More Ways to Give

Since 1999, Project Access has been building strong communities, positive changes, and hopeful futures by bringing effective critical programs to families, youth and seniors living in affordable housing communities.

Your cash donation to Project Access will help us expand our programs and serve more families (click here to donate today).

But there are more ways to give!

A commitment to Project Access through your will or other estate planning vehicle is an effective way to ensure that critical services are provided to families and seniors living in affordable communities for generations to come. A Planned Gift allows you to manage your assets during your lifetime, while taking comfort in the knowledge that you have made a commitment to help disadvantaged children, families, and seniors into the future.

Legacy donors are also invited to join PALS – the Project Access Legacy Society. Click here to learn more.

Charitable Gifts and Bequests

The easiest way to demonstrate your commitment to Project Access is by making contributions of assets during your lifetime or at your death through your living trust or will. Most any asset can be donated to Project Access for a charitable income tax deduction if made during person’s lifetime or a charitable estate tax deduction if made at a person’s death. Common assets include cash, stocks, bonds, mutual funds, and real property.

You can name Project Access as a beneficiary in your will by making:

  • An outright gift, either a designated dollar amount or specifying a percentage of your estate.
  • Project Access a remainder beneficiary to receive funds only after specific sums have been paid to individual beneficiaries, such as family and friends.

Gift of Life Insurance

Charitable Gifts of Life Insurance are predicated on the fact that the protection provided by the insurance coverage is not needed by you or your family–giving you a chance to share the wealth. Charitable gifts of life insurance usually are structured in one of the following ways:

  • Project Access is the owner and beneficiary of the life insurance policy insuring your life.
  • You are the owner and Project Access is the beneficiary of the life insurance policy insuring your life.
  • You donate an existing policy insuring your life to Project Access so Project Access is the owner and beneficiary of the life insurance policy.

Regardless of the method implemented, these dollars will help Project Access provide for low-income families and seniors into an uncertain future!

Gifts from your Retirement Account

Gifts of Retirement Plan Distributions are predicated on the fact that neither you nor your family need the assets held in an Individual Retirement Account (IRA), 401(k) Plan, 403(b) Plan, or other retirement plan. Charitable gifts of retirement plan distributions are usually structured in one of the following ways:

  • The distributions you receive from your retirement plan are donated to Project Access.
  • Project Access is named the beneficiary or a partial beneficiary of your retirement plan.

Other Ways to Support Project Access

  • Charitable Gift Annuity
  • Charitable Lead Trusts
  • Charitable Remainder Trusts

To learn more about making a legacy gift to Project Access, please contact Chris Baiocchi, Chief Development Officer at (949) 253-6200 ext. 309 or via email at cbaiocchi@project-access.org

 

Project Access Legacy Society (PALS)

The Project Access Legacy Society (PALS) recognizes donors who have expressed their commitment to Project Access in a very special and important way.

PALS members have named Project Access as the beneficiary of a deferred gift. Such gifts might include bequests, gifts of life insurance, or beneficiary designations from retirement accounts or pensions. The gift may even provide life income to the donor through tools like charitable gift annuities, charitable remainder trusts, or provide enhanced tax advantages to heirs through a charitable lead trust. These gifts will help Project Access continue its mission and help more families build brighter futures.

To join PALS, simply contact Chris Baiocchi, Chief Development Officer at cbaiocchi@project-access.org or (949) 253-6200 ext. 309.

PALS Members

  • Anonymous
  • Deborah Swett & Jonathan B. Webb

Telling us about your intention to make the gift in the future allows us to better administer your wishes when the time comes. Your intention information will be kept confidential, and your statement here is not considered legally binding by Project Access. If you wish to create a life income gift or an endowment gift, please cbaiocchi@project-access.org for a confidential consultation with our office.