Legacy Circle Members

ANONYMOUS (16)
Margot S. Bach
Jack* and Clee Bertolucci
Onkar and Jaswant Bindra
Jan and Patti Blankenship
Peter M. Boam
Marcia Boden
Neal* and Joan Boyd
Nicholas and Debra Burnett
Jerry and Colette Coleman
Janus and Kenneth Collins
Diane Cordero de Noriega and Carlos Noriega
Hazel Cramer*
George and Linda Crandell
Albert L. Delisle*
Mark S. Drobny
Herbert W. Drummond
Kenneth H.W. and Isabel L. Earle
Chuck and Odette Ebersole
Linda Erickson
Jack and Kathy Ford
Dr. Anne Van Vleck Gant
Dennis and Denice Gardemeyer
Rebecca A. Gardner
Roy Gersten*
President Emeritus and Mrs. Donald Gerth
Thom and Linda Gilbert
Cecilia D. Gray
Jim Guigli and Fran Baxter-Guigli
Christine R. Hall
Don and Sharon Hallberg
Jay and Karen Halverson
Sheila Hard
Leslie and Anita Harper
Ronald L. and Denise Herbold
Ronald A. Holloway
Carelle Karimimanesh
Penny* and Terry Kastanis
John B. Kelly
Kathryn J. Keyes
Eugene * and Chung (Sue) Kim
John and Ione Koch
Ivor Kraft

Georgia B. Larson
Kelvin and Shirley Lee
Kin T. and Mae Leong
Elizabeth Luttrell and David Feder
Ken and Joyce* Macias
Anthony F.J. Martinis
James D. Mercer
Stacie A. Meyer
Dale J. Misczynski
Phillip Moncrief
Gary Montgomery and Tracy Stein
Juanita Montoya
Margo Murray
Elaine Myer
Michelle C. Myers
Robert and Jody Nelsen
Judy (Luking) Newton
Kit and Susan Oase
Susan E. O’Brien*
Christine Pappenheim, R.N.
Craig and Ann Perez
Linda S. Perkins and John Cooper
Alice Marie Plymell
Marcia Raphael
Margaret Mary Reuter
Cirenio Rodriguez
Dr. Susanne C. Roessler and Dr. William R. Stevens
David Rothe
Nadeen Ruiz and Robert Thiele
T.A. Ryan*
Tony Shukle
Joy R. Skalbeck
Jerry Smith
Pamela and Stanley Stewart
Ralph* and Pearl Sugimoto
Hristo S. Svatovski
Prof. Thomas D. Swift*
Chris von Saltza and Robert T. Olmstead, Jr.
Chris and David Wagner
James L. Wilson
H. Nicholas Windeshausen, Ph.D.
Lisa Woodard-Mink and Tom Mink

*Deceased member  
eBrochure Request Form

Please provide the following information to view the brochure.

A charitable bequest is one or two sentences in your will or living trust that leave to Sacramento State 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, [name], of [city, state, ZIP], give, devise and bequeath to Sacramento State [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 the University Foundation 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.

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 gift 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 receive an immediate federal income tax charitable deduction. 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 the University Foundation as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. 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 the University Foundation 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 the University Foundation where you agree to make a gift to the University Foundation 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.