Blessing Paid ForwardCraig Ulrici '61 had always studied hard and earned good grades. But even if he got into college, it required the kind of money his parents didn't have. More
Finding a HomeSee how one young alumna is giving back to Santa Clara for welcoming her with a sense of community. More
Honoring His Love for SCUWhen Ruth Kahl’s husband, Bill, passed away, she wanted to honor his legacy by making an estate gift that acknowledged the role Santa Clara played in both of their lives. More
Engineering the FutureWhen Greenie Van Buren '71, '78 M.S. left Hong Kong to attend SCU, she was welcomed and equipped with the skills to succeed in engineering. Now retired, she and her husband, Donald ’70, give back to help other engineering students. More
Continuing a Tradition of PhilanthropyFor Liz Sullinger ’80, giving back is a way of life. From door-to-door collections in her youth to supporting education around the world as an adult, she is carrying on a tradition she learned from her mother. More
Helping Future Teachers Transform LivesFinancial aid kept Annamarie Marsh Louie '91 BA, '98 MA at Santa Clara University when her family faced hard times her freshman year. Years later, she is fortunate to pay it forward for students pursuing teaching, just like her. More
Investing in the Future of SCUFor Bob Hesse '69, the art of giving back started with his Catholic parents. "Even though they had eight children and not a lot of money," he says, "I remember they always had a few extra bucks available to people who needed help." More
Hubble’s Mr. Fix-It Engineers Generous Gift to SCUFrank Cepollina '59 went from fixing tractors on his grandfather's farm to pioneering work in outer space satellite repair. Now, he's helping ensure students at SCU have an opportunity to reach for the stars. More
Peace of Mind: Experiences at Santa Clara Have Guided Sylvia Tellez Through LifeAt Santa Clara, Sylvia Tellez realized she was "an individual who had power and who had gifts, and who was not just going to do what someone else expected of me." More
Giving Back to Build a LegacySanta Clara sweethearts Richard and Angela Blackburn lived a full life. Their estate gift to SCU will help future students and faculty do the same for generations to come. More
Supporting the Next Generation for the Help He Was GivenRuben Silva's parents instilled in him the values of hard work and education, values that led to his success at Santa Clara University and in his career. Now Ruben and his wife, Phyllis, are giving back in honor of his parents to continue that support for other SCU students. More
Giving Back the Support He Once ReceivedDominic Sposeto's life could make a hit TV-show plot. When he was newly blind and didn't have a formal college degree, Santa Clara University School of Law was the only Bay Area law school to accept him. Now, he's paying it forward to other students. More
Investing in SCU StudentsTo Jose Debasa MBA '71, SCU feels like home. Along with his wife, Pauline, he is investing in SCU and our students with two unique gifts. More
The Next Great ChapterRon Hansen '95 M.A. knows how to write a good story. By including us in their future plans, he and his wife, Bo, are writing a new kind of story—one for the future of Santa Clara University. More
Great ChemistrySally and Howard Peters '78 JD are including SCU in their estate plans so that future students can have a chance at getting an SCU education. More
Fan for LifeBronco sports shaped the college experience of Bill Dow ’73. Now, he’s doing his part to make sure that continues for others. More
A Legacy of Leadership and PhilanthropyJohn and Susan Sobrato have long been supporters of Santa Clara University. Their legacy is evident across campus. Read about why they give to SCU. More
Connecting the Generations Through PhilanthropyStudents at SCU are the fortunate beneficiaries of a generous $8.4 million bequest from the estate of the late Jack and Emma Anderson. More
Words From the Past Inspire One Couple to Impact the FutureSome years ago, Frederick M. and Leota Van DeVeere Gonzalez were struck when the then-dean of Santa Clara Law described losing strong faculty candidates because they were unable to find affordable housing in Silicon Valley. More
The Gift of a Jesuit EducationWhether taking a Baltic Sea cruise or entering their wedding reception with a procession of 35 Jesuits in tow, Kirch '61 and Sharon DeMartini have enjoyed a life together bolstered by common values, interests, and goals. More
A Family Supports SCU Students Through Endowed ScholarshipFor Doug ’66, J.D. ’74 and Marie Barry ’68, there’s no doubt about where the heart of Santa Clara University is: the Mission Gardens. “It’s such a peaceful, serene, happy place,” Marie says. More
A Brighter Future for Santa Clara Students"Alan, this is Steve." Alan Brooking ran through his mental contact list. Steve? Steve? Then, the voice on the phone gave a Cupertino address and it clicked: Steve Jobs. More
Unbreakable BondsSanta Clara University. While much has changed in their lives and on Santa Clara’s campus, their support for their alma mater has only grown in the intervening six decades. That’s why the couple created a scholarship for deserving students who need financial assistance. More
Appreciated Returns"I came to the United States and had zero money," Mario Belotti, W.M. Keck Foundation Professor of Economics says, recalling how he arrived in New York with only $50 in train fare from his sponsor in Texas, who also helped pay for his undergraduate and graduate education. More
Changing the World with Planned GivingWe at Santa Clara University hope to equip our students with the tools they need to go on and change the world. John Feerick has created a legacy at the Jesuit School of Theology, a way he can make a difference after his lifetime by empowering students to create change. More
Breaking the MoldWith Marty Boyer's modest background, Santa Clara University seemed out of reach-until she received a life-changing letter announcing a full scholarship. Gratitude for her education motivates her to support future SCU students. More
Couple Provides Life-Changing Experiences for SCU StudentsFor Mike Naumes '68, his earliest memories of Santa Clara University involve traveling from his family's home in Oregon to campus with his late father, Joseph Naumes '34. More
A Golden Year: Couple's Anniversary Celebrations Include Gift to SCUWhen Santa Clara University announced it would admit women starting in the fall of 1962, Larry Specchierla '63 was among a group of mourning students who lowered the flag on campus to half-mast. More
Burning Bright: Engineering Grad Passes the Torch to His Children and Future GenerationsTo ensure that low-income engineering students will have the same opportunities he had, Hall Evans has arranged a gift that will influence lives at Santa Clara University and carry on a legacy of learning for his family. More
Emma Anderson: Santa Clara Through and ThroughEmma Anderson's life was deeply intertwined with her hometown of Santa Clara. Almost a year after her death, Emma's legacy lives on through a gift that supports SCU students. More
Influencing the Future of Engineering at SCULester and Muriel O'Meara left a legacy that is helping send passionate engineers out into the world to spread basic human needs to impoverished areas around the globe. More
The Transformative Power of StorytellingTelling stories is one of the best ways to help understand human nature. That's why Anne Middleton dedicated her life to telling them. Learn how she's helped others in one of the first chapters of their lives. More
Bill Hart's Investment in Education Pays Double DividendsOver the past two decades, the bursting of tech and housing bubbles clobbered many investors. Meanwhile, career businessman Bill Hart is secure with fixed payouts from a pair of SCU gift annuities. More
Rick and Terry Giorgetti: "We Believe in Perfect Timing"Since timing was a factor in how Rick and Terry Giorgetti met, timing is something they value. But they believe planning is just as important. That's why Rick and Terry made planned gifts to their favorite charities, including Santa Clara University. More
The David and Fran McNamee Endowed Scholarship FundA couple married in the Mission Gardens gives the opportunity of a Santa Clara education to science and engineering students. More
A Tip of the Hat to the Past, a Helping Hand for the FutureDr. Robert Cody '53 recognizes that, although times have changed, Santa Clara students today face financial challenges as he did when he was a student. And he's helping to alleviate the burden. More
Gabriel and Gayle Gutierrez - Family, Education and ServiceGabe and Gayle Gutierrez came from families with strong bonds and with even stronger beliefs in the value of education. With education being so highly valued it is no surprise that Gabe and Gayle met at university. More
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.Privacy Policy | Cookie Policy
A charitable bequest is one or two sentences in your will or living trust that leave to Santa Clara University a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.
an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan
"I give to Santa Clara University, a nonprofit corporation currently located at 500 El Camino Real, Santa Clara, CA 95053-1400, or its successor thereto, ______________ [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."
able to be changed or cancelled
A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.
cannot be changed or cancelled
tax on gifts generally paid by the person making the gift rather than the recipient
the original value of an asset, such as stock, before its appreciation or depreciation
the growth in value of an asset like stock or real estate since the original purchase
the price a willing buyer and willing seller can agree on
The person receiving the gift annuity payments.
the part of an estate left after debts, taxes and specific bequests have been paid
a written and properly witnessed legal change to a will
the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will
A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to SCU or other charities. You cannot direct the gifts.
An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.
Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.
Securities, real estate, or any other property having a fair market value greater than its original purchase price.
Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property, or undeveloped land.
A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.
You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.
You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to SCU as a lump sum.
You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to SCU as a lump sum.
A beneficiary designation clearly identifies how specific assets will be distributed after your death.
A charitable gift annuity involves a simple contract between you and SCU where you agree to make a gift to SCU and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.
Please provide the following information to view the materials for planning your estate.
Checkpoint
Download Our FREE Personal Estate Planning Kit
Please provide the following information to view the brochure.
View My Free Brochure
