ADDITIONAL GIVING OPTIONS
Give Appreciated Securities
If you have held an appreciated stock or mutual fund for more than one year, you can donate those securities to First Graduate and receive a tax deduction for their full fair market value, and avoid paying any capital gains tax. Please discuss this gifting strategy with your tax professional prior to making the gift so that you are certain of the benefits in your particular situation.
First Graduate’s broker is Blake Freeman at Wells Fargo Advisors, LLC: SINDER/ROHRER/ROSS/FREEMAN; Phone: 415-396-6733. DTC#: 0141. For benefit of: #20316072. TAX ID #: 94-3381171.
Join Our Legacy Circle
- Name First Graduate in your will or estate plan as a recipient of a set percentage or dollar amount of your estate
- Designate First Graduate as a beneficiary to a life insurance policy, retirement fund, or IRA
- Make a bequest of real estate, a valuable work of art or other personal property
Unrestricted gifts provide First Graduate with the maximum flexibility to use funds where the need is greatest. If you wish to designate a more specific purpose to your gift, please let us know, so we can ensure that we will be able to honor your wishes.
The following sample provision may be helpful to you and your attorney:
I bequeath to First Graduate, 2973 16th Street, Suite 400 San Francisco, CA 94103, the sum of $ _________ * [or ________ percent of my estate] for its general charitable and educational purposes.
If you have made a provision in your will, or would like more information about the First Graduate Legacy Circle, please contact Terri Forman in the Development Office at (415) 343-5086.
We encourage you to seek legal counsel when considering these types of gifts. The information presented here is not offered as legal or tax advice.