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.
IRA Rollover: A Gift with Substantial Benefits
Gary was a retired attorney with a significant IRA and substantial income from investments. He had made IRA rollover gifts in the past three years to his favorite charity and knew the benefits.
Because Gary was over age 70 ½, he could give away up to $105,000 from his IRA to us this year. Gary's gift would qualify for his required minimum distribution amount, reducing his income and taxes.
Gary: Making an IRA rollover gift was an obvious solution to my tax situation. Also, I wanted to help the same charity again this year.
Gary gave the maximum amount for an IRA rollover gift this year -- $105,000! Because of Gary's income level, he enjoyed added tax benefits.
Gary: I hope I can reduce my income every year and help my favorite charity with an IRA rollover gift!
*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.
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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