You Have Questions, We Have Answers
What You Need to Know About Gift Planning
As more people start to plan for the future, many have questions about making an impact at Serra. We’ve put together a short list of frequently asked questions that you may find helpful as you craft your estate plan and consider giving back.
Q. I’m not able to make a gift at this time, but is there something I can do in the future?
A. Absolutely. There are a variety of different ways to include a gift to Serra High School in your estate plan, many of which don’t require you to part with assets today. Contact Advancement Office to explore your giving options.
Q. How do I designate Serra High School as a beneficiary of my retirement plan assets?
A. Simply contact your plan administrator for a change-of-beneficiary form. Name us as beneficiary, then sign, date and return the form to your provider. Even easier yet—log onto their website and update your designations online.
Q. Can someone at Serra High School tell me more about my options and future benefits?
A. Absolutely. We are happy to walk you through the process and work with your planning team to help you find the best gift option.
Create Your Legacy at Serra
There are many ways you can make an impact at Serra through a future gift. Contact Advancement Office at giving@serrahs.com or 650-573-9935 to learn more.
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.