Giving

Leave a Legacy of Hope.

Your generosity today can transform lives for generations. By including CityTeam in your estate plans, you ensure that people facing homelessness, hunger, and addiction will always find hope and a path forward.

Why Legacy Giving Matters

Every day, CityTeam meets people at their lowest moment—and walks with them toward hope, healing, and transformation. Your legacy helps ensure this work continues for generations to come.

Meals & Essential Resources
Providing food, clothing, and care to those in need.
Shelter & Residential Programs
Safe shelter and life-changing recovery programs.
Workforce & Life Skills
Training and skills for employment and stability.
Community & Hope
Building relationships and restoring dignity.
Giving a legacy

Ways to leave a Legacy

A legacy gift (also called a planned gift) is a charitable donation arranged now and fulfilled in the future, often through a will or estate plan.

These gifts allow you to support causes you care about without affecting your finances during your lifetime.

Giving a legacy

Plan your Legacy

The most common options giving options include:

START YOUR FREE WILL

In your will or trust

The most common and easiest way to leave a lasting impact.

Beneficiary Designations

Name CityTeam as a beneficiary of your retirement accounts or other assets.

Caritable gift annuities

Receive fixed income for life while supporting CityTeam’s mission.

Real Estate or other assets

Give appreciated assets that provide long-term impact and potential tax benefits.

Life Insurance Policies

Transfer ownership or name CityTeam as the primary or contingent beneficiary of a paid-up policy.

CITYTEAM LEGACY CIRCLE

Join the CityTeam Legacy Circle

When you include CityTeam in your estate plans, you become part of a special community of supporters committed to long-term change.

"CityTeam has been part of our family's story for many years. Including CityTeam in our estate plans was a simple way to ensure future generations continue to experience the same hope and transformation we have witnessed."

Sami Glen
San Jose

Frequently asked questions

01

Do I need to be wealthy to make a legacy gift?

Not at all.

Many people believe planned giving is only for wealthy individuals, but most legacy gifts come from everyday supporters who simply want to leave a lasting impact. Many legacy gifts are made through a simple provision in a will or trust and cost nothing during a donor's lifetime.No matter the size, your gift can help ensure that future generations continue to find hope, healing, and transformation through CityTeam.

02

How do I leave CityTeam as my bequest?

Including CityTeam in your will or trust is easy, just include your wishes in following manner:

"I give to CityTeam Ministries, a nonprofit organization located in San Jose, California (Federal Tax ID EIN: 94-1501265), the sum of $_, or _% of my estate, or the following described property: _, to be used for its general charitable purposes."

Organization Information:
CityTeam Ministries
Tax ID (EIN): 94-1501265
1297 N. 13th Street
San Jose, CA 95112

Please consult your attorney or financial advisor when preparing your estate plans.

03

Will a legacy gift affect my finances today?

Usually not.

Most legacy gifts are arranged now and fulfilled in the future through a will, trust, retirement account, or beneficiary designation.

This means you can continue to use your assets and maintain financial security during your lifetime.Some giving options may provide income or tax benefits, depending on your circumstances.

04

Can I change my plans later?

Yes.

Most legacy gifts, including gifts made through a will or trust, can be updated or changed at any time. Life circumstances change, and your estate plan can change with them.

You remain in control of your assets and decisions throughout your lifetime.

05

What information do I need to include CityTeam in my will?

To include CityTeam in your estate plans, you will typically need:
Legal Name: CityTeam Ministries
Federal Tax ID (EIN): 94-1501265
Location: San Jose, California

Your attorney or estate planning professional can help determine the specific language that best reflects your wishes.

06

What types of assets can be used for a legacy gift?

You may designate:
• Gifts in your will or trust
• Retirement accounts (IRA, 401(k), 403(b))
• Life insurance policies
• Donor-advised funds
• Stocks and securities
• Real estate
• Other appreciated assets

07

What if I already have a will?

That's great.

You do not necessarily need to create a new will. In many cases, a simple amendment or beneficiary designation update can accomplish your charitable goals.

08

Will my gift be used where it is needed most?

Unless otherwise designated, legacy gifts support CityTeam's mission where the need is greatest.

If you would like your gift to support a particular ministry or program area, we would be happy to discuss your wishes.

09

How do I let CityTeam know I've included them in my plans?

If you've already included CityTeam in your estate plans, we would love to hear from you.Sharing your plans allows us to:• Thank you for your generosity
• Understand your intentions
• Welcome you into the CityTeam Legacy Circle
• Better plan for the future impact of your giftThe information you share is confidential and does not create any legal obligation.

10

Do I need to be wealthy to make a legacy gift?

Not at all.

Many people believe planned giving is only for wealthy individuals, but most legacy gifts come from everyday supporters who simply want to leave a lasting impact. Many legacy gifts are made through a simple provision in a will or trust and cost nothing during a donor's lifetime.No matter the size, your gift can help ensure that future generations continue to find hope, healing, and transformation through CityTeam.

Tell us about your legacy gift.

11

Have questions about legacy giving?

Our team would be honored to help you explore the best way to create your legacy.Simon Hunt
Strategic Fundraising Director
CityTeam Ministriesshunt@cityteam.org
(408) 232-5624

Contact us