Planned Gifts

Support Pima College during and beyond your lifetime.  By including specific language in a will or trust naming the Pima Community College Foundation as the recipient of a gift, donors help ensure the future of the College's services and programs in the community, and can further their financial goals.  These gifts may provide immediate income and substantial tax savings for the donor.

Bequests

The easiest way to make a planned gift is a bequest through your will.

Your bequest to the PCC Foundation may be a specific dollar amount, or it may be a percentage of your estate.  You may determine how your gift will be used and whether it will be established as an endowment fund.

The recommended will language is:

“I give the sum of $_____ -or- I give _____ percent of my estate to the Pima Community College Foundation, a  non-profit charitable foundation located in Tucson, Arizona, Tax ID #86-0345089, to be utilized for the purpose of (meeting the greatest needs of the College, providing scholarships, establishing an endowment, etc.).”

Charitable Gift Annuities

Transfer assets to the Foundation in exchange for a guaranteed schedule of lifetime payments to you and up to one other beneficiary.

You benefit with

• increased cash flow.
• income tax savings if established during your lifetime.
• possible estate tax savings.
• partial or complete bypass of capital gains tax when the gift is funded with appreciated property.

Charitable Remainder Trust

Name the Foundation as a recipient of a trust you establish.

• The trust makes periodic payments to you and/or your beneficiaries.
• When the trust terminates, the remaining property becomes a Foundation asset.

Your benefits are the same as for charitable gift annuities.

Life Estate Agreements

Convey the title of real property, typically a primary residence, to the Foundation.

• You can use the property for your lifetime.
• When you die, the property becomes a Foundation asset.

You benefit with

• freedom from ongoing asset custody, investment and administrative responsibilities.
• estate tax savings.

Retirement Plan Assets

Name the Foundation as a beneficiary of your retirement plan.

You benefit with

• lifetime control of assets.
• estate tax savings for estates over a certain value.
• the option to change beneficiaries if necessary.

Life Insurance Policies

Name the Foundation as a partial beneficiary or owner of a life insurance policy.
You benefit with an applicable charitable tax deduction.