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Ways to Give
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Gift type |
Your goal |
How to make the gift |
The benefits |
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Outright gift of cash |
Make a quick and easy gift |
Simply write a check or make a credit card donation on our secure server or download our giving form |
Immediate income tax deduction subject to some limitations |
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Outright gift of securities |
Avoid long-term capital gain tax |
Contribute appreciated stock or other securities prior to their sale |
Immediate income tax deduction and elimination of capital gains tax |
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Outright gift of personal property |
Give the enjoyment of a collection or other personal items |
Donate tangible personal property for SJSU's use - For more information, contact Anne Johnson at 408-924-1141 |
Immediate income tax deduction, available subject to certain valuation requirements |
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Outright gift of real estate |
Avoid capital gains tax on sale of home or other real estate |
Donate the real estate prior to its sale or make partial gift (called a "bargain sale") - For more information, contact Anne Johnson at 408-924-1141 |
Immediate income tax deduction; elimination of some or all capital gains taxes |
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Make a large gift with little cost to you |
Name SJSU as the owner of a current or new policy or name SJSU as the beneficiary of a policy - For more information, contact Anne Johnson at 408-924-1141 |
The gift of ownership yields an immediate income tax deduction. The gift of beneficiary designation removes asset from your estate |
Gifts with Future Benefits
| Gift type | Your goal | How to make the gift | The benefits |
| Bequest* | Defer a gift until after your lifetime | Name SJSU in your will (designate a specific amount, percentage or share of the residue). | Gift qualifies for federal and state tax deductions and may memorialize your current giving pattern |
| Revocable living trust* | Make a gift now that gives benefits later | Name SJSU as the beneficiary of assets in your living trust similar to that of a will | You maintain control of the trust during your lifetime. Tax benefits are the same as for a will and your estate passes free of probate |
| Gift of retirement plan assets* | Simple method to avoid income tax, inheritance tax and federal estate tax | Name SJSU as the beneficiary (partial or complete) of IRAs or other retirement plans | Avoids triple tax which may be due at your death and provides charitable deductions to your estate |
Gifts with Combined Benefits
| Gift type | Your goal | How to make the gift | The benefits |
| Reserved life estate in real estate* | Give personal residence or farm now but continue to live there for life | Change title to the real estate with provision that you live there for life | Current income tax deduction for remainder of value; lifetime use; removal from your estate |
| Charitable gift annuity* | Supplement income with fixed annuity payments, part of which is tax-free to you | Enter into gift annuity agreement whereby you transfer assets to us in exchange for lifeline annuity payments for you (and your spouse) | Current income tax deduction and secure annuity payments for life at a rate related to your life expectancy |
| Charitable remainder trust* | Create a secure stream of income for life with ultimate gift to SJSU | Create a trust which provides you with income annually, either at a fixed or changing amount | Immediate income tax deduction, assets are removed from your estate |
| Charitable lead trust* | Reduce gift and estate taxes on transfers to heirs while providing income to SJSU | Create a trust which provides income to SJSU for a term of years with remainder to heirs | May reduce your taxable estate while transferring rapidly appreciating assets to your heirs |
*automatically enrolls you in the Heritage Society, our planned giving recognition society
- Donate Online
- Establish an Endowment
- Who Benefits
- Corporate Matching Gifts
- Corporate and Foundation Relations
- Tower Foundation
- back
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Development
Division of University Advancement
One Washington Square
San José, CA 95192-0257
408-924-1473
