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Gift Legacy eNewsletter 05/18/22

CELEBRATING OUR DONORS
Beverly Grova, proud Legacy Society Member

FOOD FOR THOUGHT Plan for your Future

When we go shopping, it is best to have a list. When we do, we don’t forget to pick up that needed item, and we are also less likely to buy too much. Lists make sense. Planning pays.

When you think about the important people and charities in your life, have you written a plan to take care of them? If the peace of mind that comes with planning and the possibility of significant tax savings appeal to you, we have done the work for you. We make it easy.

Just like a store, we have shelves of ideas, such as charitable gift annuity, IRA rollovers, beneficiary designations, and more. We can even send you our complimentary estate planning kit. Our guides and ideas come with no cost and there is never any obligation. Call or email us to help you prepare a beautiful list for life.

What will your legacy be?

If you are thinking about naming the Hartnell College Foundation in your estate plans, contact our Vice President of Advancement and Development/Executive Director for the Foundation, Jackie Cruz at jcruz@hartnell.edu or call (831) 444-2446 or our Director of Philanthropy, Kristine Edmunds at kedmunds@hartnell.edu or by phone at (831) 755-6903. To make a gift in support of Hartnell students, go to: https://hartnellfoundation.org/donate-now/ 

Gift Legacy eNewsletter 05/04/22


Dear donors and supporters,

I am getting more and more excited as the April days go by and I anticipate seeing many of you soon at our WELI Soirée on April 23 and at Party Near the Library on May 21. These opportunities to connect and to support and uplift our students are near and dear to my heart! Yours and our community’s generosity toward our students can’t be understated; you change lives when you give.

Spring is also a time of great anticipation for our students as those long-awaited letters of acceptance to universities begin arriving, and decisions must be made as to where they will go to continue their education. Many of them will return to this community and perhaps become your colleagues and friends.

I am happy to share the news that last week, Assembly member Robert Rivas named Erica Padilla-Chavez, president of the Hartnell College Governing Board, as Woman of the Year for Assembly District 30, as part of the annual Women’s History Month observance by the Legislative Women’s Caucus. She is CEO of Pajaro Valley Prevention & Student Assistance, Inc. and an active member in Soledad where she resides.

Padilla-Chavez was praised for convening and leading a coalition of more than 30 non-profit and governmental organizations named the South [Santa Cruz] County COVID Triage Group. The effort provided financial and legal assistance, housing retention and behavioral health support to residents impacted by COVID-19. Congratulations, Erica!

Great things are happening here! Wishing you a great day!

Be well,

Jackie Cruz

Vice President,
Advancement and Development
and Executive Director for the
Hartnell College Foundation

WESTERN FOOD SAFETY CONFERENCE Better than ever 16 years later

Before becoming one of the most influential business women in the Central Coast and in the Silicon Valley, Susan Black worked as a flight attendant, for the Department of Defense, in real estate, and in marketing for a bank. All these experiences, she said, prepared her for a successful career in banking.

“Early in my banking career, I was committed to fighting for equal access to credit – now, I am concerned about access to education,” she said. “Personally, education made an enormous difference in opening doors for me, and I feel strongly that education not only changes lives, but also has a significant impact on the community as a whole.”

Susan is the picture of grace and philanthropy. Over 10 years ago, she joined the Hartnell College Foundation with a goal to uplift her community through education.

“I am so impressed with Jackie Cruz and her leadership and phenomenal work leading the Foundation,” she said. “It’s all about the students and the Foundation is committed to the students.”

Susan ended her first seven-year term on the Foundation Board, took a one-year break, and returned for a second term. Her love for Hartnell students was palpable.

“Every time I leave the campus after a meeting, I am so inspired,” she said. “The stories shared by the student speakers at each meeting or program are indeed impressive and touching.”

In addition to her board involvement, Susan is one of the founding members of the Women’s Education and Leadership Institute (WELI) at Hartnell. This is one of the innovative programs supported by the Foundation that has nationally recognized statistics. Each year, 25 young ladies join WELI, receive a scholarship, and are matched with a mentor for one year.

“This work is rewarding,” she said. “I am amazed by everyone’s commitment.”

Black is from Wisconsin, and is the youngest of five girls. Her sense of adventure led her to attend the University of Hawaii for her bachelors and Rochester Business School in New York for her master’s degree.

She founded Pinnacle Bank in 2006 and served as President/CEO from 2008 to 2017. She currently enjoys her role as Chairman of the Board, a title that gives her great flexibility to volunteer. Aside from her commitment to the Foundation board, she serves as Chair for the Rancho Cielo Board of Directors.

Black is married to Aris Angelopoulos and they enjoy their ‘happy place’ in Pebble Beach. They have two grown children and four grandchildren, whom they love to play with. She enjoys gardening, reading, and walking on the beach.

The Hartnell College Foundation feels fortunate to have donors, supporters, and board members like Susan Black, whose leadership and commitment is contributing to the betterment of our community. Her unconditional love for and dedication to Hartnell students is invaluable and transformative. Thank you, Susan!

BEQUESTS The easiest way to give

A bequest is one of the easiest gifts you can make to significantly impact our work. Your estate planning attorney can include a provision in your will that leaves a lasting gift to our organization. Your bequest could be a gift of specific assets (such as a vehicle, artwork, or coin collection), a dollar amount ($100, $1,000, or 10,000), or a percentage of your estate (3%, 10%, or even 25%).

A bequest could also be made from the residue of your estate or what is left after all gifts have been made to your heirs.

A charitable bequest is an easy way for you to help us in our work and benefit. Here are some of the benefits of bequest giving:

  • It costs you nothing today to make a bequest
  • Your bequest can be changed down the road
  • You can still benefit your heirs with specific gifts
  • A bequest may produce estate tax savings
  • You can leave a legacy through a bequest

A popular gift to consider is a bequest from your IRA. If you leave your IRA to your children, your heirs could face a significant tax. Talk with your estate planner about the types of assets to leave to your family that can produce little or no tax. Then consider making a bequest of your IRA to us. We will receive the full proceeds free of tax and can use this gift to help further our mission.

Please contact your plan custodian to designate us as a beneficiary of your IRA.
A bequest is a wonderful way for you to help further the work of our organization and its mission.

What will your legacy be?

If you are thinking about naming the Hartnell College Foundation in your estate plans, contact our Vice President of Advancement and Development/Executive Director for the Foundation, Jackie Cruz at jcruz@hartnell.edu or call (831) 444-2446 or our Director of Philanthropy, Kristine Edmunds at kedmunds@hartnell.edu or by phone at (831) 755-6903. To make a gift in support of Hartnell students, go to: https://hartnellfoundation.org/donate-now/ 

Gift Legacy eNewsletter 04/20/22


Dear donors and supporters,

I am getting more and more excited as the April days go by and I anticipate seeing many of you soon at our WELI Soirée on April 23 and at Party Near the Library on May 21. These opportunities to connect and to support and uplift our students are near and dear to my heart! Yours and our community’s generosity toward our students can’t be understated; you change lives when you give.

Spring is also a time of great anticipation for our students as those long-awaited letters of acceptance to universities begin arriving, and decisions must be made as to where they will go to continue their education. Many of them will return to this community and perhaps become your colleagues and friends.

I am happy to share the news that last week, Assembly member Robert Rivas named Erica Padilla-Chavez, president of the Hartnell College Governing Board, as Woman of the Year for Assembly District 30, as part of the annual Women’s History Month observance by the Legislative Women’s Caucus. She is CEO of Pajaro Valley Prevention & Student Assistance, Inc. and an active member in Soledad where she resides.

Padilla-Chavez was praised for convening and leading a coalition of more than 30 non-profit and governmental organizations named the South [Santa Cruz] County COVID Triage Group. The effort provided financial and legal assistance, housing retention and behavioral health support to residents impacted by COVID-19. Congratulations, Erica!

Great things are happening here! Wishing you a great day!

Be well,

Jackie Cruz

Vice President,
Advancement and Development
and Executive Director for the
Hartnell College Foundation

EXTREMELY GRATEFUL
An alumna shares her journey toward her life’s purpose

Before becoming one of the most influential business women in the Central Coast and in the Silicon Valley, Susan Black worked as a flight attendant, for the Department of Defense, in real estate, and in marketing for a bank. All these experiences, she said, prepared her for a successful career in banking.

“Early in my banking career, I was committed to fighting for equal access to credit – now, I am concerned about access to education,” she said. “Personally, education made an enormous difference in opening doors for me, and I feel strongly that education not only changes lives, but also has a significant impact on the community as a whole.”

Susan is the picture of grace and philanthropy. Over 10 years ago, she joined the Hartnell College Foundation with a goal to uplift her community through education.

“I am so impressed with Jackie Cruz and her leadership and phenomenal work leading the Foundation,” she said. “It’s all about the students and the Foundation is committed to the students.”

Susan ended her first seven-year term on the Foundation Board, took a one-year break, and returned for a second term. Her love for Hartnell students was palpable.

“Every time I leave the campus after a meeting, I am so inspired,” she said. “The stories shared by the student speakers at each meeting or program are indeed impressive and touching.”

In addition to her board involvement, Susan is one of the founding members of the Women’s Education and Leadership Institute (WELI) at Hartnell. This is one of the innovative programs supported by the Foundation that has nationally recognized statistics. Each year, 25 young ladies join WELI, receive a scholarship, and are matched with a mentor for one year.

“This work is rewarding,” she said. “I am amazed by everyone’s commitment.”

Black is from Wisconsin, and is the youngest of five girls. Her sense of adventure led her to attend the University of Hawaii for her bachelors and Rochester Business School in New York for her master’s degree.

She founded Pinnacle Bank in 2006 and served as President/CEO from 2008 to 2017. She currently enjoys her role as Chairman of the Board, a title that gives her great flexibility to volunteer. Aside from her commitment to the Foundation board, she serves as Chair for the Rancho Cielo Board of Directors.

Black is married to Aris Angelopoulos and they enjoy their ‘happy place’ in Pebble Beach. They have two grown children and four grandchildren, whom they love to play with. She enjoys gardening, reading, and walking on the beach.

The Hartnell College Foundation feels fortunate to have donors, supporters, and board members like Susan Black, whose leadership and commitment is contributing to the betterment of our community. Her unconditional love for and dedication to Hartnell students is invaluable and transformative. Thank you, Susan!

A GIFT OF INSURANCE 
It’s easier than you think

At age 65, Melinda, a surviving spouse, was retiring and looking forward to spending more time with her grandchildren and the local charity where she volunteered.  Melinda had purchased a life insurance policy many years ago naming her children as beneficiaries. One of her children had unexpectedly passed away, while the other continued to work and accumulate significant assets. Melinda wondered what could be done with her insurance policy that was no longer needed for its intended use.

Melinda learned that the policy could be gifted to fund a charitable gift annuity that would pay her fixed payments for life. Based on the premiums Melinda had paid, she would receive a nice charitable deduction. Best of all, Melinda knew that the policy proceeds would be used well by the charitable organization.

MAKING A GIFT OF 
LIFE INSURANCE 
It’s easy to make an outright gift of a life insurance policy. Simply contact your insurance company and fill out the proper change of ownership form, designating our organization as the new owner. If we decide to hold onto the policy, you may make cash contributions each year to cover the policy premiums. You may be entitled to an additional charitable income tax deduction for each of these gifts.

BEQUEST OF INSURANCE 
Life insurance proceeds can make a wonderful gift to charity. The gift of life insurance can be made by simply naming us as the beneficiary of your policy. Your life insurance proceeds will help further our good work and your estate may benefit from an estate tax charitable deduction based on the value of the proceeds paid.

LET US HELP YOU
To learn more about the benefits of making a gift of your assets to support our cause, please contact Director of Philanthropy, Kristine Edmunds at kedmunds@hartnell.edu or by phone at (831) 755-6903. We can work with you and your advisors to develop a plan that meets your goals.

What will your legacy be?

If you are thinking about naming the Hartnell College Foundation in your estate plans, contact our Vice President of Advancement and Development/Executive Director for the Foundation, Jackie Cruz at jcruz@hartnell.edu or call (831) 444-2446 or our Director of Philanthropy, Kristine Edmunds at kedmunds@hartnell.edu or by phone at (831) 755-6903. To make a gift in support of Hartnell students, go to: https://hartnellfoundation.org/donate-now/ 

Gift Legacy eNewsletter 04/06/22


Dear donors and supporters,

I am getting more and more excited as the April days go by and I anticipate seeing many of you soon at our WELI Soirée on April 23 and at Party Near the Library on May 21. These opportunities to connect and to support and uplift our students are near and dear to my heart! Yours and our community’s generosity toward our students can’t be understated; you change lives when you give.

Spring is also a time of great anticipation for our students as those long-awaited letters of acceptance to universities begin arriving, and decisions must be made as to where they will go to continue their education. Many of them will return to this community and perhaps become your colleagues and friends.

I am happy to share the news that last week, Assembly member Robert Rivas named Erica Padilla-Chavez, president of the Hartnell College Governing Board, as Woman of the Year for Assembly District 30, as part of the annual Women’s History Month observance by the Legislative Women’s Caucus. She is CEO of Pajaro Valley Prevention & Student Assistance, Inc. and an active member in Soledad where she resides.

Padilla-Chavez was praised for convening and leading a coalition of more than 30 non-profit and governmental organizations named the South [Santa Cruz] County COVID Triage Group. The effort provided financial and legal assistance, housing retention and behavioral health support to residents impacted by COVID-19. Congratulations, Erica!

Great things are happening here! Wishing you a great day!

Be well,

Jackie Cruz

Vice President,
Advancement and Development
and Executive Director for the
Hartnell College Foundation

PREPARATION IS KEY Tatiana found just what she needed at Hartnell

Before becoming one of the most influential business women in the Central Coast and in the Silicon Valley, Susan Black worked as a flight attendant, for the Department of Defense, in real estate, and in marketing for a bank. All these experiences, she said, prepared her for a successful career in banking.

“Early in my banking career, I was committed to fighting for equal access to credit – now, I am concerned about access to education,” she said. “Personally, education made an enormous difference in opening doors for me, and I feel strongly that education not only changes lives, but also has a significant impact on the community as a whole.”

Susan is the picture of grace and philanthropy. Over 10 years ago, she joined the Hartnell College Foundation with a goal to uplift her community through education.

“I am so impressed with Jackie Cruz and her leadership and phenomenal work leading the Foundation,” she said. “It’s all about the students and the Foundation is committed to the students.”

Susan ended her first seven-year term on the Foundation Board, took a one-year break, and returned for a second term. Her love for Hartnell students was palpable.

“Every time I leave the campus after a meeting, I am so inspired,” she said. “The stories shared by the student speakers at each meeting or program are indeed impressive and touching.”

In addition to her board involvement, Susan is one of the founding members of the Women’s Education and Leadership Institute (WELI) at Hartnell. This is one of the innovative programs supported by the Foundation that has nationally recognized statistics. Each year, 25 young ladies join WELI, receive a scholarship, and are matched with a mentor for one year.

“This work is rewarding,” she said. “I am amazed by everyone’s commitment.”

Black is from Wisconsin, and is the youngest of five girls. Her sense of adventure led her to attend the University of Hawaii for her bachelors and Rochester Business School in New York for her master’s degree.

She founded Pinnacle Bank in 2006 and served as President/CEO from 2008 to 2017. She currently enjoys her role as Chairman of the Board, a title that gives her great flexibility to volunteer. Aside from her commitment to the Foundation board, she serves as Chair for the Rancho Cielo Board of Directors.

Black is married to Aris Angelopoulos and they enjoy their ‘happy place’ in Pebble Beach. They have two grown children and four grandchildren, whom they love to play with. She enjoys gardening, reading, and walking on the beach.

The Hartnell College Foundation feels fortunate to have donors, supporters, and board members like Susan Black, whose leadership and commitment is contributing to the betterment of our community. Her unconditional love for and dedication to Hartnell students is invaluable and transformative. Thank you, Susan!

REQUIRED MINIMUM DISTRIBUTION Making an impact through giving

Are you looking for a way to make a significant impact in support of the Foundation’s work but do not know how? An option is to make a direct gift from Your IRA.

IRA Rollover Gift
If you are at least 70 ½ years old, you can make a gift of up to $100,000 per year from your IRA account directly to the Hartnell College Foundation. This may be the easiest way to make a gift to help our cause. Because your gift may count toward your required minimum distribution, it can reduce your income and taxes this year.

Let us help you
To learn more about the benefits of making a gift of your assets to support our cause, please contact Director of Philanthropy, Kristine Edmunds at kedmunds@hartnell.edu or by phone at (831) 755-6903. We can work with you and your advisors to develop a plan that meets your goals.

What will your legacy be?

If you are thinking about naming the Hartnell College Foundation in your estate plans, contact our Vice President of Advancement and Development/Executive Director for the Foundation, Jackie Cruz at jcruz@hartnell.edu or call (831) 444-2446 or our Director of Philanthropy, Kristine Edmunds at kedmunds@hartnell.edu or by phone at (831) 755-6903. To make a gift in support of Hartnell students, go to: https://hartnellfoundation.org/donate-now/ 

Gift Legacy eNewsletter 03/23/22


Dear donors and supporters,

Happy spring! We are still getting a few showers here and there, but the seasons have changed and with this change comes a few exciting events at the Hartnell College Foundation to benefit our Hartnell students and programs.

First, I am thrilled to announce that the The Board of Trustees has unanimously chosen Michael Gutierrez, currently president of Sacramento City College, to be Hartnell College’s Superintendent/President. He comes with significant experience and also with a lot of heart for students, and I eagerly expect to share his start date with you very soon.

Mr. Gutierrez was one of three finalists who presented their candidacy in front of the community on March 11, 2022. If you would like to see his presentation, go to this YouTube link: https://bit.ly/3JmHv3p, or to read about it, click here: https://bit.ly/34NTsjo.

I want to thank all those who are supporting students through the Women’s Education and Leadership Institute Spring Soirée and Party Near the Library events. We appreciate all your love and look forward to breaking bread together, celebrating, and hearing from students and leaders that inspire.

Be well and see you soon!

Jackie Cruz

Vice President,
Advancement and Development
and Executive Director for the
Hartnell College Foundation

LEADERSHIP AWARD TO LOCAL GIANT John Romans humbled by honor

Before becoming one of the most influential business women in the Central Coast and in the Silicon Valley, Susan Black worked as a flight attendant, for the Department of Defense, in real estate, and in marketing for a bank. All these experiences, she said, prepared her for a successful career in banking.

“Early in my banking career, I was committed to fighting for equal access to credit – now, I am concerned about access to education,” she said. “Personally, education made an enormous difference in opening doors for me, and I feel strongly that education not only changes lives, but also has a significant impact on the community as a whole.”

Susan is the picture of grace and philanthropy. Over 10 years ago, she joined the Hartnell College Foundation with a goal to uplift her community through education.

“I am so impressed with Jackie Cruz and her leadership and phenomenal work leading the Foundation,” she said. “It’s all about the students and the Foundation is committed to the students.”

Susan ended her first seven-year term on the Foundation Board, took a one-year break, and returned for a second term. Her love for Hartnell students was palpable.

“Every time I leave the campus after a meeting, I am so inspired,” she said. “The stories shared by the student speakers at each meeting or program are indeed impressive and touching.”

In addition to her board involvement, Susan is one of the founding members of the Women’s Education and Leadership Institute (WELI) at Hartnell. This is one of the innovative programs supported by the Foundation that has nationally recognized statistics. Each year, 25 young ladies join WELI, receive a scholarship, and are matched with a mentor for one year.

“This work is rewarding,” she said. “I am amazed by everyone’s commitment.”

Black is from Wisconsin, and is the youngest of five girls. Her sense of adventure led her to attend the University of Hawaii for her bachelors and Rochester Business School in New York for her master’s degree.

She founded Pinnacle Bank in 2006 and served as President/CEO from 2008 to 2017. She currently enjoys her role as Chairman of the Board, a title that gives her great flexibility to volunteer. Aside from her commitment to the Foundation board, she serves as Chair for the Rancho Cielo Board of Directors.

Black is married to Aris Angelopoulos and they enjoy their ‘happy place’ in Pebble Beach. They have two grown children and four grandchildren, whom they love to play with. She enjoys gardening, reading, and walking on the beach.

The Hartnell College Foundation feels fortunate to have donors, supporters, and board members like Susan Black, whose leadership and commitment is contributing to the betterment of our community. Her unconditional love for and dedication to Hartnell students is invaluable and transformative. Thank you, Susan!

PLANNED GIVING Understanding your options

The goal of planned giving is to help you plan your estate and charitable giving in a way that benefits you, your family and charity. There are several ways you can make these planned gifts to charity and enjoy tax and income benefits.

If you have questions, please contact Director of Philanthropy, Kristine Edmunds at kedmunds@hartnell.edu or call her at (831) 755-6903. We look forward to helping you.

What will your legacy be?

If you are thinking about naming the Hartnell College Foundation in your estate plans, contact our Vice President of Advancement and Development/Executive Director for the Foundation, Jackie Cruz at jcruz@hartnell.edu or call (831) 444-2446 or our Director of Philanthropy, Kristine Edmunds at kedmunds@hartnell.edu or by phone at (831) 755-6903. To make a gift in support of Hartnell students, go to: https://hartnellfoundation.org/donate-now/ 

Gift Legacy eNewsletter 03/09/22

Dear donors and supporters,

This month, we celebrate Women’s History and take time to reflect on all the contributions of women in history and celebrate the women who are making history today. I am grateful for how I see women continuing to advance opportunities for others and to lift up their communities, which has ripple effects across the globe. As the iconic quote by Ada Lovelace says: “Here’s to strong women. May we know them. May we be them. May we raise them.”

This past week I took a moment to appreciate how fortunate we are to have so many community volunteers supporting strong committees here at Hartnell College. Our volunteers give of their time to make us better. They help us get things done. They are committed to championing student success. I feel so much gratitude toward all of our committee members. Know that you are making a far greater difference than you can sometimes see.

I hope to add to the celebration and gratitude in this message to you by sharing inspiration from a Hartnell student’s story, below.   Please take a moment today to read the story of Sonia Baltazar, who has persevered in the midst of challenges with an open mind and a humble spirit.

Be well,

Vice President,
Advancement and Development
and Executive Director for the
Hartnell College Foundation

A STORY OF PERSEVERANCE Sonia Baltazar proves that you can do it all

In the midst of a global pandemic, Sonia Baltazar, 35, of Gonzales enrolled at Hartnell College to pursue her degree in Early Childhood Education. The mother of three girls (12, 9, 6) felt it was the perfect opportunity because of the online and asynchronous class offerings the college afforded her.

“Being out of school for 16 years, I felt, would be difficult,” she said. “But it was so helpful to have the option to complete my assignments in the evenings after everyone was in bed.”

Sonia is part of the MAESTROs Program, a collaboration between Hartnell and CSU Monterey Bay that provides a pathway to a teaching degree and teaching credential. She looks forward to graduating Hartnell this fall and transferring to CSUMB to complete her educational goals.

“I want to teach in middle school and focus on 4th  and 5th graders,” she said. “I feel that is a good age to instill in youth the love of learning and of community.”

Sonia is also a wife, a sports coach, and an instructional aide at Sacred Heart school where her children attend.

Baltazar’s husband is an educator. He is a math teacher and holds a master’s degree in education. They met while at Gonzales High School and have been together ever since.

Over the last few years, while the entire family was on Zoom taking classes or teaching classes, connectivity was sometimes a challenge. But the pandemic brought on additional obstacles to her family.

“My hours were cut due to COVID and we had two medical scares,” she said. ”I found myself having a major surgery alone in a hospital without anyone to visit me…one of my daughters developed appendicitis and that was difficult to deal with as well.”

Sonia and her family stayed optimistic and kept a positive demeanor. Emergency support through Hartnell enabled them to receive the necessary assistance to cover the medical bills, to have food in the house, to cover their rent, and more.

“If it wasn’t for your help and the generosity of donors and supporters, we couldn’t have survived this pandemic,” she said.

Through it all, Sonia has managed to keep her family active with outdoor activities and family time. She said that making the most out of a bad situation is a daily goal for her and her husband.

“You know, I have six eyes looking at me for guidance each day,” she said. “My girls inspire me and I hope I do the same for them and show them that in this world there are opportunities and lots of people who want to help you advance in life.”

In photo – Sonia with her daughter Seleen (12) at Hartnell College Library.

GIVE YOUR IRA A VACATION! We can help you make your IRA work for you

When you use the IRA charitable rollover to support our mission, you have peace of mind. It is like giving yourself a vacation. Last year Congress gave your IRA a much-needed vacation. No one had to make a required minimum distribution from their IRAs. You may be one of those who enjoyed giving your required minimum distribution a year-long break. Everyone loves a vacation, so why not give your RMD another year off?

Make a Required Minimum Distribution Work for You
Last year as part of special legislation, Congress said there would be no RMDs in 2020. This year, the RMD is back for everyone 72 years and older. Most people do not like taking money from their IRA. They have saved for years, and they would prefer to let it grow. Worse yet, when you take the RMD, you pay income tax on that distribution.

The IRA Charitable Rollover Is an Annual Vacation for Your IRA
While you still must distribute money from your IRA if you are 72 or older, you can do it in a tax-advantaged way. If you are age 70 1/2 or older, you can contact your IRA administrator and ask them to make the distribution directly to our mission. When you do:
-You do not pay income tax on the distribution (but you also receive no income tax deduction)
-You receive gift acknowledgment for the full amount of the distribution
-You satisfy your RMD up to $100,000

If you and your spouse have your own IRA, both of you can use the IRA charitable rollover. Contact Director of Philanthropy, Kristine Edmunds at kedmunds@hartnell.edu or call (831) 755-6903 for more information and to help guide you through.

What will your legacy be?

If you are thinking about naming the Hartnell College Foundation in your estate plans, contact our Vice President of Advancement and Development/Executive Director for the Foundation, Jackie Cruz at jcruz@hartnell.edu or call (831) 444-2446 or our Director of Philanthropy, Kristine Edmunds at kedmunds@hartnell.edu or by phone at (831) 755-6903. To make a gift in support of Hartnell students, go to: https://hartnellfoundation.org/donate-now/ 

Gift Legacy eNewsletter 02/23/22


Dear donors and supporters,

There is a Swedish proverb that says “shared joy is double joy;” I hope that the joy shared in this newsletter today would be multiplied across our community!

I have the continued joy of celebrating our fully functional new Center for Nursing and Health Sciences, which is filled with hopes, dreams, and future health care professionals. Make sure to visit KSBW for their coverage and celebration of the new center! Click HERE for the news story.

We continue to be grateful to serve alongside 14 local agencies to support families through the Emergency Rent and Utility Assistance program. This service is made possible through our partnership with United Way of Monterey County. More than 400 low-income households have been served with the $2.75 million in support for the program received since March 2021 with a plan to distribute nearly $4 million more in 2022.

About half of those served through this program are Hartnell students or friends and family of students, with the remainder coming from the general Monterey County population. To reach those in greatest need, we have also partnered with community groups Mujeres en Accíon and COPA (Communities Organized for Relational Power in Action). I hope you’ll take a moment to read more about this HERE.

Last week, we celebrated the month of love with a special and heartfelt message to you from our students. If you missed it, please click HERE to enjoy.

With gratitude,

Jackie Cruz

Vice President,
Advancement and Development
and Executive Director for the
Hartnell College Foundation

A WOMAN OF DISTINCTION Susan Black prepared for a life of philanthropy

Before becoming one of the most influential business women in the Central Coast and in the Silicon Valley, Susan Black worked as a flight attendant, for the Department of Defense, in real estate, and in marketing for a bank. All these experiences, she said, prepared her for a successful career in banking.

“Early in my banking career, I was committed to fighting for equal access to credit – now, I am concerned about access to education,” she said. “Personally, education made an enormous difference in opening doors for me, and I feel strongly that education not only changes lives, but also has a significant impact on the community as a whole.”

Susan is the picture of grace and philanthropy. Over 10 years ago, she joined the Hartnell College Foundation with a goal to uplift her community through education.

“I am so impressed with Jackie Cruz and her leadership and phenomenal work leading the Foundation,” she said. “It’s all about the students and the Foundation is committed to the students.”

Susan ended her first seven-year term on the Foundation Board, took a one-year break, and returned for a second term. Her love for Hartnell students was palpable.

“Every time I leave the campus after a meeting, I am so inspired,” she said.  “The stories shared by the student speakers at each meeting or program are indeed impressive and touching.”

In addition to her board involvement, Susan is one of the founding members of the Women’s Education and Leadership Institute (WELI) at Hartnell. This is one of the innovative programs supported by the Foundation that has nationally recognized statistics. Each year, 25 young ladies join WELI, receive a scholarship, and are matched with a mentor for one year.

“This work is rewarding,” she said. “I am amazed by everyone’s commitment.”

Black is from Wisconsin, and is the youngest of five girls. Her sense of adventure led her to attend the University of Hawaii for her bachelors and Rochester Business School in New York for her master’s degree.

She founded Pinnacle Bank in 2006 and served as President/CEO from 2008 to 2017.  She currently enjoys her role as Chairman of the Board, a title that gives her great flexibility to volunteer. Aside from her commitment to the Foundation board, she serves as Chair for the Rancho Cielo Board of Directors.

Black is married to Aris Angelopoulos and they enjoy their ‘happy place’ in Pebble Beach. They have two grown children and four grandchildren, whom they love to play with. She enjoys gardening, reading, and walking on the beach.

The Hartnell College Foundation feels fortunate to have donors, supporters, and board members like Susan Black, whose leadership and commitment is contributing to the betterment of our community. Her unconditional love for and dedication to Hartnell students is invaluable and transformative. Thank you, Susan!

YOUR LEGACY What are your options? Consider a Bequest

Thank you for your generous support of our organization and our charitable mission. Your gifts are an important and significant affirmation of your trust and lasting confidence in our organization. With your help, our work will continue well into the future. 

As someone who plans well and looks to the future, we would like to ask you to consider complementing your annual gifts with a long-term investment in our mission. You can increase the impact of your giving, and leave a lasting legacy, by including a testamentary gift, sometimes referred to as a bequest, to Hartnell College Foundation in your will or estate plan.

The benefit of a bequest is that it will not change your lifestyle. You can choose to leave cash, stock, real estate, a percentage of your IRA or your estate to Hartnell College Foundation in your will while also continuing to control and use your assets during your life. Should you choose to include us in your plans, your gift will make a lasting difference to those we serve.

If you need assistance with estate planning, we have resources that can help you and your attorney. Please do not hesitate to contact us with questions or to let us know how we can serve you. Contact Director of Philanthropy, Kristine Edmunds at kedmunds@hartnell.edu or by phone at (831) 755-6903.

LIKE US ON FACEBOOK A great way to stay informed and inspired

The Hartnell College Foundation page on Facebook is a fun page to follow with weekly  posts that will help you keep up with what’s going on at the Foundation. Go to https://www.facebook.com/hartnellfoundation and learn about our students, donors, and events that inspire philanthropy and love for our community. We hope you’ll also invite your friends to like our page so that we can share good news with the entire community! We appreciate your support and look forward engaging with you more online!

What will your legacy be?

If you are thinking about naming the Hartnell College Foundation in your estate plans, contact our Vice President of Advancement and Development/Executive Director for the Foundation, Jackie Cruz at jcruz@hartnell.edu or call (831) 444-2446 or our Director of Philanthropy, Kristine Edmunds at kedmunds@hartnell.edu or by phone at (831) 755-6903. To make a gift in support of Hartnell students, go to: https://hartnellfoundation.org/donate-now/ 

HCF Gift Legacy Newsletter 02/09/22


Dear donors and supporters,

Welcome to February 2022! I don’t know about you, but I feel this year is moving along way too quickly. It feels like just yesterday, my youngest daughter Kamila was born, but she is four months old already!

The spring semester has begun with great news and meaningful opportunities to connect with our community. We are grateful to have people like Bill Tebbe and Jennifer Dacquisto on our side, who led  us to significant support from Bank of America with a $260,000 grant for Ag Tech programs. This funding will support our students as they learn valuable skills to prepare them for careers in demand right now.

We also had time in the last few weeks to celebrate the life of one of our family, Alfred Diaz-Infante. It was a very special time where the many, many friends and family who knew him were able to pay tribute, remember, and say goodbye. I was personally honored to be able to sing Alfred Diaz-Infante’s favorite song, ‘Amor Eterno’ (Infinite Love) at the Celebration of Life. I invite you to read more about this special event below and be inspired by this wonderful man’s life.

Wishing you a great month and hoping that you will feel encouraged as ever to contact me with any questions about your legacy giving.

Be Well,

Jackie Cruz

Vice President,
Advancement and Development
and Executive Director for the
Hartnell College Foundation

A MAN OF VALOR REMEMBERED Alfred Diaz-Infante’s Celebration of Life

On Saturday, January 29, 2022, the Hartnell College Foundation co-hosted the Celebration of Life for Alfred Diaz-Infante in Hartnell College’s Student Center. The program was emceed by Alfred’s son, Marcos Diaz-Infante, and dear friend Kurt Gollnick.

More than 250 guests came together to offer tribute to a man who touched the hearts and changed the lives of many. Diaz-Infante was the CEO of CHISPA, where he helped provide housing for low-income families.  Alfred also invested time and effort into his community by participating on a number of boards, where he contributed to the success of many community organizations.

The written program for the event included an obituary, written by Alfred’s niece, Amy Diaz-Infante, which set the tone for the celebration saying, “While so many of us looked to Alfred for his knowledge and insight, he was also someone who loved to listen with an analytical mind and to learn from others. We will remember his stories, his ceviche recipe, his quiet but confident demeanor, and perhaps most of all, his sense of humor.”

Many friends, colleagues and family members shared from the heart about Alfred’s impact during the event.

Mentees Jose Garcia and Jonathan De Anda as well as Alfred’s lifelong friend, Benny Tiscareno reflected on Alfred’s presence, and his determination to make time for the people and things that he loved. His life was about others, showing them their value and helping them reach their potential. 

Retired Chief Financial Officer of CHISPA, Norm Kolpin, shared that Alfred could have chosen to pursue a successful career anywhere, but that his roots in and heart for Salinas committed him to this community for life. 

Alfred’s two daughters, Alexis and Karina, and son Marcos spoke of Alfred as their beloved father. Their admiration for their dad and how much they will miss his love, kindness, and great conversations was evident, and it was also clear that they know his legacy will be a lasting one. 

We are certain that Alfred’s legacy will not only be seen in the work to provide affordable housing for families and educational opportunities for youth in our community, but in the work of making others feel at home.

During the event, the Hartnell Foundation announced that the Alfred Diaz-Infante Legacy Memorial Fund has exceeded the $40,000 guaranteed match amount from the Hartnell College Foundation Board. Foundation Executive Director, Jackie Cruz, invited Alfred’s friends and colleagues to continue to honor Alfred with gifts to the fund as we seek to increase the matching amount. You may contribute to this fund by visiting: https://hartnellfoundation.org/alfred-diaz-infante-legacy-memorial-fund/

A photo gallery can be viewed by visiting the CHISPA Housing Facebook page by clicking: https://www.facebook.com/Chispa-Housing-143136989075665/photos

LIKE US ON FACEBOOK A great way to stay informed and inspired

The Hartnell College Foundation page on Facebook is a fun page to follow with weekly  posts that will help you keep up with what’s going on at the Foundation.

Go to https://www.facebook.com/hartnellfoundation and learn about our students, donors, and events that inspire philanthropy and love for our community. We hope you’ll also invite your friends to like our page so that we can share good news with the entire community! We appreciate your support and look forward engaging with you more online!

What will your legacy be?

If you are thinking about naming the Hartnell College Foundation in your estate plans, contact our Vice President of Advancement and Development/Executive Director for the Foundation, Jackie Cruz at jcruz@hartnell.edu or call (831) 444-2446 or our Director of Philanthropy, Kristine Edmunds at kedmunds@hartnell.edu or by phone at (831) 755-6903. To make a gift in support of Hartnell students, go to: https://hartnellfoundation.org/donate-now/ 

HCF Gift Legacy eNewsletter 01/26/22

Dear donors and supporters,

We are back in session! The spring 2022 semester has begun, and with that, a campus filled with the inspiring energy of our students!

We are so grateful that faculty and students are able to continue classes both in person and online as they return for this new semester.  The Student Center is once again alive and alight with minds at work as well as new and old friends catching up over a snack, a drink, or homework and studies.

I am filled with hope and gratitude as the opportunity for direct contact with students and faculty is open once again. I am proud and honored to witness nursing students taking their places in their new classrooms in the Nursing and Allied Health Building and want to pass on my delight to all of you who donated to nursing and supported the passing of Measure T because truly, these moments and this pride and joy belong to you. I look forward to inviting you to join us on campus to experience all of this in person!

Thank you always for all your support. Be well!

Jackie Cruz

Vice President,
Advancement and Development
and Executive Director for the
Hartnell College Foundation

IT KEEPS GOIN’ UP! Applicable Federal Rate to your benefit

The IRS has released the Applicable Federal Rate for the month of February 2022. Each month, the Service surveys hundreds of interest rates for various financial instruments and publishes the rate that is applicable for charitable deduction calculations. The rate for February is 1.6%. The rates will look like this:

When calculating the tax deduction for a charitable gift, the IRS permits use of the Applicable Federal Rate for the current month or one of the two prior months. For charitable remainder unitrusts, annuity trusts and gift annuities, the highest Applicable Federal Rate will produce the largest charitable tax deduction. However, for seniors who create gift annuities and do not itemize, the lowest Applicable Federal Rate will produce the highest tax-free payout. For lead trusts and life estates reserved, the lowest Applicable Federal Rate is most favorable.

For more information on how the AFR works in your favor, contact Jackie Cruz at 831-755-6810 or jcruz@hartnell.edu.

OUR LEADER CIRCLE  Sharon Dilbeck’s caring heart

Growing up in Salinas, Sharon Dilbeck’s life naturally geared her up to be hands-on. Thus, she joined her husband Wayne in the construction family business.

“I worked for my late father-in-law, Fred Dilbeck, who taught me everything I know,” she said. “He gave me the majority of the ownership over Dilbeck & Sons, becoming one of the first woman-owned companies in the area.”

Established in 1982, Dilbeck & Sons, Inc. is a family-owned and operated construction company with the financial strength, bonding capacity and local resources to manage challenging projects.

Sharon and husband Wayne Dilbeck have three adult sons and one daughter, and are proud grandparents to 12 grandchildren. “I love doing things with my grandkids all the time,” she shared.

Another activity Sharon enjoys is giving back to the community and volunteering. She recalls coaching little league and then joining her son in coaching soccer. They enjoyed taking children from underserved areas all over the state to play soccer. Since parents were seldom available to drive them due to work, Sharon made sure transportation was available to them.

That big heart led her to the Hartnell College Foundation seven years ago. “For me, it was the part about getting to work with the community that attracted me to be a part of this,” she said. “I wanted to be involved in something meaningful.”

The Dilbeck family and business also have a connection to Hartnell that predates involvement with the Foundation. Wayne completed an apprenticeship program in carpentry at Hartnell and Sharon had Tony Teresa, the immortalized baseball coach with a field named after him at Hartnell, as her teacher in high school.

Sharon joined the board as well as the Athletics Hall of Fame Committee and the Women’s Education & Leadership Institute (WELI) Committee. She went all in!

“The Foundation provides so much support and cares so much for the students,” she said. “It’s amazing to see what really goes on – there is much love.”

Although her interests were initially uplifting Athletic, she soon learned about WELI and fell in love with the program.

“When we started with WELI, it was a game-changer,” she said. “I enjoy the amazing stories of these women; it touches my heart on how they overcome adversity and rise up to be great people in the community.”

Dilbeck takes her role as a businesswoman and as a leader in the community seriously and hopes others can follow her lead.  Along with Dilbeck & Sons, she has given over $125,000 to the Hartnell College Foundation, landing her in the Leader Circle level of giving.

“It is such a great foundation,” she said. “You see the results of their work and the impact that it makes – your money really goes toward helping the students.”

Sharon graduated in 1969 as one of the first four-year graduates from Alisal High School. She has been a part of the Salinas Valley Memorial Hospital Foundation, was in the Builders’ Exchange at Hartnell College, and is currently part of Women in Construction.

Her message for students struggling to get by during challenging times is to continue ahead. “You have to continue with your dreams and do not let Covid or anything stand in the way,” she said. “This too shall pass and you can overcome any obstacle.”

JOIN THE PARTY NEAR THE LIBRARY As a Sponsor or President’s Circle Member!

Party Near the Library is happening in our Main Campus Plaza on May 21, 2022! This year, we are pleased to honor board member and friend, John Romans, with the Hartnell College Foundation Leadership Award.

Join us in the President’s Circle or become a sponsor this year so you can be a part of the fun and most importantly, support Hartnell students’ success!

For more information, visit: hartnellfoundation.org/party, or call Aleen Stoddard at 831-755-6810 or email astoddard@hartnell.edu.

What will your legacy be?

If you are thinking about naming the Hartnell College Foundation in your estate plans, contact our Vice President of Advancement and Development/Executive Director for the Foundation, Jackie Cruz at jcruz@hartnell.edu or call (831) 444-2446 or our Director of Philanthropy, Kristine Edmunds at kedmunds@hartnell.edu or by phone at (831) 755-6903. To make a gift in support of Hartnell students, go to: https://hartnellfoundation.org/donate-now/ 

HCF Gift Legacy eNewsletter 01/12/22

Dear donors and supporters,

Happy new year! The year 2022 has gotten off to a great start due to enthusiastic support from you and our partners in education.

Just last week, we received a $990,000 basic needs grant that will increase our impact on the wellbeing of our students over the next three years.

On campus, faculty and staff are getting ready to start the new semester on January 24. What is extra special this year, is the opening of the Castroville Education Center. Classes will be held in Castroville for the first time. In addition, the Nursing & Allied Health building will open this spring.

We hope you will celebrate the milestones of this year and continue to partner with us as we seek continually to champion student success and to advance the college, offering innovative strategies and new opportunities.

I wish you a year of happiness, health, and abundance!

Jackie Cruz

Vice President,
Advancement and Development
and Executive Director for the
Hartnell College Foundation

Monterey County Gives
You hit it out of the park

We are so excited to announce that our Basic Needs Campaign through Monterey County Gives raised $35,905. We had 57 individual donors support this effort which will provide $500 emergency scholarships to 71 students. But that is not all! This, combined with the Basic Needs grant mentioned above, helps us surpass the $1 million mark! Thank you to each of you who helped us support students in such a big way!

The Power of Caring Foundation Board President leaves a mark

“I was invited to be on the Foundation Board and felt honored to be asked,” she said. “This is a great way to give back and support the college and its students.”

Last month, at the President’s Circle Reception, Sulsona was recognized for her dedication to the Hartnell College community. She was also thanked for taking on the demanding and important role as President of the Board.

“Judith is a talented, committed, and passionate leader and it has been a distinct pleasure to work with her over these past two years during her time as President of the Hartnell College Foundation Board,” said Hartnell’s VP of Institutional Advancement and Foundation’s Executive Director, Jackie Cruz. “Judith is a champion of student success, equity, and community engagement.” 

Sulsona was born in Puerto Rico and moved to Mexico City to complete her graduate studies in the UNAM (Universidad Nacional Autónoma de México). Her interest has always been in education, the arts, and literacy, which led her to work with libraries here on the Central Coast. She created systems to make it possible for persons with visual and hearing impairments to have access to library resources, as well as to develop programs for youth throughout the county.

After some time, Judith turned to the non-profit world. She worked for Community Foundation for Monterey County and started the Management Assistance Program, now Center for Nonprofit Excellence; she was Executive Vice President for five years. 

The 12 years she dedicated to the Community Foundation developed her passion for serving non-profit organizations – her goal became to support them in building the organizational capacity needed to fulfill their mission. Her consulting work began and continues to this day.

“I have the opportunity to create a plan based on the needs and aspirations of an organization while guiding their boards and staff to adapt to change,” Sulsona said. “Groups learn to work together, utilize their unique skills in the best possible way, and I am happy to support them through the process.”

Her work in the community is respected by others. She is well known due to her work with non-profits and her work at Hartnell College. In addition, Sulsona is on the Advisory Council for the Big Sur Land Trust.

Judith shares her passion for community with husband of 39 years, William Rawson, who is a retired Hartnell College librarian. They love the arts and are longtime supporters of The Western Stage.

“Supporting innovation and direct services to students in really close partnership with the college enables us as a board to have a direct impact,” she said.

Sulsona compliments the strength of the board adding that the wide variety of skills, experiences, and knowledge make for a well-structured organization with processes that are well-defined, committees that work well together, and 350 volunteers who dedicate their time in task forces and committees within the college campus.

Cruz said that Sulsona led the Foundation Board with grace during these last difficult few years and praises her leadership. She added “I am deeply grateful for Judith’s leadership during the pandemic to ensure that we provided essential support for our students in the midst of these challenging times.”

“It has been a real privilege to support the work Hartnell does in the community,” Sulsona said. “Students come from all walks of life and it is my pleasure to support their education, so they in turn may achieve their aspirations.”

What will your legacy be?

If you are thinking about naming the Hartnell College Foundation in your estate plans, contact our Vice President of Advancement and Development/Executive Director for the Foundation, Jackie Cruz at jcruz@hartnell.edu or call (831) 444-2446 or our Director of Philanthropy, Kristine Edmunds at kedmunds@hartnell.edu or by phone at (831) 755-6903. To make a gift in support of Hartnell students, go to: https://hartnellfoundation.org/donate-now/ 

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