For Professional Advisors
As a professional advisor, you build your client relationships on trust and mutual respect. The same is true for our relationships with our friends and donors.
We understand that financial, philanthropic and estate goals are unique to the individual. For this reason we welcome the opportunity to assist as you incorporate your clients’ philanthropic objectives into well-crafted estate plans. Furthermore, we encourage prospective donors to consult with their professional advisors before making decisions based on information we provide.
Please feel free to contact us directly for information or assistance on a confidential basis.
We offer Gift Annuities through the Community College League, which has a license to sell annuities on behalf of California community college foundations. The program trustee is TIAA CREF. Only cash and/or negotiable securities are accepted for annuities. The minimum amount to create an annuity is $5,000, and the minimum age for receiving payments is 60 years of age. The payout schedule is the same as the American Council on Gift Annuities. Please call for a free confidential consultation.
Legal Name: Hartnell College Foundation
Tax I.D. Number: 94-2781664
Incorporated In: Salinas, CA