Santa Ana College Foundation Month Year
A History of Success, A Future of Promise

Change the Life of a Student and Get a Tax Break

Did you know that there is a broad range of giving options that can enhance your well-being, as well as that of the Santa Ana College Foundation? Whether you want to make a charitable gift during your lifetime or as part of your estate, there are giving strategies to meet your needs and checkbook.

  • 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 endowed.
  • Memorials. This strategy has a two-fold benefit: you can honor someone you care about while also benefiting the Foundation.
  • 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.
  • A gift from your IRA. The Pension Protection Act of 2006 has been extended. It allows individuals 70 years old or older to transfer funds before December 31, 2008 without paying taxes on the amount withdrawn and donated. Another alternative is naming the 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 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.

Your good will is paramount to the success of the Santa Ana College Foundation. You can play an important role in us continuing to fund tuition, books and programming for 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.

 

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Ways To Give
SAC Web Site
Foundation Web Site
Alumni Web Site
Alumni Hall of Fame
Alumni Registration

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ALUMNI PROFILE
Dr. Julio Caceres

In his native Colombia, Dr. Julio Caceres was regarded as a prominent dentist and a union leader. As president of the state chapter of his national union, he became embroiled in challenges to the social security system. He was also on the union’s national leadership committee. Several harrowing events in an increasingly violent situation made it clear that his life was in danger. A hasty departure was necessary.

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Web Site News
Two important new features have been added to our web sites. We encourage you to take advantage of both.

Foundation Site
"Donate Now" button on the home page makes online giving quick and easy.
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Alumni Site
"Join & Connect" section enables alumni to find and connect with each other.
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