Contact Us!

As we dive into the heart of summer, July brings a vibrant blend of sun-soaked days and starry nights, perfect for beach trips, backyard barbecues, and fireworks. This month is about celebrating freedom, embracing warmth, and creating unforgettable memories with family and friends. So, let’s soak up the sun, enjoy the longer days, and make the most of everything this lively month offers. Here’s to a fantastic July filled with fun, relaxation, and a touch of adventure!

With appreciation,
Jackie and Kristine

 

CalKIDS Sets Children Up with Funds for College

The Hartnell College Foundation and Bright Futures of Monterey County are happy to share about the collaboration with CalKIDS, a fund in California that provides free college savings accounts for millions of kids. In Monterey County, there are over 64,000 qualified children, and $33 million is up for grabs. A campaign to disseminate information and promote registration began in May and will continue through 2024.

“Local Families from our community have the opportunity to claim these funds to support their children’s future, and we are excited to work with all of our steering and community partners and supporters to ensure that thousands of Monterey County children claim their free college funds,” said Jackie Cruz, vice president of institutional advancement at Hartnell College and executive director for the Hartnell College Foundation.

CalKIDS was created to inspire a college-going mentality from an early age. CalKIDS believes that children have a future worth saving for, and this is why the State of California is investing in newborns and students directly to help set them on a path toward college.

The Foundation is proud to manage this project in Monterey County under the umbrella of Bright Futures Monterey. Community partners, steering partners, and core conveners are supporting these efforts.

“The CalKIDS initiative represents a significant effort to support students and families in overcoming barriers and challenges, with the ultimate goal of closing the equity gap,” said Tony Amezcua, director of Bright Futures Educational Partnership. “CalKIDS will be a game-changer, providing critical support to families and students who might otherwise struggle to achieve their full potential.”

Research demonstrates that children with a college account are three times more likely to enroll in college and four times more likely to graduate than those who don’t. Each child may qualify for up to $1,500 to start a college savings account. These accrue interest, and each youth can access the funds as early as 17 years old.

For Sandi Picazo, a mother of two, this is an amazing way to relieve the stress of college education costs. “It is so important to have this program for kids to get motivated and have a college fund for the future,” she said.

Sandi has a student at La Paz Middle School and another at Fremont Elementary School. The Alisal Union School District Family Resource Centers helped her fill out the CalKIDS forms for her children. “The process of filling out the short form was easy,” said Picazo. “Parents should do this for their children; it’s fast and easy.”

Irma Lopez, manager at the Alisal Family Resource Center, said that the district’s goal is to reach out to all families in the 2024-25 school year and encourage parents to register their children if they qualify for this free scholarship money.

“This program was created to help students who qualify for this program dream of access to higher education and for families to start a savings account with this free scholarship money,” said Lopez. “This seed money is a great starting point for students in preparation for college/university or a vocational training opportunity upon graduating from high school.”

The Foundation and Bright Futures hope to reach out to most or all eligible children through the marketing campaign, the partners, the schools, and word of mouth.

“CalKIDS is a powerful tool for promoting success and ensuring a more equitable future for all,” said Amezcua.

The CalKIDS campaign is made possible by the support of funders United Way, Teresa Matsui, and Betsy & Barry Adler.

To get more information and to fill out the form, go to www.calkids.org.

Join us for the 2024 Gala for the Arts! This exciting event supports our mission to keep the arts bold and relevant, celebrating their role in healing, inspiration, and joy. By participating, you’ll help us invest in dynamic and responsive programs that empower youth, students, and community members to develop critical skills, enhance creative inquiry, and explore artistic expression. Our commitment extends to fostering collaboration and deepening empathy for oneself and others. Share in our vision to create inspiring initiatives that enrich lives and strengthen our community. Together, we can ensure that the arts continue to thrive and make a meaningful impact on all who engage with them. The festive Gala for the Arts is in August this year and will be paired up with The Western Stage’s production of The Hunchback of Notre Dame. We are looking for sponsors!

Contact Celeste DeWald at cdewald@hartnellcollegefoundation.org or 831-755-6810 to secure your sponsorship for our arts program. Click here to read more.

You can give today and keep your income for you and your family.

Do you wish to support our not-for-profit mission without impacting yourself or your family? Consider how these options can simultaneously help you, your family, and Hartnell College Foundation.

Gifts from a Will or Living Trust
Designating us as a beneficiary in your will or trust is a simple way to commit to our mission to cultivate resources to champion student success at Hartnell College.

It will not affect your cash flow during your lifetime, and it’s easy to revoke this type of gift if your situation or goals change.

Beneficiary Designations
Naming Hartnell College Foundation as the beneficiary of a retirement plan, financial account, or annuity is another easy way to help further our mission. You can continue to benefit from these assets during your lifetime, and a beneficiary designation may also be changed at any time.

Life Insurance
If you have an old, unneeded life insurance policy, you can donate it to us and take an immediate tax deduction. You can also name us as a beneficiary of your policy.

Appreciated Stock or Real Estate
If you own securities or real estate that you no longer need or wish to sell, a gift of these assets is another way that you can benefit us without impacting your cash flow. You may also benefit from capital gains tax avoidance by giving rather than selling these assets.

Tangible Personal Property
If you have valuable assets, such as artwork, collectibles, jewelry, etc., that you no longer want or need, consider giving these assets to us and benefit from an income tax deduction this year.

Life Estate
If you own your home and wish to remain living there, you can transfer your home (farm or vacation home) to Hartnell College Foundation while retaining the right to use the home during your lifetime. Enjoy the added benefit of an income tax deduction!

Business Interests, Closely Held Stock and Partnerships
Talk to us about ways to make current gifts from your business or to avoid capital gains tax when you are ready to transfer or sell your business.

We invite you to look at our website to discover more. If you would like to talk with us and see how these various ways to give might work, please contact me at kedmunds@hartnell.edu.

Plan Your Will/Trust and Protect Your Loved Ones

If you are thinking about giving the Hartnell College Foundation an estate gift from your will or trust, please contact us or learn more on our website.

If you want a free estate planning guide, please click here.

Our very best!


Dr. Jackie Cruz, Ed.D.
Vice President of Advancement and Development
Executive Director, Hartnell College Foundation
jcruz@hartnell.edu
(831) 444-2446 mobile

Kristine Edmunds
Director of Philanthropy
Hartnell College Foundation
(831) 755-6903 Office
(831) 601-0016 Mobile
kedmunds@hartnell.edu 

A Charitable Gift Annuity (CGA) shines brightly amidst the market’s unpredictability and the quest for increased income. By choosing a CGA, you secure fixed payments for life while leaving a meaningful legacy for the Hartnell College Foundation and its mission.
 

How Do I Benefit from a Charitable Gift Annuity?

When you contribute a gift in exchange for a Charitable Gift Annuity, we guarantee you and/or your spouse fixed payments for life. The benefits are substantial:

  • Potential charitable income tax deduction: The gift portion of your CGA may qualify for a charitable income tax deduction in the year of your gift.
  • Age-based payments: Your age determines your payment, providing a tailored approach to your financial needs. You may be surprised to learn of the generous payout rates compared to other market payouts.
  • Tax advantages: Some payments may be tax-free, benefiting from lower capital gains tax rates.
  • Capital gains tax bypass: CGAs funded with stock or appreciated assets are based on current market value and offer an additional benefit of bypassing capital gains tax on the charitable gift portion.

A CGA can help secure your financial future and contribute significantly to the important work and legacy of the Hartnell College Foundation.
 

How Do I Fund a CGA?

A Charitable Gift Annuity is made of two parts: A gift portion and an annuity portion. A CGA is a simple written agreement between you and an affiliate of the Hartnell College Foundation. You provide the funds, and our affiliate provides annual annuity income for the remainder of one or two lives.

Fund with cash and receive an income tax deduction in the year of your gift if you itemize.

Fund with an appreciated asset, such as stock, and receive an income tax deduction in the year of your gift. Instead of selling your stock and giving from the proceeds, you may fund a CGA directly from your stock and bypass the capital gains tax with the charitable portion of your gift.

Fund from your IRA. The Secure 2.0 Act allows a once-in-a-lifetime tax-free distribution from your IRA to create a CGA. The maximum allowable distribution is $53,000 for 2024. The unique benefit is that it lowers the income tax for those otherwise required to withdraw from their IRA each year, beginning at age 73. This benefits non-itemizers as well.
 

How Do I Get Started?

If you want to increase your retirement income and leave a meaningful gift to the Hartnell College Foundation, then the charitable gift annuity may be worthwhile. If you want to see how it might benefit you, please try the Charitable Gift Annuity Calculator. With it, you can learn all your benefits without any obligation.

We Can Help!

If you have any questions about making a gift from your IRA, please contact either 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, visit our website.

June brings with it the promise of sunshine, warmth, and endless possibilities. As the days lengthen and temperatures rise, it’s a time to embrace outdoor adventures, leisurely evenings, and cherished moments with loved ones. Whether it’s enjoying a picnic in the park, strolling along the beach at sunset, or embarking on a spontaneous road trip, June invites us to savor the beauty of nature and the joys of summertime. With its vibrant energy and sense of renewal, June inspires us to embrace new beginnings, pursue our passions, and create memories that will last a lifetime.

With appreciation,
Jackie and Kristine

Using the arts in healing

Incorporating the arts into psychology

She was only eight years old when she discovered her love for acting. Deztenee Sanchez, 19, is celebrating her graduation from Hartnell College as a psychology major and heading to UC San Diego to receive her bachelor’s. She plans to continue to earn her master’s and perhaps a doctorate right after.

She carries the arts in her blood and wants to do something special.

“Theater has made a big impact in my life and has been my safe space, a place to relax; it’s what I love,” she said. “I want to help create those safe spaces for others to feel happy and accomplished.”

She dreams of creating spaces where her future clients can go in and talk but also express themselves artistically, alleviating the stressors of their lives a little better or easier.

Deztenee believes that this outside-the-box idea can make a huge difference, so her clients find hope in expressing a talent—that being acting, writing, producing, directing, makeup, stage management, etc.

“The arts can heal, and even those with special abilities or conditions can feel a sense of belonging,” she said.

The Hartnell alumna grew up in King City, where she found Sol Treasures and began acting for the program. She continued acting in high school and decided to take an acting class at Hartnell, which she loved. Deztenee has performed at the college and will continue to do so over the summer.

She is a Salinas Valley Promise student and graduated within two years. In addition, 2024 is extra special to her and her family. Her parents graduated with bachelor’s degrees in business administration from CSU Monterey Bay.

“I am so proud of my mom and dad – they did it!” she said. “My sister is also talented in sports; we all have unique attributes.”

As she enjoys the summer, she loves going to the movies, the beach, arcades, shopping, and trying different foods. She looks forward to starting her junior year at UCSD and finding opportunities to get involved with the arts.

“I work with autistic children and have used theater therapy with them,” she said. “I find this method effective and can’t wait to design my program to help even more children.”

GALA FOR FOR THE ARTS, AUGUST 17 

You are invited to celebrate and uplift art and creativity at Hartnell College. The festive Gala for the Arts is in August this year and will be paired up with The Western Stage’s production of The Hunchback of Notre Dame. We are looking for sponsors! Contact Celeste DeWald at 831-755-6810 or cdewald@hartnellcollegefoundation.org to secure your sponsorship for our arts program.

 

 

Hartnell College President’s Report

At the heart of the California Community College (CCC) mission lies a steadfast commitment to facilitating student transfer to four-year universities. Despite challenges like financial constraints and the desire to remain close to home, Hartnell College stands out as a beacon of success and ambition within this landscape. With a vibrant “transfer culture,” we foster dialogue, support, and belief in every student’s potential. Our role goes beyond traditional teaching; it’s about opening doors and guiding students toward their academic dreams. We’re dedicated to nurturing conversations around transfer, ensuring every student sees it as an attainable goal.

Engaging in pivotal conversations about transfer begins with simple yet impactful strategies. We create a supportive community of inspiration and aspiration by asking students about their transfer goals, promoting resources like the Career and Transfer (CAT) Hub, and participating in events like Transfer Tuesday. These efforts are personal investments in our students’ futures, empowering them with knowledge and support as they journey toward their transfer goals. Let’s celebrate each step our students take toward academic success beyond Hartnell College. Read more here.

Do you have real estate you wish to sell?  
 

Consider this: By gifting that appreciated real property, you’re not just letting go—you’re opening the door to possibility while benefiting from significant tax savings. Your real estate gift can significantly impact our future, shaping the path forward in ways you might never have imagined. Moreover, if you wish to receive income for life from that real estate, you may find the following options to be worth your consideration. 

Stay in your home and benefit

Life Estate Gift: You transfer your property to the Hartnell College Foundation, but you can still live there for life. You can also get a tax deduction based on the property’s value. This option ensures that you can continue to enjoy the comfort and familiarity of your home while making a significant contribution to our cause. 

Life Estate Gift with Income: In addition to transferring your property to the Hartnell College Foundation and remaining in your home for life, if you own the property outright, you can receive income from a charitable gift annuity and a tax deduction on the charitable portion of your gift. This option not only allows you to support our mission but also provides you with a secure income and tax benefits.  

Fund a Charitable Trust with your unwanted real estate and receive income for life

Unitrust: This special trust is funded by charitable donations. It pays income to beneficiaries for life or a set number of years. After that, whatever remains in the trust goes to charity. 

Please read more here to learn how a gift of real estate may benefit you. To try out our unitrust calculators, click here.

Plan Your Will/Trust and Protect Your Loved Ones

If you are thinking about giving the Hartnell College Foundation an estate gift from your will or trust, please contact us or learn more on our website.

If you want a free estate planning guide, please click here.

Our very best!

 

 

 

 

 

 

Dr. Jackie Cruz, Ed.D.
Vice President of Advancement and Development
Executive Director, Hartnell College Foundation
jcruz@hartnell.edu
(831) 444-2446 mobile

Kristine Edmunds
Director of Philanthropy
Hartnell College Foundation
(831) 755-6903 Office
(831) 601-0016 Mobile
kedmunds@hartnell.edu 

To make an immediate gift in support of Hartnell students, please click here.

The information contained in this newsletter is not intended as tax, legal, or financial advice. Gift results may vary. Consult with your personal financial advisor for information specific to your situation.

This image has an empty alt attribute; its file name is image-7.pngMay has arrived, bringing with it the promise of longer days, warmer weather, and endless opportunities for adventure! Let’s shake off the remnants of winter and embrace the vibrant energy of spring. From picnics in the park to spontaneous road trips, let’s make this May a month to remember. So dust off your sunglasses, grab your favorite playlist, and let’s dive headfirst into the joy and excitement that May has in store for us! 

With appreciation,
Jacqueline and Kristine

Andrea Bailey
Commitment to Community Acceleration

The Hartnell College Foundation is happy to announce that Andrea Bailey, Public Affairs Representative, Corporate Affairs at Chevron, will receive this year’s Leadership Award. She will be celebrated at this year’s Party in the Library on May 31, 2024.

“For the committee, it was a natural choice,” said Jackie Cruz, Vice President of Development and Advancement and Executive Director for the Hartnell College Foundation. “Andrea came to us in 2018 and has since been one of our most valued supporters and cheerleaders, especially in STEM and K-12 education – she is a staple of hope and leadership in the growth of our programs and community.”

Bailey is an active participant in this partnership with Hartnell College. She has served as co-chair for the President’s STEM Task Force, on the Hartnell Foundation’s Board, chair of the Foundation Board Nominating Committee (2020-22), has been a speaker and emcee for the Women’s Education & Leadership Institute (WELI), and continues to be an active supporter of Hartnell College.

“My mom has been the biggest influencer when it comes to community service,” she said.  “She was always active in politics, served on many commissions and boards, and was a very vocal advocate, always giving back to the community. She would often bring me to events, meetings, etc. Community service and philanthropy were instilled in me at a very young age.” 

Andrea feels humbled by this special recognition.

“This award is important for so many reasons, but mostly because I love what Hartnell College stands for,” she said. “I look at the list of past recipients in this category, and I feel so honored to be a part of a class that inspires and transforms this community.”

Bailey adds that she lives her daily life by leading by example. She enjoys working with different organizations to support their goals, mentor them, contribute to their growth, and connect them to opportunities.

Andrea is responsible for developing and implementing their social investment strategy, community and stakeholder engagement strategies, government affairs, and managing community relationships in her role with Chevron. She works closely with local nonprofits, helping them serve their causes and communities while creating and building relationships that link resources with organizational needs through sustainable models that build capacity and maximize effectiveness.

She is thankful to work for a company that aligns with her values, supports her input, allows for independent decision-making, and, most importantly, cares about the community, values education, and supports staff with their personal and professional passions.

“Hartnell is involved in every bit of Monterey County, and I enjoy how they support students and wrap their arms around them during their time as a student and even after graduation,” she said. “For us at Chevron, it’s amazing how Hartnell gets students excited about STEM, and I am so happy to provide that platform as well.”

Andrea has her permanent home in Marina but was raised in Dublin, CA. After high school, she got married and had three children: Nicole, Erika, and Najee. She also has one granddaughter, Zoe, whom she enjoys spending time with often.

Higher education has always been important to her. She attended Ohlone College in Fremont, transferred to Cal State Hayward (now East Bay), and earned a BA in Business Administration. She earned an MBA in Management & Organizational Leadership at UC Berkeley and completed her Ph.D. in Clinical Psychology.

She worked for the American Red Cross and was promoted to CEO within her first four years. In 2009, she joined Chevron’s corporate affairs team with over 15 years of nonprofit experience and an extensive background in fundraising, capital campaigns, board and donor development, grant management, and organizational and strategic planning. 

“I love the work that I do and will continue to do so till I decide to retire,” she said. “I will continue to travel around the world with my next destination being Greece – but my biggest joy right now, is witnessing and experiencing my granddaughter Zoe; I want her to grow up to be strong, smart, bold, and fearless – at four years old, she is already all those things.”

She was also chair of the Hartnell Foundation Board Nominating Committee  2020-2022.

Hartnell College Unveils El Mercado to Combat Student Food Insecurity

Hartnell College in Salinas, CA, is proud to announce the inauguration of El Mercado, an innovative on-campus market slated to open its doors on April 1, 2024 from 12:00pm-2:00pm in the Student Center, Building C, Room 132. Developed by the Hartnell College SOUL Center, El Mercado aims to alleviate the challenges of food insecurity and limited access to essential items faced by students, offering a diverse array of groceries, personal care products, and basic necessities free of charge. Recognizing the profound impact of student well-being on academic performance, Hartnell College is taking proactive steps to ensure every student has the support needed to thrive academically and personally.

Mario Flores, Director of Basic Needs at Hartnell College, expressed the significance of El Mercado as more than just a resource center, but a testament to the institution’s unwavering commitment to student success and holistic development. With its dignified and supportive environment, El Mercado seeks to empower students by providing access to nutritious food, hygiene products, school supplies, and childcare items, fostering a nurturing space where all students can flourish. President/Superintendent Michael Gutierrez echoed this sentiment, emphasizing Hartnell College’s dedication to creating an academic environment free from the distractions of basic needs insecurities, paving the way for student achievement and growth.  Read more here.

Gifts for Today and Tomorrow “Blended Gifts”

What Is a Blended Gift?
Your generosity can create a lasting impact today and in the future. A blended gift, which combines a current gift with a planned gift, is a powerful way for you to achieve your financial and estate planning goals while supporting our mission. By combining your gifts, you are playing a crucial role in shaping the future of Hartnell College.

Beneficial Giving Options for Today
Consider enhancing your giving by including non-cash assets such as a gift of appreciated stock or a gift from your IRA. Explore giving and receiving income for life through a charitable gift annuity or charitable trust. These strategies amplify your impact while offering you and your loved ones tax advantages and financial income.

Powerful Giving Options for Tomorrow
Whether through a bequest in your willor a beneficiary designation from your retirement or life insurance plans, your blended gift ensures that your support continues to make a difference for years. Start seeing the results of your generosity today while preserving your wealth for tomorrow.

Plan Your Will/Trust and Protect Your Loved Ones

If you are thinking about giving the Hartnell College Foundation an estate gift from your will or trust, please contact us or learn more on our website.

If you want a free estate planning guide, please click here.


Our very best!


Jacqueline Cruz
Vice President of Advancement and Development
Executive Director, Hartnell College Foundation
jcruz@hartnell.edu
(831) 444-2446 mobile

Kristine Edmunds
Director of Philanthropy
Hartnell College Foundation
(831) 755-6903 Office
(831) 601-0016 Mobile
kedmunds@hartnell.edu 

To make an immediate gift in support of Hartnell students, please click here.


The information contained in this newsletter is not intended as tax, legal, or financial advice. Gift results may vary. Consult with your personal financial advisor for information specific to your situation.

Spring is just around the corner, and March is here to pave the way with its sunny disposition and blooming optimism! Let’s kickstart this month with a burst of energy and a dash of outdoor adventure. Picture this: a day filled with laughter, surrounded by the beauty of nature. Whether you’re strolling through the park, pedaling down a scenic trail, or simply basking in the warmth of the sun, there’s magic in every moment. So, grab your favorite hiking buddy, pack a picnic, and make this March a whirlwind of joy and unforgettable experiences!

With appreciation,
Jacqueline and Kristine

David Jones
An Opportunity to Help Students Succeed
 

Twenty years ago, David Jones, 68, joined the custodian team at Hartnell College. He has loved coming to work daily and spending time on campus, even on his days off.

“I like what I do – I interact with the students and everyone who comes through the doors,” he said. “I am a resource to those needing assistance on any given day.”

Now a lead custodian, he makes a difference in students’ lives. Jones is a President Circle Member now and, as such, is committed to student success.

“If I can’t help others physically, I can help financially,” he said. “We all have the opportunity to help in any way we can.”

Jones joined the Hartnell College Foundation’s Employee Giving many years ago. He could give $10 – $15 per month towards scholarships. But two years ago, he decided he could make a more significant impact and raised his monthly donation to $100 – landing him in the President’s Circle category for those who give annual contributions of $1,000 or more.

“This sends a powerful message to our students that we believe in them and are willing to support them above and beyond our everyday work,” said Jackie Cruz, Vice President of Institutional Advancement and Executive Director for the Hartnell College Foundation. “What David is doing is admirable – he is a source of inspiration.”

During the first two months of 2024, the campaign has raised $130,952.98, including 79 President Circle Members for 162 employee donors.

“I have talked to some scholarship recipients, and they appreciate the help,” he said. “They are going through hardships, and the scholarships help them in different areas of their lives.”

Jones was born in Washington State and raised in Colorado. His dad was in the military, and the family made it to Monterey (Fort Ord) and settled here. He has two sisters and two brothers. His dad passed away, but his mom lives in Seaside, and he gets to visit her often.

“I was never given anything, so I have the opportunity to put this donation to good use – as a contributor and role model,” he said.

 

The Men’s Institute for Leadership and Education

Hartnell College introduced the Men’s Institute for Leadership and Education (MILE) Program in 2015, aiming to recognize and support men’s contributions to their families and communities while addressing the unique challenges they face in academic and personal spheres. Despite men comprising 50% of Hartnell students, only 30% of degrees are earned by males, prompting the establishment of MILE to foster academic success and leadership among male scholars. The program offers a comprehensive package including intensive leadership training, access to campus resources, mentorship from community leaders, and a $2,500 financial award per student, empowering MILE scholars to overcome obstacles and thrive inside and outside the classroom. With 20 scholars awarded and several community leaders volunteering their mentorship, MILE has proven to be a transformative experience for participants, shaping their paths toward personal, academic, and professional success.

Driven by a mission to elevate graduation rates and empower male students in the Salinas Valley, MILE is dedicated to guiding scholars to realize their full potential through leadership development, mentorship, and financial assistance. The program envisions a future where MILE Scholars at Hartnell College emerge as community leaders with the skills and support necessary to achieve their academic and professional goals. With a focus on fostering leadership potential and facilitating holistic success, MILE aspires to make a lasting impact on the lives of its scholars, contributing to a culture of achievement and empowerment within the college and beyond.
Learn More Here.

Complete Your Will or Living Trust
by Attending Our Next Estate Planning Seminar on
April 17, 2024, Beginning at 5:30 PM

Completing your will or trust requires a plan. Hartnell College Foundation has resources to assist you, including an estate planning guide and our legacy website. Hartnell also can provide a free consultation with an estate planning attorney.

As an essential first step, we invite you to attend our upcoming estate planning seminar on Wednesday, April 17th. Here, we will provide the tools you need to help you complete your plan.

  • Protect your loved ones with a plan

  • Greatly reduce the challenges of probate

  • Estate planning attorney and financial planner available

  • Make a difference and establish your legacy

Please consider attending this complimentary seminar and start your way to creating your legacy. To RSVP for your spot, please email Jackie Cruz at jcruz@hartnell.edu or Kristine Edmunds at kedmunds@hartnell.edu.

What Happens to Your IRA When You Are Done Using It?

By design, Congress wishes for you to exhaust your traditional IRA during your lifetime. After all, it is based on your pre-taxed retirement savings. Should your IRA outlast you, your beneficiaries who inherit your IRA will pay ordinary income tax on any withdrawals they make. Your beneficiaries must then empty the IRA within ten years, which could be a significant tax burden.

Nonprofits, however, will not pay taxes on any gift from your IRA. Furthermore, there are better ways to provide for your heirs without the tax burden. If you want to learn more about the various ways and tax advantages of leaving the Hartnell College Foundation as a beneficiary of your IRA, please click here or contact us.

 

Your Planning Gives Your Loved Ones Hope

If you are thinking about giving the Hartnell College Foundation an estate gift from your will or trust, please contact us or learn more on our website.

If you want a free estate planning guide, please click here.


Our very best!


Jacqueline Cruz
Vice President of Advancement and Development
Executive Director, Hartnell College Foundation
jcruz@hartnell.edu
(831) 444-2446 mobile

Kristine Edmunds
Director of Philanthropy
Hartnell College Foundation
(831) 755-6903 Office
(831) 601-0016 Mobile
kedmunds@hartnell.edu 

Make a Difference!

We want to make a difference to improve the lives of students here at Hartnell College and throughout Monterey County. Transforming lives is at the heart of our work, and we believe that goal is also important to you.

You can make an enormous difference during your lifetime without impacting your assets or cash flow. If you include the Hartnell College Foundation in your will, trust, or as a beneficiary of your retirement plan, your legacy will live on and ensure quality education for current and future Hartnell students. It’s easy to do, and we can help.

Please note that while your retirement plan benefits you, it can create tax problems for your heirs. The IRS will tax, as ordinary income tax, your heirs who inherit your IRA upwards of 40% to 60%. They must exhaust your IRA within ten years of inheriting it, which could be a significant income tax burden. Consider gifting your IRA to the Hartnell College Foundation and support your loved ones in more tax-friendly ways.

To learn more about your giving options and how to create your legacy masterpiece, please visit our site or connect with us.


Our very best!

Jacqueline Cruz
Vice President of Advancement and Development
Executive Director, Hartnell College Foundation
(831) 444-2446 mobile
jcruz@hartnell.edu

Kristine Edmunds
Director of Philanthropy
Hartnell College Foundation
(831) 755-6903 Office
(831) 601-0016 Mobile
kedmunds@hartnell.edu 

Dear Hartnell College supporters,

Hello, December! As winter wraps us in its cozy embrace, our newsletter is here to spread the warmth of the holiday season. Dive into a mix of festive fun and December delights as we navigate this magical time together. Let the joyous vibes commence!

With appreciation,
Jacqueline and Kristine

The Face of Leadership and Focus
Hartnell Student, Alina Ramirez, Wants to Advocate for Youth
 
 
For as long as she can remember, Alina Ramirez knew she was bound to go to college and become someone successful. “An education has always been a part of my plan,” she said. “My mom is my inspiration.”

Her mom was pregnant with Alina when she started her career at Hartnell. She has always been an advocate for higher education.

Ramirez, 19, grew up in Greenfield and is now in her second year at Hartnell College, majoring in Law and Public Policy and society. Her goal is to transfer to UC Santa Barbara next fall and continue her education toward a law degree.

“I want to become a prosecutor to be an advocate of victims of sex crimes,” she said. “Being in an environment where violence is common is what has inspired me into a career I believe will be rewarding.”

Alina’s path is taking her to leadership roles as a student. She is the president of the Associated Students of Hartnell College, a representative of South County, and a public relations director.

Besides school leadership, Alina is also a WELI scholar. The Women’s Education & Leadership Institute (WELI) provides a scholarship, mentorship, and overall academic support to its 50 scholars this year.

“I have always been sure about coming to Hartnell,” she said. “The academics and all the resources for students make it a great place to be.”

She is a busy bee. Alina carries a full load, participates in leadership, and works part-time for MagOne Media as a social media associate. In addition, she participates in different student councils to improve accessibility and opportunities for others.

“I am independent, confident, and outspoken; thus, I wish to make a lasting impact on students,” she said.

Her goal is to become a lawyer and return to the area. “I want to come back here and make a change here,” she said.

In her spare time, she loves to freelance as a make-up artist, customizes shoes, and is learning to tattoo. She is active and creative in every aspect of her life and hopes to inspire others.
 

2023 has been a year of progress for Hartnell College. Reflecting on the good work inaugurated this past spring, with gratitude we celebrate with the unveiling of a state-of-the-art Nursing and Health Sciences building in Salinas, California. The 2,500-square-foot building encompasses classrooms, study rooms, a clinic, multiple simulation rooms, and an artificial reality room.

This development aligns with the heightened interest in healthcare careers driven by the pandemic’s impact. The new facility enables the college to accept 10% more students in health sciences programs, addressing the demand after receiving 300 nursing applications but being able to admit only 40 students last year. The centralized space promotes collaboration among students and staff, offering cutting-edge simulation and artificial reality rooms to enhance hands-on learning experiences.

The Dean of Academic Affairs for Nursing and Health Sciences, Debra Kazcmar, highlights the community-centric approach of the programs, with plans for a community clinic within the building and a program catering to individuals seeking to re-enter the healthcare field.

Additionally, the college aims to strengthen ties with the local community, as most graduates choose to work on the Central Coast after completing their programs. The new building represents a significant enhancement, providing students like Cecilia Ruano, a vocational nursing program participant, with ample space, advanced simulation resources, and real-life scenarios to prepare for their medical careers.

Make your season brighter!
Three ways to reduce your tax bill by giving to the Hartnell College Foundation.

1. Stocks & Bonds Gift (two tax benefits):

  • Donate stocks, bonds, or mutual funds.
  • Enjoy a charitable income tax deduction.
  • Bypass capital gains tax altogether.

Learn more here.

2. IRA Direct Gift (for 70 1/2 or older):

  • Gift up to $100,000 yearly from your IRA.
  • Avoid income tax on the gifted amount.
  • If you are 73 or over, fulfill part or all of your annual Required Minimum Distribution (RMD).

Learn more here.

3. Donor Advised Fund (DAF):

  • Create a charitable savings account (DAF).
  • Contribute and get an income tax deduction for 2023.
  • Recommend grants to favorite charities for years ahead.
  • Fund with appreciated stock to skip capital gains.

Learn more here.

Brighten your holiday season – Give back effortlessly!
 

 
What will your legacy be?

If you are thinking about giving the Hartnell College Foundation an estate gift from your will or trust, please contact us or learn more on our website.

If you want a free estate planning guide, please click here.

To make an immediate gift in support of Hartnell students, please click here.

Our very best!


Jacqueline Cruz
Vice President of Advancement and Development
Executive Director, Hartnell College Foundation
jcruz@hartnell.edu
(831) 444-2446 mobile

Kristine Edmunds
Director of Philanthropy
Hartnell College Foundation
(831) 755-6903 Office
(831) 601-0016 Mobile
kedmunds@hartnell.edu 

Dear Hartnell College supporters,

November brings the joys of Thanksgiving and the spirit of gratitude. This beautiful season invites us to recenter and reconnect with our families and friends through pickup football games, long walks in the crisp morning air, and hand turkeys drawn by children with love. Embrace the cozy vibes and join us in reflecting on life’s blessings. Hartnell College Foundation will share insights on gratitude and we can celebrate together. Let’s make November a month of thanks!

With appreciation,
Jacqueline and Kristine

OUR STUDENTS, OUR INSPIRATION

Napolean’s dream is to be an educator. Hartnell is here to make his dream possible.

Napoleon Navarro cannot believe he is getting an all-paid trip to Chicago to attend the HACU Conference this year! The Hispanic Association of Colleges and Universities (HACU) provides a unique forum for the sharing of information and ideas for the best and most promising practices in the education of Hispanics.

“It is such a blessing,” he said. “I can’t describe how I feel – but I know it takes hard work to be chosen by such opportunities.”

Navarro, 19, was one of the speakers at the Achieving the Dream Conference at Hartnell College in August. He is in his second year as an agricultural science and education major. His goal is to become a teacher.

“Ever since I was in sixth grade, I wanted to help in the classroom,” he said. “Now, I want to teach agriculture at the high school level.”

He plans to get this goal in motion by first transferring to Cal Poly San Luis Obispo for his bachelor’s degree. He wants to go even further by acquiring his master’s degree in education and later his doctorate.

Navarro is thankful for all the opportunities bestowed upon him at Hartnell College.

“It’s like a second family for me,” he said. “Staff like Belen Gonzalez and Clint Cowden, they have my back. There is always someone to talk to.”

He is an active student and loves to learn. He is a student worker for the Career Center. He takes every opportunity for summer work in the fields, plus internships that provide hands-on experience.

“I interned at Green Rubber Kennedy Ag in Salinas, and every day was unique,” he said.

Napoleon is a member of the Maestros Program, MESA, and is president of the Ag Ambassadors.

“I am always about helping and lifting people up,” he said.

With a full load and a packed schedule, Navarro keeps a 3.8 GPA. He is an inspiration to his little sister and says that his family is proud of his accomplishments.

“Hartnell sets a strong foundation for you to have all you need to succeed,” he said.

HARTNELL NEWS

Join us on November 18th for the 2023 Hartnell College Black and White Gala for the Arts. Guests will enjoy a fun-filled evening filled with incredible food and beverages, a silent auction, and a program honoring current students and alums for their outstanding work in the arts. Guests will be allowed to attend The Western Stage production of It’s a Wonderful Life Live Radio Show Full Length Version on the Mainstage after the event. If you want to support our students and the arts programs, please consider donating to the Fund for the Arts at Hartnell College. To learn more and RSVP, please click here.

DID YOU KNOW?

Give from appreciated stock or your IRA instead of your checkbook.

Giving from stock offers two tax benefits instead of one.

The first benefit is an income tax deduction for the gift made. Like a gift from your checkbook, you can use the income tax benefit if you itemize your giving.

The second benefit comes from bypassing the capital gains tax that would otherwise occur upon the sale of your stock. If you support the Hartnell College Foundation you may give directly from your stock portfolio instead of your checkbook and take advantage of the significant tax savings that go with a long-term appreciated stock gift.

Want to keep your existing portfolio? Immediately following the gift of appreciated stock, you can write a check and reinvest into the same stock, which resets the capital gains at a new level and will reduce the tax burden if you wish to sell it later.

Making a gift from your investment portfolio is an easy process. Please click here to learn more about giving from appreciated stocks or bonds.

Giving from your IRA is giving from pre-taxed assets.

Instead of withdrawing income from your IRA, you can give and not pay income tax on the gifted amount, up to $100,000 per year. If you do not need a part or any of the income, giving from your IRA might be a helpful solution on many fronts. Eligibility for making this charitable gift directly from your IRA (the Qualified Charitable Distribution) begins at age 70 1/2.

Your direct gift from your IRA will also help or fully satisfy your Required Minimum Distribution for the year, which is good news for those who do not need all of their IRA income and wish to redirect their RMD to a nonprofit like the Hartnell College Foundation.

To learn more about giving directly from your IRA, please click here.

What will your legacy be?

If you are thinking about giving the Hartnell College Foundation an estate gift from your will or trust, please contact us or learn more on our website.

If you want a free estate planning guide, please click here.

To make an immediate gift in support of Hartnell students, please click here.

Our very best!


Jacqueline Cruz
Vice President of Advancement and Development
Executive Director, Hartnell College Foundation
jcruz@hartnell.edu
(831) 444-2446 mobile

Kristine Edmunds
Director of Philanthropy
Hartnell College Foundation
(831) 755-6903 Office
(831) 601-0016 Mobile
kedmunds@hartnell.edu 

Dear Hartnell College supporters,

Throughout the year, we invite students and alumni to share their Hartnell story. Those moments are always special to me because I too have a Hartnell story as an alumna and now as a doctorate student about to defend my dissertation at USC. Just like you, I strive to motivate and inspire men and women to follow their dreams. It is also okay to ask for help in the process and to take advantage of the support system built for student success. 

We want to highlight Anabel Guzman, a Hartnell student whose story has inspired us so much that we felt we had to share it with you. Please read her story below.

Our Students, Our Inspiration

Things are looking up for Anabel Guzman!

At age 29, Anabel is a Respiratory Care Practitioner (RCP) student entering her second year in the program at Hartnell College. She plans to continue and earn a bachelor’s in science. She previously earned an associate’s degree in Natural Sciences.

“I was looking into different areas in the medical field and found RCP,” she said. “I knew it would be difficult and scary, but I was determined to do something big for me and my family.”

She has two young children (five and six) whom she wants to guide and inspire. Her sentiment is reflected in her work for Monterey County Caregivers Resource Family Homes based on the main campus.

“I am motivated, a go-getter, responsible, outgoing person who has goals that will help me take care of my kids and provide a safe environment for them,” she said. “I am looking out for me, my children, and those who are counting on me to save lives.”

She relies on student scholarships, the Guardians’ Scholar program, CatCard Vouchers, rent support program, and basic needs scholarships to navigate life and academics. The RCP program is demanding, and she cannot work more than a part-time job to keep up with the load.

Guzman spoke at the Achieving the Dream Rally at Hartnell College in August. Her story is one of challenges and overcoming obstacles. She felt it was time to share her story.

“It’s time to let others know that there are resources available and people willing to help you navigate life and school,” she said.

Guzman and her six siblings ended up in foster care when she was three. Her dad attempted to murder her mom. She survived, and Dad was sent to prison for a 20-year sentence that he is still serving. Her mom was traumatized by the experience, and CPS felt it was in the children’s best interest to have her heal mentally and emotionally from the trauma.

It was six years later that her mom was able to claim her children back. “Mom had to start from zero – to prove herself and get us back,” she said. “I am so proud of her.”

Guzman has never had a relationship with her dad.

She attended North Salinas High School but soon began to hang out with the wrong crowd and ended up on probation. A year later, she was recommended to Rancho Cielo, where she got her second chance. There, she decided to finish high school while receiving support and guidance to move in a positive direction.

She wants to acknowledge the donors and the Hartnell staff who give each year to support students like her.

“Sometimes people go through struggles for long periods, and it is important for a college or institution to have that support system available to students not for a one-time deal but for two, three, or as needed,” she said.

Guzman is determined to achieve her goals. In her spare time, she loves to hike, exercise, cook, go to the beach, or anything to do with the outdoors to spend quality time with her children and family.

“I want my kids to know they can count on and rely on me,” she said. “I want to be their role model and help and guide them.”

Hartnell News

Hartnell Scholarships Make Dreams Possible!


The Hartnell College Foundation annually awards over $800,000 in scholarships to our students due to the generosity of people, businesses, and foundations in the Salinas Valley. These scholarships allow our students to pursue further education without the financial stress it can cause some individuals. Scholarships such as “The Dreamer Fund” support Dreamer students in achieving their educational and personal goals; Hartnell College is a Hispanic-serving institution, and California has the most significant number of undocumented immigrants. This scholarship ensures that this large demographic is uplifted and supported within our campus community.

Killian Scholars, funded by Jack R. and Suzanne W. Killian, comprise a cohort of ten music majors and can include $2,000 of scholarships per semester, private lessons from approved teachers, and funded field trips to universities and concerts.

Our UCSC Pister Scholarship recognizes outstanding Hartnell College transfer students by providing them with $10,000 for each of two years, a robust mentoring program, and work experience opportunities. These scholarships make our campus accessible and a place for students to focus on their personal and educational goals. If you want to become a scholarship donor, please visit our website.

Did you know?

About Your IRA
 

An IRA is a simple tool designed by Congress to help fund your retirement. For years, you have likely deposited pre-tax income into your IRA, 401k, 403b, or 457 government-sponsored plan. Hopefully, the money you have invested has grown so that when you retire, you can withdraw income from your IRA to sustain your lifestyle. Since pre-tax dollars funded your IRA, your withdrawals are taxed as ordinary income, whether taken voluntarily or when required by law.
 

At age 73 and every year that follows, the government requires you to take out a percentage from your IRA, regardless of whether you need the income. You will be penalized for the difference you do not claim if you choose not to withdraw the minimum amount required yearly. Your minimum withdrawal percentage also increases each year after that, and for some, this can present a significant tax burden. This mandatory withdrawal is called a Required Minimum Distribution (RMD).

Give Directly from Your IRA

In 2015, Congress signed the IRA Rollover (PATH Act) into permanent law, making it possible for you to give directly from your financial custodian to a 501(c)(3) nonprofit like The Hartnell College Foundation. Eligibility for making this charitable gift directly from your IRA (the Qualified Charitable Distribution), and only your IRA, begins at age 70 ½.

Instead of withdrawing income from your IRA, you can give and not pay income tax on the gifted amount, up to $100,000 per year. If you do not need the income, giving from your IRA can benefit you and the 501(c)(3).

Your direct gift from your IRA will also help or fully satisfy your Required Minimum Distribution for the year. This is good news for those who do not need their IRA income and wish to redirect their RMD to a nonprofit like The Hartnell College Foundation. To learn more about giving directly from your IRA, please click here.

What will your legacy be?

If you are thinking about giving the Hartnell College Foundation an estate gift from your will or trust, please contact us or learn more on our website.

To make an immediate gift in support of Hartnell students, please click here.

Our very best!

Jacqueline Cruz

Vice President of Advancement and Development, Hartnell College

Executive Director, Hartnell College Foundation

(831) 444-2446 Mobile

jcruz@hartnell.edu

Kristine Edmunds

Director of Philanthropy, Hartnell College Foundation

(831) 755-6903 Office
(831) 601-0016 Mobile

kedmunds@hartnell.edu 

Dear donors and supporters,

Fall is officially upon us and with the changes that are notable in our surroundings, we also witness how our students are embracing their evolution as college undergraduates in search of a better future.

Hartnell College is here for students. The Hartnell College Foundation is also here to support the dreams of countless youth and adults of all ages who aspire to become experts or professionals in their chosen fields. This is why I do what I do! They inspire me to be better and to do more because the end result is beautiful.

This is why the Achieving the Dream Rally on August 25, 2023, was so important to me and to the entire campus community. We got to hear from students and one alumna directly about how Hartnell has or is opening doors of opportunities. They also talked about the challenges they face daily and how adjustments in their dreams are part of growing up. Just know that what you do is making a big difference in the lives of so many of our students.

Wishing you a great start to Fall!

Be well,


Jacqueline Cruz
Vice President of Advancement and Development
Executive Director, Hartnell College Foundation
(831) 444-2446 mobile

RMDs IN ACTION
Pat knows a thing or two about giving back

Pat Donohue is best known at Hartnell College as a dedicated Board Trustee from 2007 to 2020. But she is also a supporter of the arts and women’s education.

“When I became a trustee, I became a donor to the Hartnell College Foundation,” she said. “Then I joined the Council for the Arts and met all these incredible students with talents that were displayed in different productions like the Music Extravaganza.”

Donohue retired from a 37-year career as Director of Parks and Community Service for the City of Watsonville. She found herself being bored at home and that’s when she decided to be a part of the Hartnell community.

She set up an IRA early on in her career and the time came for her to put into effect the required minimum distributions (RMDs). 

“When I found out I had to do this, it felt natural to support the arts and the Women’s Education and Leadership Institute (WELI) through the Hartnell College Foundation,” she said. “This allows me to give in amounts I am comfortable with while making an impact.”

Donohue is enjoying life. She has three stepchildren, nine grandchildren, and three great-grandchildren. She is an avid reader and loves to garden, craft, and decorate. She is co-president of Soroptimist and is active at her church.

To learn more about how to make your IRA work and ideas on how you can support our mission, contact Vice President of Advancement and Development/Executive Director for the Foundation, Jackie Cruz at jcruz@hartnell.edu, or our Director of Philanthropy, Kristine Edmunds at kedmunds@hartnell.edu

What will your legacy be?

If you are thinking about naming the Hartnell College Foundation in your estate plans, contact either 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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