are any fees involved to arrange such a gift. If you name SFBBO as a beneficiary, you can change your mind at any time by updating the change of beneficiary form.<\/p>\n\n\n\n<hr class=\"is-style-wide wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p class=\"has-xl-font-size wp-block-paragraph\"><strong>Bank of Investment Accounts<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You may name SFBBO as successor to your bank or investment account in most states. The arrangement is known as Transfer-on-Death\/Payable-on-Death or TOD\/POD. This requires that you complete a form directly with your financial institution. You do not have to work with an attorney or accountant, nor are any fees involved to arrange such a gift. TOD\/POD gifts are completely revocable. You can change your mind at any time by filling out a new form.<\/p>\n\n\n\n<hr class=\"is-style-wide wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p class=\"has-xl-font-size wp-block-paragraph\"><strong>Share Your Plans<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you are considering making a gift to SFBBO in your will or in other accounts, or if you&#8217;ve already included us in your plans, please let us know so we can thank you appropriately by contacting Executive Director Chris Overington at <a href=\"mailto:coverington@sfbbo.org\">coverington@sfbbo.org<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Planned Giving &#8211; The Cogswell Legacy Society<\/p>\n","protected":false},"author":1,"featured_media":1170,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"nf_dc_page":"","footnotes":""},"class_list":["post-67","page","type-page","status-publish","has-post-thumbnail","hentry"],"acf":{"title":"PLANNED GIVING","subtitle":"","hero_focal_x":50,"hero_focal_y":40},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Planned Giving - San Francisco Bay Bird Observatory - San Fransisco Bay Bird Observatory<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/sfbbo-test.twomoons.systems\/staging\/1924\/planned-giving\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Planned Giving - San Francisco Bay Bird Observatory - San Fransisco Bay Bird Observatory\" \/>\n<meta property=\"og:description\" content=\"Planned Giving - The Cogswell Legacy Society\" \/>\n<meta property=\"og:url\" content=\"https:\/\/sfbbo-test.twomoons.systems\/staging\/1924\/planned-giving\/\" \/>\n<meta property=\"og:site_name\" content=\"San Fransisco Bay Bird Observatory\" \/>\n<meta property=\"article:modified_time\" content=\"2026-07-05T02:54:13+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/i0.wp.com\/sfbbo-test.twomoons.systems\/staging\/1924\/wp-content\/uploads\/weebly-migration\/133478320.jpg?fit=2000%2C1333&ssl=1\" \/>\n\t<meta property=\"og:image:width\" content=\"2000\" \/>\n\t<meta property=\"og:image:height\" content=\"1333\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/sfbbo-test.twomoons.systems\\\/staging\\\/1924\\\/planned-giving\\\/\",\"url\":\"https:\\\/\\\/sfbbo-test.twomoons.systems\\\/staging\\\/1924\\\/planned-giving\\\/\",\"name\":\"Planned Giving - San Francisco Bay Bird Observatory - San Fransisco Bay Bird Observatory\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/sfbbo-test.twomoons.systems\\\/staging\\\/1924\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/sfbbo-test.twomoons.systems\\\/staging\\\/1924\\\/planned-giving\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/sfbbo-test.twomoons.systems\\\/staging\\\/1924\\\/planned-giving\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/i0.wp.com\\\/sfbbo-test.twomoons.systems\\\/staging\\\/1924\\\/wp-content\\\/uploads\\\/weebly-migration\\\/133478320.jpg?fit=2000%2C1333&ssl=1\",\"datePublished\":\"1970-01-01T00:00:00+00:00\",\"dateModified\":\"2026-07-05T02:54:13+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/sfbbo-test.twomoons.systems\\\/staging\\\/1924\\\/planned-giving\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/sfbbo-test.twomoons.systems\\\/staging\\\/1924\\\/planned-giving\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/sfbbo-test.twomoons.systems\\\/staging\\\/1924\\\/planned-giving\\\/#primaryimage\",\"url\":\"https:\\\/\\\/i0.wp.com\\\/sfbbo-test.twomoons.systems\\\/staging\\\/1924\\\/wp-content\\\/uploads\\\/weebly-migration\\\/133478320.jpg?fit=2000%2C1333&ssl=1\",\"contentUrl\":\"https:\\\/\\\/i0.wp.com\\\/sfbbo-test.twomoons.systems\\\/staging\\\/1924\\\/wp-content\\\/uploads\\\/weebly-migration\\\/133478320.jpg?fit=2000%2C1333&ssl=1\",\"width\":2000,\"height\":1333},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/sfbbo-test.twomoons.systems\\\/staging\\\/1924\\\/planned-giving\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/sfbbo-test.twomoons.systems\\\/staging\\\/1924\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Planned Giving &#8211; 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