The Next Great Chapter

Ron Hansen and Bo Caldwell

Calling SCU his favorite university, Ron Hansen '95 M.A. and his wife, Bo Caldwell, support Santa Clara's future with a charitable gift through their estate.

Renowned author and professor Ron Hansen '95 M.A. knows how to write a good story. His two most recent books are She Loves Me Not: New and Selected Stories, and The Kid, a novel that returns to gunfighters' territory by telling the tale of Billy the Kid like it's never been told before.

Even with all of the time it takes to write his books, Ron Hansen '95 still finds time to bring his storytelling to the classroom, teaching in both the English Department and film program—in addition to heading the creative writing program and its accompanying reading series. Hansen has taught at Santa Clara since 1996. He directs the creative writing program and holds the Gerard Manley Hopkins, S.J. Chair of Arts and Humanities.

Now he's writing a new kind of story—one for the future of Santa Clara University. Hansen and his wife, Bo Caldwell, also a national best-selling author, have decided to make a future charitable gift to Santa Clara University through their estate. After both of their lifetimes, their legacy gift will help fund the future of Santa Clara University and its students to come.

"I have taught in more than a dozen universities over the years and Santa Clara University is my favorite," says Hansen.

By including a gift to the University through your will, living trust, IRA beneficiary designation, retirement plan, or life insurance, you become a member of the Thomas I. Bergin Legacy Society, a special group of more than 1,100 friends and alumni, like Ron and Bo, who are making gifts for the future.

Your planned gift can make a difference for the next generation of students at Santa Clara University. To find out how, contact the Gift Planning team at giftplanning@scu.edu or 408-554-2108 today.

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.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.

First name is required
Last Name is required
Please include an '@' in the email address

eBrochure Request Form

Please provide the following information to view the brochure.

First name is required
Last Name is required
Please include an '@' in the email address