Planned Giving

Planned Giving

Leaving a Legacy at MJC

Planned giving is a technique that offers you the maximum personal benefits for your charitable giving. Through favorable tax treatments, planned giving may offer you ways to make more significant gifts than you might have otherwise thought possible.

With careful planning, it is possible to reduce or eliminate income tax, capital gains taxes, and other “transferable” taxes such as estate taxes, gift taxes and generation-skipping taxes. Through some gift options, you can enjoy these tax savings while converting appreciated assets into an income for yourself and others.

Planned giving is a tool that helps you achieve your charitable goals for MJC and enhances your financial plans and security.

Gift annuities, charitable remainder trusts, and charitable lead trusts are examples of some planned giving vehicles. By giving such gifts, you also become a member of the Legacy Society at Modesto Junior College.

Planned gifts to the MJC Foundation may require the assistance of a professional, such as a CPA, attorney, trust officer, certified life underwriter, realtor and College staff member.

For more information, contact the MJC Foundation Office at 209-575-6714