Continue Supporting Our Work After Your Lifetime
Want to learn more about making tax-wise gifts? Download our FREE guide Beneficiary Designations: The 3 Easiest Ways to Leave Your Legacy.View My Free Brochure
Passionate about supporting Saint Mary's College of California with our mission even after your lifetime? It's not only possible, it's easy to do with a beneficiary designation. Just name Saint Mary's as a beneficiary to receive assets such as retirement plans and life insurance policies after you're gone. You simply fill out a form that is entirely separate from your will—which makes this approach an easy way to give.
Not only is it an easy way to give, but it's also flexible—you aren't locked into the choices you make today. You can review and adjust beneficiary designations anytime you want.
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Learn How to Fund It
You can name us beneficiary of the following assets:
Planning Ahead--Making a Tradition of Give: Peter and Sally Kelly
"Estate planning is a pain in the neck," says Saint Mary's alumnus Peter Kelly. "We have put it off, and it was time to update our plans. Our family had grown up over the years, and our assets and life had matured. It was time to think about our lives and what was meaningful to us now."
Peter is a former chairman of Saint Mary's Board of Trustees, who currently sits on the Board's Executive Committee. He is proud of the accomplishments of the Board during his tenure, including the renovation of numerous campus landmarks, including Filippi Academic Hall, the Oliver Hall dining facilities, the McKeon Pavilion lobby and Haggerty Lounge. Keep reading »
Make Sure You Have a Plan for All Your Assets.Download our FREE Personal Estate Planning Kit
- Contact Douglas D. Hansen at (925) 631-4218 or email@example.com for additional information on beneficiary designations and how they can help support Saint Mary's with our mission.
- Talk to your financial or legal advisor to learn which assets will or will not trigger taxable income when paid to a beneficiary.
- If you name Saint Mary's in your plans, please use our legal name and federal tax ID.
Legal Name: Saint Mary's College of California
Address: 1928 Saint Mary's Road, Moraga, CA 94575
Federal Tax ID Number: 94-1156599
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 examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your 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.