Planned Giving

Plan a Gift That Changes Lives

There are numerous Planned Giving options by which donors may leave a legacy of support that will have a positive impact on generations of students to come. Consider using one of the following types of assets to create an endowment or memorial gift:

Cash - A gift of cash in the form of a check is the easiest way to create a lasting legacy or memorial for your loved one and support our work.

Appreciated Securities - The most tax-efficient way to fund an endowed gift or memorial with appreciated assets you have held for more than a year.

Tangible Personal Property - You may be able to use non-income-producing property such as stamp and coin collections or works of art in exchange for a federal income tax charitable deduction.

Real Estate - Your gift of appreciated real estate will qualify for a federal income tax charitable deduction for the fair market value of the property and eliminate long-term capital gains tax.

Seek the advise of your financial or legal advisor. And contact Mark Denholm at (916) 837-9777 or markdenholm@yahoo.com for more information.