Planned Giving Home Donor Stories Create Your Plan Meet the Staff Finance News Reading Room Donor eNewsletter Professional Advisors Tax News Calculator Tax References Advisor eNewsletter

Welcome to San Juan College Planned Giving Thank you for your interest in the San Juan College Foundation. Our hope is to serve you and your family with helpful information. We have an increasing number of friends of the San Juan College Foundation who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning. Personal Planner Income for Surviving Spouse Harold and Helen were concerned about planning for the future. They had built a substantial estate of $1,200,000. When Harold was 70, he rolled over his $400,000 qualified retirement plan into an IRA. More ... Benefits for Family and San Juan College There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. Just click on the picture and you can view each story. Flexible Deferred Gift Annuity Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially to $118,000. More on Flexible Deferred Gift Annuity >>. Part Gift and Part Sale Sue and Jim Wilson bought their first home many years ago. As they were landscaping in the yard, painting and fixing up that home, Jim was impressed with the home improvement store. More on Part Gift and Part Sale >>. Current Gifts As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones. More on Current Gifts >>. A Bequest to Further Good Work Nancy and David Atkins were dedicated volunteers. Over the years, they had seen many individuals impacted by the scholarships provided by their local community college. They wanted to create a legacy to provide future support to continue helping students. More on A Bequest to Further Good Work >>. Steps to Wise Giving There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process. View the donor stories. View a personal color story for yourself. Read the Personal Planner. View the Personal Finance Note for this week. Learn about personal finance news. Meet our planned giving staff. We are here to help you. Sign up for our free weekly personal finance newsletter. Video Greeting     Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience. Professional Advisors We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact bennettdi@sanjuancollege.edu. If you are a professional advisor, you may take the following steps on this site. View the latest charitable tax news. Research charitable tax questions. Calculate a charitable deduction. Sign up for the free weekly charitable tax e-newsletter. © Copyright 1999-2010 Crescendo Interactive, Inc.

San Juan College Foundation 4601 College Boulevard • Farmington, New Mexico 87402 • 505-566-3204