Together in Community for a Bigger Impact!

STEPPING UP TO SAVE FAMILIES

ERAP was more than a rental assistance program

GIFT AND BEQUEST
Finding the Perfect Blend of Giving

Have you ever heard the phrase “blended gift” and wondered what that meant?  A blended gift is a combination of a current gift and a planned gift. It is a way to support the causes that you care about and make your giving go further.

A giving strategy that may appeal to you is a blended gift that consists of a current gift and a charitable bequest made in your will or trust. A “gift and bequest” can help you achieve your goals. You can provide for your family, establish a financial plan and support the causes that matter most to you.

What Are Your Goals?

• If your charitable goals include seeing how your gifts are making an impact while also leaving a lasting legacy
• If your tax planning goals include reducing your income taxes and avoiding capital gains taxes and future estate taxes
• If your personal and family goals include providing for family with a tax-wise estate plan

Then a current gift combined with a charitable bequest may be right for you.

Let Us Help You 
There are numerous ways to structure blended gifts depending on your unique personal situation. Contact 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 help you create a blended gift strategy to achieve your goals while supporting our mission.