The ABCs of Planned Giving
know that there is a broad range of giving options that
can enhance your well-being, as well assist the efforts
you support at Santa Ana College? Whether you want to
make a charitable gift during your lifetime or as part
of your estate, there are strategies to meet your needs
and finances while also giving to the Santa Ana College
Foundation if you choose.
good will is paramount to the success of the Santa Ana
College Foundation. You can play an important role in
continuing to fund tuition, books and programming for
deserving Santa Ana College students and teachers, while
also saving money on income or estate taxes. Please call
our office at 714-564-6091 to explore the planned giving
approach that works for you.
Bequests. This is one of the most popular, simple
ways to make a charitable contribution part of your
estate planning. Include in your will one of eight
different kinds: specific, general, contingent,
residuary, unrestricted, restricted, memorial and
Memorials. This strategy allows you to honor someone
you care about while also contributing to the
Endowments. Endowments can turn even modest
donations into big dollars, because investment
income is spent, while the principal remains
invested. There are many success stories in which
small endowments have grown for many years, helping
person after person to achieve their dreams.
gift from your IRA. The Pension Protection Act of
2006 allows individuals 70½ years old or older to
transfer funds before December 31, 2007 without
paying taxes on the amount withdrawn and donated.
Another alternative is naming the college’s
foundation as a beneficiary of all or a portion of
your IRA assets.
Charitable Remainder Annuity Trust. Assets placed in
a trust (usually a minimum of $100,000) can allow
you to receive a fixed life income. Upon your death
and that of your beneficiaries, the remainder of the
assets would go to the college foundation.
Charitable Remainder Unitrust. This operates similar
to the annuity trust, but the income you receive
annually varies. It is calculated each year
according to a prescribed formula.
Charitable Lead Trusts. This option allows you to
make a donation now, while reducing tax costs for
your heirs in the future. Charitable lead trusts
accommodate the desires of people who want to leave
an inheritance for someone, but also want to make a
sizable donation to philanthropy.
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Ways To Give
SAC Web Site
Foundation Web Site
Alumni Web Site
Alumni Hall of Fame
Jim Flint and his wife Kim
SAC Fire Academy Puts
Top Candidates on the Line
“I’ve been through three full-time fire academies, and the
Santa Ana College Fire Academy is far superior for extensive
basic training,” enthuses Jim Flint. A firefighter in Long Beach
for the last five years, Jim earned his Bachelor of Science
degree from California State University, Fullerton in 1996 in
kinesiology and began work as a exercise physiologist in the
Fitness Lab of SAC’s Fire Academy.
» Click here to read more
Web Site News
important new features have been added to our web sites. We
encourage you to take advantage of both.
Now" button on the home page makes online giving quick and easy.
Connect" section enables alumni to find and connect with each other.