LEGACY GIVING
Leave a lasting legacy for the Library and the community you love.
A legacy gift supports free access to learning, discovery, and connection—today and for generations to come.
What is Legacy Giving?
Legacy giving is a meaningful way to support organizations like the San Mateo Public Library Foundation through a future gift in your will, trust, retirement account, life insurance policy, or other estate plans.
By planning a gift today, you can help ensure that the Library remains a place of learning, discovery, and connection for generations to come—all while creating a lasting reflection of the values and community you care about.
Ways to Leave a Legacy
There are many simple ways to include organizations like the San Mateo Public Library Foundation in your long-term plans:
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A will or living trust
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Retirement account beneficiary designation
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Life insurance policy
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Donor-advised fund
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Appreciated securities or other planned gifts
If you're considering a legacy gift, we encourage you to consult your attorney or financial advisor to determine the option that's right for you.
Already Included the Library?
If you've already included the San Mateo Public Library Foundation in your estate plans—or intend to—we would be honored to thank you and welcome you into our Legacy Circle.
Sharing your plans is entirely optional, but it allows us to express our gratitude, recognize your commitment if you wish, and better understand the future support that will strengthen our Library for generations.
Questions?
Whether you're just beginning to think about legacy giving or have already made plans, we're happy to answer questions and connect you with additional resources.
Sarah Meier-Heredia
Director of Development
650-558-9100
smheredia@smplf.org