Planned Giving

[She] frequently used the Santa Clara Libraries for over 35 years and believed in the freedom to read, educate, and inspire. She felt those to be human rights and knew the public libraries were a vital key in providing those resources and more. This [bequest] is her way of saying thank you for all your facility had to offer and to help ensure it can continue its vital purpose in the Santa Clara community.

It can be difficult to be charitable when your budget is tight. But there are ways to make deferred gifts to the Santa Clara City Library Foundation & Friends that can make a significant difference. These are called planned gifts.

 

Types of Planned Gifts

  • Bequests are made by naming the Santa Clara City Library Foundation & Friends as a beneficiary in your will. This is a simple and popular method for remembering your library. You can bequeath a specific dollar amount, a particular asset, or a percentage of your estate.
  • Life insurance can provide an important 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. You can name the Santa Clara City Library Foundation & Friends as a beneficiary of your IRA, 401(k), or other retirement plan by designating either a dollar amount or percentage of your plan.

 

Contact Us

It’s easy to designate the Santa Clara City Library as a recipient of your planned gift. Simply call us at 408-615-2936 and speak confidentially with Foundation Executive Director Tracy Wingrove or email at twingrove@santaclaraca.gov to discuss how these 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, thank you and please let us know.

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