Leave a Legacy That Crosses Oceans

Support British Citizens When They Need It Most.

For over 165 years, the British Benevolent Society of California (BBS) has been a steadfast source of support for British nationals facing unforeseen hardships in the Western United States. From emergency repatriations to housing, medical crises, and bereavement, our mission is to ensure that no Briton faces adversity alone.

By including BBS in your estate planning, you ensure this legacy of care continues. Your gift can transform lives for generations.

How to Leave a Legacy Gift

You can include BBS by naming us as a beneficiary of:

  • A fixed amount

  • A percentage of your estate

  • A specific asset or property

Do you already have a will? A simple codicil can amend it. Consult an attorney (USA Wills), solicitor (UK Wills), or estate planner to ensure your wishes are clearly stated.

Informing Us Helps

While not required, letting us know about your legacy gift allows us to thank you and plan ahead. All information is kept in confidence.

Sample Wording for Your Will

“I give to the British Benevolent Society of California, a 501(c)(3) nonprofit organization (EIN: 94-1156332) located at 35 Miller Avenue, #187, Mill Valley, CA, 94941, [insert amount or percentage], to be used at the discretion of its Board of Directors to further its charitable purposes.”

Other Legacy Gift Options

  • Life insurance policies – Name BBS as a beneficiary

  • Donor-Advised Funds – Allocate future grants to BBS

  • Retirement Accounts (IRA, 401k, etc.) – Designate BBS as a charitable beneficiary

  • Charitable remainder or lead trusts – Provide for loved ones while benefiting BBS

  • Retained life estates or charitable annuities – Convert property into enduring philanthropy

Why Include BBS in Your Will?

🌍 Make a Lasting Impact

A legacy gift to BBS means your compassion continues beyond your lifetime. Your support can:

  1. Provide emergency assistance to those facing a crisis.

  2. Support vulnerable individuals, including seniors and those in ill health.

  3. Rebuild lives after bereavement or trauma.

💙 Reflect Your Values

Including BBS is a powerful expression of your values, one that champions dignity, humanity, and solidarity across borders.

📉 Potential Tax Benefits

In the UK, charitable gifts in your will may reduce inheritance tax liability. If you donate 10% or more of your estate to charity, the inheritance tax rate can drop from 40% to 36%. U.S. donors may benefit from estate and income tax deductions. Always consult with your tax advisor, US attorney, or UK solicitor.

Let’s Talk

Have questions about legacy giving or want to explore your options? Please contact:

British Benevolent Society of California
📧 Phone: (415) 421-7195 | Email: info@bbsofca.org

All conversations are confidential and non-binding.

Your Legacy. Their Lifeline.