There are almost as many variations on ways to make a donation as there are needs to be met. Explore this section to discover new ways to make a gift that also take into consideration your personal circumstances and the needs of your heirs.
|Gifts That Pay You IncomeCharitable Gift AnnuitiesCharitable Remainder Trusts|
|Gifts You Make TodayMemorial and Honorary GiftsCharitable Lead TrustsDonor Advised Funds|
|Gifts That Make an Impact After Your LifetimeBequestsBeneficiary DesignationsEndowed Gifts|
What to Give
Look below to learn more about the assets most commonly used to fund a gift.
|Gifts You Can Make AnytimeCashSecuritiesReal Estate|
|What You Can Give After Your Lifetime|
Use these tools to double check that you have implemented the most important elements of a solid estate plan and understand all of your options.
Confused by all the different types of giving? Let this simple chart make life easier by comparing possible outcomes and types of assets.
|Your Goal||Your Gift||Select Up to 3 Gifts to Compare|
|Gifts you make in partnership with us|
|Supplement income with fixed annual payments.||Charitable Gift Annuity|
|Reduce gift and estate taxes on assets passing to heirs.||Charitable Lead Trust|
|Create a hedge against inflation over the long term.||Charitable Remainder Unitrust|
|Secure a fixed and often increased income.||Charitable Remainder Annuity Trust|
|Give your personal residence or farm, but continue to live there.||Retained Life Estate|
|Gifts you make after your lifetime|
|Make a large gift at little or no cost to yourself.||Life Insurance Gift|
|Avoid the twofold taxation on retirement plan assets.||Retirement Plan Gift|
|Defer a gift until after your lifetime.||Bequest in Will or Living Trust|
|Gifts you make now|
|Avoid capital gains tax on the sale of a home or other real estate.||Real Estate Gift|
|Make a quick and easy gift of appreciated property.||Outright Gift of Appreciated Property|
|Make a quick and easy gift of cash.||Outright Gift of Cash|
|Comparisons are for example purposes only. Gift specifics and appropriate dollar amounts may vary. The information on this site is not intended as legal or tax advice. For such advice, please consult an attorney or your tax professional.|
Plan by Age
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Your life feels newly supersized with career responsibilities surging and, perhaps, a young family in the nest. You’re focused on the present, but what would happen to your loved ones if they were faced with your sudden death? Let us help you protect the people and causes you love with your first estate plan.
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Put your mind at ease by learning how to make your retirement dollars last. Now is the time to be diligent about updating estate plans that put your family first, and talking to your loved ones about your choices.
Sample Bequest Language
IRS Form 8283, “Noncash Charitable Contributions” (PDF)
Instructions for Form 8283 (PDF)
IRS Publication 526, “Charitable Contributions” (PDF)
IRS Publication 561, “Determining the Value of Donated Property” (PDF)
American Council on Gift Annuities
San Joaquin Memorial High School
Explore Your Donation Options.
We all seek fulfilling lives surrounded by family and friends.
We want to make a difference and leave the world a better place.
What kind of legacy will you leave?
For Professional Advisors
In your work as a professional advisor, you value professionalism, integrity and honesty, taking the utmost care when serving your clients. As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts to San Joaquin Memorial High School. Please use these tools as you help your clients with their charitable plans, and feel free to contact us for more information or assistance.
Tools for Professional Advisors
Legal Name: San Joaquin Memorial High School
Partner With Us
We understand that gifts to charities such as San Joaquin Memorial High School can be an important part of your clients’ overall financial and estate plans. That’s why we’re committed to working with you to ensure that your clients find the charitable arrangements that best meet their needs. We believe that charitable planning is a process that ideally involves the donor, professional advisors and our gift planning staff—all working together to arrange the best gift possible.
Copyright © The Stelter Company, All rights reserved.
The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.
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