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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

Family Business Bailouts

Joe and June started Children's Clothing Company 30 years ago. They are now both age 65 and are interested in retiring. Their daughter Susan is currently the company president and their son Michael is...

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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

Automatic Unemployment Compensation Refunds

On March 31, 2021, the IRS announced that it will automatically process refunds for taxpayers who qualify for the exclusion of up to $10,200 of unemployment compensation benefits. Due to the COVID-19...

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