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Estate Planning

How Planned Giving Benefits You

The Sequoia High School Alumni Association is committed to preserving the rich heritage and academic excellence at Sequoia High School that has become its hallmark since 1895. To accomplish these goals requires considerable volunteer support and ongoing funding. To illustrate ways you can participate in maintaining this legacy, we have listed the following estate planning opportunities:

Gifts of Cash/Stocks/Bonds - Securities owned more than one year that have appreciated in value avoid capital gains tax on those assets when gifted to SHSAA.

Wills and Bequests - Gifts given through your will or revocable living trust can be given to the SHSAA as a percentage, specific amount or residual of your estate.

Retirement Plan Assets - SHSAA can be the beneficiary for all or a percentage of these assets.

Charitable Gift Annuity - When an annuity is established with a gift of cash or property, you receive a tax deduction the first year and a portion tax-free of each annuity payment.

Real Estate Gift - Real estate that has appreciated in value and is subject to capital gains taxes is an excellent asset to use as a charitable donation and can be designated as an outright gift.

Life Insurance Gifts - Designating SHSAA as the owner and beneficiary to a new or existing life insurance policy with the premiums paid by the donor are tax deductible.

We suggest you consult your CPA, attorney or financial planner when considering estate planning. SHSAA is not staffed to provide legal or tax advice. Planned gifts are tax deductible to the extent allowed by law.

The Sequoia High School Alumni Association is a 501(c)(3) non-profit organization (Taxpayer ID # 94-2967009).  The SHSAA Board of Directors appreciates your consideration and thoughtfulness in this matter. You may reach us by phone at (650) 592-5822, by email at sequoiahsalumni@earthlink.net or by mail to SHSAA at P. O. Box 2534, Redwood City, CA 94064-2534.    

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