Estate giving
A legacy for the community you love.
Naming Unity San Francisco in your will or trust is one of the simplest ways to keep this spiritual community thriving for the next generation. It costs nothing today.
Why a bequest
Simple, flexible, and yours to change.
01
Nothing to give today
Your gift comes from your estate after your lifetime, so it doesn’t touch your everyday finances.
02
Give in the way that fits
Leave a set amount, a particular asset, or a share of what remains after you provide for the people you love.
03
You stay in control
You can update or remove a bequest at any time as your life changes.
Ways to give
Four common ways to include us.
Your attorney can help you choose the one that fits your plans.
01
A specific gift
A set dollar amount, or a particular asset such as a home, a car, or other property.
For example: $10,000, or your home.
02
A percentage
A percentage of your overall estate.
For example: 10% of your estate.
03
A residual gift
All or part of what remains after your other gifts have been made.
For example: 25% of the remainder of your estate.
04
A contingent gift
A backup gift that takes effect only if a primary beneficiary is no longer living.
For example: a vacation home left to a relative, or to Unity San Francisco if they have passed.
For you and your attorney
Everything your advisor will need.
When you’re ready, an estate planning attorney can make sure your wishes are carried out exactly as you intend. Bring this information to your appointment.
Our legal information
Legal name: Unity Church of San Francisco
Address: 240 Page Street, San Francisco, CA 94102
Federal Tax ID (EIN): 94-6001470
Sample language
“I give to Unity Church of San Francisco (Federal Tax ID 94-6001470), 240 Page Street, San Francisco, CA 94102, [the sum of $____ / ____% of my estate / the remainder of my estate] for its general use and purpose.”
Your attorney will tailor this to your plan. If you’d like your gift to support a particular ministry, we’re glad to help with the wording.
Age 70½ or older?
Give from your IRA, tax-free.
A qualified charitable distribution sends a gift straight from your IRA to Unity San Francisco. It isn’t counted as taxable income, and it can count toward your required minimum distribution for the year.
- Give up to $111,000 in 2026; the IRS adjusts the limit each year
- Can lower your taxable income, even if you don’t itemize
- Your IRA administrator sends the gift directly to us
- Let us know if you’d like it to support a specific purpose
Because the gift isn’t counted as income, it isn’t also claimed as a charitable deduction.
Good questions
What people often ask.
Can I change my mind later?
Yes. A bequest can be updated or removed at any time, just like the rest of your will or trust.
Can my gift support something specific?
Yes. You can leave a gift for our general use or for a particular ministry. If you choose a specific purpose, we recommend adding language that lets our Board direct the gift to a closely related purpose if the original one is no longer possible. We’re glad to help with the wording.
Are there tax benefits?
Gifts to charity through a will or trust are generally deductible for federal estate tax purposes, which can reduce estate taxes for larger estates. Your advisor can tell you how this applies to you.
Do I need to tell you about my plans?
You don’t have to, but we’d love to know. It helps us plan for the years ahead, and it gives us the chance to thank you.
Who can I talk to?
Email office@unitysf.com or call 415-474-0440. We’re glad to talk it through, with no obligation.
Already included us in your plans?
Thank you. Please let us know, so we can honor your generosity and keep you close to the community you’re helping to sustain.
This page offers general information only and is not legal, tax, or financial advice. Please consult a qualified advisor about your own situation.