Alumni & Friends

Tax Smart Options

Besides tangibly supporting excellent Christian education, giving to PUC can be advantageous come tax day as well. There are many ways to give to PUC. All of them can provide a tax break, but some can do even more to minimize current and future taxes. For more information about any of these options, contact the Planned Giving office at (707) 965-6596.

10 Tax Smart Ways to Give: Making the Choice That's Right for You

  1. Cash
    With a little planning, your tax-deductible gift can start working immediately.
  2. Wills and Revocable Trusts
    Add a short sentence to your will to remember PUC. Your last gift may be a better tax planning tool than you realize.
  3. Real Estate
    The most flexible tax planning gift with many options. Gift a portion or all of a property to PUC.
  4. Personal Property
    Optimize the value of a car, boat or other piece of personal property through a donation.
  5. Life Insurance
    Name PUC as a beneficiary or assign the policy to PUC to reduce estate taxes.
  6. IRAs
    Giving to PUC through your individual retirement accounts can reduce the amount due in estate tax and leave more to the estate.
  7. Charitable Remainder Trust
    An investment for yourself and PUC that comes with a tax break. Give to PUC and still collect income for yourself or for your heirs.
  8. Charitable Gift Annuity
    A gift that returns a guaranteed life income-and part of it's tax-free. Give to PUC and receive a guaranteed income in exchange.
  9. Charitable Lead Trust
    Transfer property to heirs and reduce gift tax. Give to PUC for a set period of time and reduce future appreciation liabilities for your heirs.
  10. Stock & Securities
    Giving appreciated stock in various ways can put IRS money to work for PUC.