Have you already included a gift in your will or trust? Please complete this form to let us know! We would love to thank you for your generosity, enroll you in the Roots Society, and make sure you receive all its benefits.
Do you have an IRA, 401(k), life-insurance policy, or any other assets not included in your will? If so,
these are called non-probate assets and you must plan beneficiaries for them separately. This tool lets
you make your plans and designate us as a beneficiary of one or more of these assets.
If you prefer, please download and return this form:
A lifetime gift requires serious thought. We’re proud of our excellent rating from Charity Navigator, which you may wish to include in your planning.
Contact our development department for more information: (510) 644-2020 ext. 130
or email development@