by telephone | by mail
or fax | stocks and securities | real
estate | insurance | IRA | gifts
in kind | matching gifts | pledges
| memorial and honorary | payroll
deduction
SSU accepts credit card gifts by telephone. The Office of
Development accepts telephone gifts from 8:00 a.m. to 4:30 p.m.
Monday-Friday. Please call 707.664.2712 for assistance in making
your gift. back to top
You can give your gift by mail or fax using a check or credit
card. Simply complete the SSU Gift Form, print, and mail or
fax to SSU. If submitting a gift by mail, please use the address
below. You may include a check payable to Sonoma State University
Academic Foundation or your credit card information. SSU accepts
VISA and MasterCard.
back to top
Download the SSU Gift Form page
1 (600KB pdf)
Download the SSU Gift Form page
2 (450KB pdf)
Sonoma State University
Office of Development
Stevenson Hall, Room 1024
1801 E. Cotati Avenue
Rohnert Park, California 94928-3609
If submitting a gift by fax, please make sure you include your
credit card information.
Fax the form to: 707.664.2952
back to
top
A stock portfolio is often among the most valuable assets you
own, and one that carries substantial capital gain appreciation
in value. The downside to assets that have increased in value over
the years is that the IRS may apply taxes of up to 28 percent on
your capital gain. With careful planning, you can reduce or even
avoid federal capital gains tax.
To make a gift of stock, just fill out the Securities Transfer
Form and ask your broker to transfer shares using the following
information:
Please deliver through:
Morgan Stanley c/SSU Academic Foundation, Inc.
DTC: 0015 FBO
ACCT#: 122-081113-400
Download the Securities Transfer
Form (600KB pdf)
For assistance, please contact Patricia McNeill at 707.664.3440/patricia.mcneill@sonoma.edu
back
to top
If you have owned your home or other real estate for a long
time, it has most certainly increased in value. When you make
an outright gift of real property held for more than a year, you
obtain an income tax charitable deduction equal to the propertys
full fair market value. This deduction lets you reduce the cost
of making the gift and frees up cash that otherwise would have been
used to pay taxes. By donating the property to SSU, you also avoid
capital gains tax on the propertys appreciation.
For information regarding a gift of real estate to SSU, please
contact Patricia McNeill at 707.664.3440/patricia.mcneill@sonoma.edu
back
to top
Life insurance can be a tool for many purposes and may be used
as one of your charitable gift options. One way to achieve this
is through the purchase of a new life insurance policy naming Sonoma
State University as the owner and beneficiary. Premiums are paid
to the insurer and are tax deductible if the organization is the
irrevocable owner and beneficiary of the policy. Premium payments
may have significant federal income tax deduction of up to 50% of
the adjusted gross income of the donor, with a 5-year carry forward
of any excess. Favorable gift and estate tax consequences may also
result from such a gift.
Another life insurance gift option is to name Sonoma State University
as the first, second, or contingent beneficiary of an existing policy.
This is easily accomplished by changing the beneficiary information
with the policyholder.
For information regarding how to name SSU as the owner and beneficiary
or a new or existing life insurance policy, please contact Patricia McNeill, Vice President for Development 707.664.3440/patricia.mcneill@sonoma.edu
back
to top
Gifts in kind are non-monetary items of tangible personal property
or other physical assets that represent value to the University.
Examples might include equipment, books, and artwork. In addition,
if you itemize your income tax return, your in-kind donation to
SSU may reduce your adjusted gross income. Gifts in excess of $500
should be accompanied by a fair market estimation from the donor.
Gifts that exceed $5,000 are subject to the IRS requirement of an
independent licensed appraisal. Please use the Gifts In Kind form
when making an in kind gift to SSU.
Download the Gifts In Kind
form (640KB pdf)
For information regarding gifts in kind to SSU, please contact Patricia McNeill at 707.664.3440/patricia.mcneill@sonoma.edu
back
to top
Numerous organizations and corporations will double or triple
gifts made to educational institutions from employees, spouses and
retirees. Is your company one of them? The Matching Gift Program
is an excellent and sometimes overlooked means to substantially
multiply gifts to the University. Matching gifts are easy to make
and most human resource departments have a simple form available
for you to include with your gift to the University.
To find out if your employer (or your spouse's employer) has a
matching gift program, please contact the Human Resources department
where you work, or call the SSU development office at 707.664.2712.
back to top
A pledge gift is often more advantageous as the donation can
be made over one or more years. To make a pledge gift to SSU,
simply sign and return the Donor Pledge Form. Upon receipt of the
pledge payment, the Development Department will issue a letter for
tax purposes.
Download the Donor Pledge
form (620KB pdf)
back to top
Memorial and honorary gifts may be specifically designated "in
memory or honor of" loved ones, family members, friends,
faculty members, classmates or those who have made a lasting impact
on the lives of others. Memorial and honorary gifts may be submitted
through our secure online donation website, or by
fax or mail by on our SSU Gift Form.
Download the SSU Gift Form page
1 (600KB pdf)
Download the SSU Gift Form page
2 (450KB pdf)
For questions or assistance with a memorial or honorary gift, please
contact Janet Hankes at 707.664.3343/janet.hankes@sonoma.edu
back to top
Sonoma State University employees are invited to make contributions
to SSU via payroll deduction. You may choose any amount of deduction
(not less than $5.00 per deduction), how often you wish the deduction
to be withdrawn, and designate your gifts for a specific purpose.
To enroll in the payroll deduction program or change the status
of an existing deduction, please fill out the Payroll Deduction
Form and return it to the Office of Development, attn: Janet Hankes.
Download the Payroll Deduction
Form (860KB pdf)
For specific questions regarding the payroll deduction process,
please call Janet Hankes at 707.664.3343/janet.hankes@sonoma.edu
back to top
|