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

Give My Home, But Live There for Life

What to Give

Look below to learn more about the assets most commonly used to fund a gift.

Gifts You Can Make AnytimeCashSecuritiesReal Estate

Closely Held Stock

Life Insurance

Tangible Personal Property

What You Can Give After Your Lifetime

Retirement Plan

Savings Bonds

Life Insurance Death Benefits

Cash

Securities

Real Estate

Closely Held Stock

Tangible Personal Property

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.

 

Compare Gifts

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

Want to learn more about the estate, financial and gift planning topics that matter to you? Select the age group that best describes you to get started.

Under 40
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.
Ages 40-54
With growing children, aging parents and a busy schedule, estate and financial planning can be a challenge. We can help you get your plans in order to protect your family and support your favorite causes.
Ages 55-69
Retirement is just around the corner—or here! Take steps now to make sure you can thoroughly enjoy the extra time you’ll have to travel and perhaps spend time with your children and grandchildren.
Ages 70+
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.

Resources

Forms
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)

Links
American Council on Gift Annuities
Charity Navigator
Guide Star

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?

Gifts That Pay
You Income

Gifts You Make
Today

Gifts That Make an Impact After Your Lifetime

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

Resources: Forms, Links and Books
Reference Library

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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