Leaving a Legacy – Broadway By the Bay’s Leaving a Legacy program allows individuals to help ensure the sustainability of Broadway By the Bay well into the future, while providing you with significant tax or income advantages. No gift amount is too small and every contribution will be meaningful to both you and Broadway By the Bay.

The simplest way to make a planned gift is to include Broadway By the Bay in your will, living trust, or retirement plan. In this way, you retain your assets during your lifetime while ensuring that your legacy lives on through Broadway By the Bay. However, there are a number of different options for planned giving.

Life Income Gifts	Estate Gifts
Pooled Income Fund Charitable Gift Annuities Deferred Gift Annuities Charitable Remainder Trusts Charitable Remainder Annuity Trusts Charitable Lead Trusts Retained Life Estates Charitable Bargain Sales Donor Advised Fund	Bequests Retirement Plans Life Insurance

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A free initial consultation to Broadway By the Bay patrons is provided by:

John M. Plaza
Investment strategies to help clients organize financial affairs
Securities America
836 Blossom Hill Rd., Ste. 220
San Jose, CA 95123
(408) 440-1020
john.plaza@securitiesamerica.com
http://www.johnplaza.com