planned giving
NEWS ABOUT IRA DISTRIBUTION
You have a unique opportunity to help us with an IRA distribution. New legislation was recently passed.
You can become a partner in shaping the future of Saint Mary's College of California through your gifts and support. Your rewards will be more than the tax savings. You'll also receive personal, emotional and spiritual rewards, and you'll experience the kind of cherished, tender moments that can only be created by helping others.
Planned Giving is any gift that requires an agreement between the donor and Saint Mary's that authorizes what, when, and how a gift is given. Planned giving supports Saint Mary's while also helping you achieve some of your personal, financial, and estate planning goals.
Examples of Planned Giving
- Estate Plans, including trusts that provide income to you for life;
- Bequests;
- Gifts of Stock and other Appreciated Assets;
- Memorial Gifts; and
- Endowment Gifts.
How Can I...? and Planned Giving Factors are introductory pages about planned giving and provide some basic information about a variety of planned giving opportunities.
| Legal Name: Saint Mary's College of California Tax ID Number: 94-1156599 |
If you have already included Saint Mary's College in your estate plans, please let us know by calling us or filling out our declaration of intention form. We would enjoy the opportunity to thank you and would like to make sure your intentions are carried out properly. If you have not written a will yet, regardless of your charitable intent, please consider this.
Join our e-mail news and information list and receive every other month e-mails of news relating to planned giving. Just enter your e-mail address and name here and press go. Your email will not be shared (see privacy).
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Individual circumstances will vary - as with all tax and estate planning, please consult your attorney or estate specialist. We're glad to answer questions and offer suggestions confidentially based on your personal circumstances. Please call or e-mail us, or use our information request form. If you have any concerns regarding the privacy of information you furnish, please visit our privacy statement page.
Now meet Pamela and David (Wills and Bequests).
Disclaimer
Contact Planned Giving
