Your act of generosity, our longevity

With planned giving, you can provide long-lasting support for Community Foundation for San Benito County while enjoying financial benefits for yourself.

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Peace of Mind Gift Annuity

Peace of Mind Gift Annuity

Many years ago, Clara bought a home. Since she was very pleased with the home, she decided to buy stock in the company that built it. Over the years, the stock has increased in value many times.

Clara: I have enjoyed my home and I thought if I like my home, other people would like theirs. Because I was a happy homeowner, I purchased shares of stock in this homebuilder. It was a good investment.

While the stock has gone up in value several times, I am now tired of guessing the market. In the last few years, the stock has gone up and down in value. I think it would be much better to have a good fixed return and not worry about the stock markets.

Clara called her favorite charity and discovered that she could receive a return of almost 6.4%, based upon her age. This fixed payment was in addition to a large income tax deduction. Clara decided to transfer $10,000 of appreciated stock to our organization.

Clara: I am delighted with my gift annuity. I receive 6.4% and saved over $1,500 in income taxes. This plan has been great. Best of all, I no longer have to watch the markets go up and down. I now have peace of mind.

*Please note: The name and image above is representative of a typical donor and may or may not be an actual donor to our organization. Since your gift annuity benefits may be different, you may want to click here to view a color example of your benefits.


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About Bequests

You may be looking for a way to make a significant gift to help further our mission. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our cause.
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Estate Planning Guide

Are you ready to plan your will or trust? We would like to send you our free Estate Planning Guide. This guide will provide you with helpful information to provide for your needs, your family's future and your favorite causes.
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Charitable Gift Annuity

You transfer your cash or appreciated property to our organization in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.
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