Planned Giving

THE POWER OF PLANNED GIVING

A planned gift has the power to strengthen and protect our library for many years and for future generations. As a person who loves our library, you can leave a legacy that will make an enormous difference for our community and its citizens.

  • BEQUESTS are gifts made by naming the Santa Clara City Library Foundation  as a beneficiary in your will through a specified dollar amount. This is both a simple and popular method for remembering your library in perpetuity. As an alternative, you could bequest a particular asset or percentage of your estate rather than a dollar amount.
  • LIFE INSURANCE can provide an important planned gift for your Library’s future. You may contribute all or part of your insurance policy.
  • RETIREMENT PLANS are one of the simplest and most “tax wise” ways to make a planned gift to your Library. Through your plan provider, you have the option of naming the Santa Clara City Library Foundation as a beneficiary by designating either a stated percentage or dollar amount of your IRA, 401(k), 403(b) or other retirement plan.

Please contact us to discuss how these options and other planned giving options might work for you. Consult with your legal and tax advisors regarding your specific situation. If you have already named the Santa Clara City Library in your estate plans, please let us know.

It’s easy to designate the Santa Clara City Library as a recipient of your planned gift. Simply call us at 408-615-2987 and speak confidentially with Foundation Executive Director Maria Daane or email Maria at mdaane@santaclaraca.gov.

 

 

 

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