Leaving Your Legacy: The Benefits of Making a Planned Gift to The Sanville Institute
There is no better time than today to leave a gift to The Sanville Institute in your will or living trust.
Here are two good reasons why.
1. Your planned gift will help to raise the bar in psychotherapeutic education in California and make a difference in the lives of vulnerable clients.
Over the past forty years, The Sanville Institute for Clinical Social Work and Psychotherapy has trained advanced-practice mental health professionals to take a relational, culturally-informed approach to client services.
The Institute offers working professionals an exciting individualized program leading to a PhD in clinical social work or a two-year advanced certificate in psychotherapy.
Sanville’s pioneering educational model integrates theory and clinical practice in cultural context, preparing students for leadership in community-based organizations, agency supervision, clinical administration, advanced practice, teaching, research, and writing.
Since 1991, the Institute’s faculty and alumni have volunteered their time and talent to provide psychotherapy to economically disadvantaged clients and to master’s-level students studying to become psychotherapists.
With your support, the Institute can continue to provide these needed services to vulnerable populations such as returning combat veterans, undocumented immigrants, and refugees suffering from complex trauma as well as to new generations of leaders in the field of psychotherapeutic practice.
2. Your planned gift is a smart investment.
By leaving a gift to The Sanville Institute in your will, living trust, or other estate document, you can achieve your charitable goal of doing good in the world by helping others for many years to come while you advance your personal financial goals.
Depending on the size of your estate and the amount of assets that you set aside for The Sanville Institute, the potential tax savings could be substantial.
Ways to Give
Creating a will or revocable trust gives you the flexibility to leave a gift to charity with an unlimited estate tax deduction, and you can change the bequest amount at any time.
Naming Sanville as a full or partial beneficiary in your IRA, 401(k), or life insurance policy will reduce estate tax penalties to your heirs.
You can leave other assets such as stocks and real estate to the Institute after your lifetime and still receive a current income tax deduction and estate tax savings while avoiding probate on real estate and the burden of selling your property.
ESTABLISH A SCHOLARSHIP
You may want to consider making a donation or establishing a scholarship fund in honor or in memory of someone who is or was an important influence in your life.
MATCHING-GIFT PROGRAMS AT WORK
Find out if your employer has a matching gift program or would support the community by starting such a program. Through Matching Gift Programs, employers are able to demonstrate their support of you by “matching” the amount of your donation to The Sanville Institute.
GIFTS OF APPRECIATED SECURITIES
You may reduce your tax on the gain of stocks, bonds, and other securities by donating them to The Sanville Institute. When you make a gift of appreciated securities, it generally not only qualifies for an income-tax deduction, but also avoids long-term capital gains tax. Check with your financial advisor to review how gifting appreciated securities might benefit you.
GIFTS OF LIFE INSURANCE
You may make a gift to The Sanville Institute through the proceeds of a life-insurance policy.
THANK YOU for your gift – however you choose to give it!