Estate Planning

Make a Big Impact with a Future Gift

When you include SFMOMA in your estate plan, your generosity helps us share art with the widest possible audience. Thank you for ensuring that SFMOMA can impact those we serve well into the future.

Your Gift Matters

Let us know your estate plan intentions below.

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Thank You!

Someone from SFMOMA will be in contact with you soon. If you need to speak with someone immediately, please call us at 415.357.4088.

Ways to Give

We invite you to explore the various ways to give and the benefits associated with each.

SFMOMA, view from Yerba Buena Gardens; photo Jon McNeal; © Snøhetta

A Gift in Your Will or Trust

With as little as one sentence, you can make a gift in your will or trust that will create art experiences that foster inspiration, enjoyment, and discovery. Whether you choose to give a set amount or a percentage of your estate, your support helps ensure our future.

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Free Family Day, photo: Charles Villyard

Charitable Gift Annuities

Feel confident that you have dependable income in your retirement years with a charitable gift annuity. This gift can provide you with regular payments and provide SFMOMA with the resources to support our misson. You can also qualify for a variety of tax benefits, including a federal income tax charitable deduction when you itemize.

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Free Family Day; photo: Julio Cesar Martinez

Retirement Plan Assets

Retirement plan assets are a great way to support the work of SFMOMA because they not only help contemporary art flourish, but they also can provide tax relief for your loved ones. Consider leaving your loved ones less heavily taxed assets by leaving your retirement plan assets to SFMOMA.

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SFMOMA, photo: Henrik Kam

A Gift from Your IRA

If you are age 70½ or older, you can take advantage of a simple way to give to SFMOMA and receive tax benefits in return. You can give up to $100,000 per year from your IRA directly to a qualified nonprofit without having to pay income taxes on the money.

Warhol member lounge; photo: Adam Jacobs

Gifts of Real Estate

When you give SFMOMA appreciated property you have held longer than one year, you qualify for a federal income tax charitable deduction. This eliminates capital gains taxes. And you no longer have to deal with that property's maintenance costs, property taxes, or insurance.

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Family Day; photo: Andria Lo

Gifts of Stock or Mutual Funds

If you’re looking for a tax-smart way to support SFMOMA, consider a gift of stock. When you give appreciated stock or mutual funds that you’ve owned for more than one year, you can avoid capital gains taxes and receive a charitable income tax deduction when you itemize.

Personal Estate Planning Kit

Our Top Resource

This comprehensive estate planning kit will help you protect loved ones, organize everything in one place, and save on taxes.

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