ADDITIONAL GIVING OPTIONS
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3130 20th Street, Suite 275
San Francisco, CA 94110
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Give Appreciated Securities
First Graduate’s broker is Blake Freeman at Wells Fargo Advisors, LLC: SINDER/ROHRER/ROSS/FREEMAN; Phone: 415-396-6733. DTC#: 0141. For benefit of: #20316072. TAX ID #: 94-3381171.
Join Our Legacy Circle
- Name First Graduate in your will or estate plan as a recipient of a set percentage or dollar amount of your estate
- Designate First Graduate as a beneficiary to a life insurance policy, retirement fund, or IRA
- Make a bequest of real estate, a valuable work of art or other personal property
Unrestricted gifts provide First Graduate with the maximum flexibility to use funds where the need is greatest. If you wish to designate a more specific purpose to your gift, please let us know, so we can ensure that we will be able to honor your wishes.
The following sample provision may be helpful to you and your attorney:
I bequeath to First Graduate, 3130 20th Street, Suite 275, San Francisco, CA 94110, the sum of $ _________ * [or ________ percent of my estate] for its general charitable and educational purposes.
If you have made a provision in your will, or would like more information about the First Graduate Legacy Circle, please contact Terri Forman in the Development Office at (415) 343-5086.
We encourage you to seek legal counsel when considering these types of gifts. The information presented here is not offered as legal or tax advice.