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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 $111,000 directly...

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Personal Planner

Gift Tax Surprise

Bill: "Every year I pay income tax. And when I pass away my estate will owe tax. But I was absolutely stunned today to hear that I might even have to pay a gift tax! Do you mean that if I give...

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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

Guidance Issued for Child IRA Accounts

The Treasury Department and the Internal Revenue Service (IRS) recently issued guidance regarding the new child IRA accounts, also known as "Trump Accounts." In Revenue Procedure 2026-25,...

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