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IRA Rollover

Did you know that you can reduce your taxes by making a gift from your IRA to SF State? The IRA charitable rollover permits individuals who are 70½ to roll over up to $100,000 directly...

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Personal Planner

Gifts of Cash

Many people use their annual gift exclusion as part of an overall estate planning strategy. Sara: "We had a pretty good year this year. After all the financial changes last year, we decided it was a...

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Donor Stories

Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.

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Washington News

Peak IRS Filing Season after Presidents Day Holiday

The two weeks after Presidents Day is usually peak IRS filing season. The IRS reports that the number of tax returns and refunds is down slightly from last year. As of February 7, 2020, the IRS had...

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