Breaking the Mold

boyer

Marty Boyer wants to make a difference for future SCU students through her legacy gift.

When Marty Boyer (Schneider) '78 toured Santa Clara University as a prospective transfer student, she thought it would be her first and last time on the Mission Campus. She was 25, a first-generation college student, and a mom who never dreamed she might attend an elite school such as Santa Clara.

"Nothing about me fit the mold of a student who went to SCU," Marty says.

Perhaps the biggest roadblock for Marty was tuition. With her blue-collar background, universities like Santa Clara seemed out of reach—until a letter arrived announcing a full scholarship to SCU.

The scholarship returned Marty to campus, where she says, "every day I was given an abundance of riches."

She found inspiration in conversation with students from around the world and in the political science courses taught by professors like William Stover. After graduating, Marty worked as a journalist and then public affairs officer.

For the past 18 years, she's "hung her shingle" as a communications expert, specializing in media training, crisis communications, and strategic communications planning. Based out of Sacramento, she works with public officials from throughout California on how to communicate with the public through the media, deliver messages effectively, and build support for sensitive public policy. In all, it's a career she couldn't imagine without Santa Clara University, and never dreamed of while growing up.

"I taught my daughter, 'I don't care what you choose to pursue, but college is the way to have the most choices,'" she says.

Over the years, Marty has donated annually to the university, but she uses another way to make an even larger impact: a legacy gift.

Marty is able to provide for her daughter in her will and also set aside funds for Santa Clara University. She says careful estate planning was the perfect way for her to leave a larger gift to the University that changed her life.

"Until I enrolled in the College of San Mateo and then Santa Clara, nobody had pushed me toward college, or suggested that I could achieve such an education," Marty says. "But teachers at both schools gave me affirmation and a sense of promise for my future—that is an incredible gift. And it happened because somebody put a modest amount of money into a scholarship for one student, and that person's legacy became my scholarship.

"That's what is possible with a legacy gift."

Learn How You Can Help
If you would like to help more students receive a SCU education, consider making a planned gift through your estate. There are many ways to give and many gifts can benefit you as well. Contact the Gift Planning team at 408-554-2108 or giftplanning@scu.edu today, to learn more.

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.

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