ways to give

Planned & Legacy Giving

By making a planned gift during your lifetime, you are signifying your commitment to sustain the San Geronimo Valley Community Center into the future.

Wills or Trusts

The San Geronimo Valley Community Center can be remembered in wills through cash or property bequests. This is the simplest and most common ways to make a future gift. You can make a bequest to Community Center leaving a dollar amount or percentage of your estate, a specific asset such as a home or collectible items, or a remainder of your estate after all other beneficiaries have received their inheritance. Another easy option that has many benefits to the donor, is to name the Community Center as the beneficiary of a life insurance policy or retirement account.

If you are ready to make a planned gift commitment or if you have already included us in your will, trust or estate planning, please fill out this Letter of Intent and send to adavidson@sgvcc.org.

Appreciated Assets

By donating appreciated assets, such as stocks, bonds, and securities, you can avoid capital gains taxes on the appreciations, receive a tax deduction for the full value of the gift, and support the Community Center at a lower cost to you. Please talk with your financial advisor to confirm the full deductibility of your donation.

To learn more, reach out to our Development Coordinator Albert DeSilver, adesilver@sgvcc.org.

Charitable IRA Rollover Gifts

December 2015 legislation allows individuals 70 1/2 years and older to make distributions of up to $100,000 per person, per year, directly from an IRA to a qualified charity, such as the San Geronimo Valley Community Center. Gifts such as this count as required distributions, are not taxed, and can be deducted against taxes and other income sources. Donating this way may decrease your income and as a result, lower your tax liability – a significant financial benefit for you and your family.

To learn more, reach out to our Development Coordinator Albert DeSilver, adesilver@sgvcc.org.

What are next steps to start planned and legacy giving?

Schedule a conversation with us or if you’re ready to make a planned gift, fill out the letter of intent and return it to us.