The Legacy society

Legacy Society logo


What is the Legacy Society?

The Hillsborough schools are the heart of our community. The Legacy Society honors donors who make provisions in their estate plans to support the Hillsborough Schools Foundation (HSF) and its mission to empower academic excellence in our schools. Click here for the Legacy Society brochure.

 

Become a Member


Joining the Legacy Society is easy - once you have included HSF as part of your estate plan, click here to fill out the enrollment form. You do not need to disclose the size of your gift.


Benefits of Planned Giving

  • Tax Advantages: Reduce estate and capital gains taxes as well as provide income tax deductions.

  • Helps our Community’s Youth: You gift goes directly to the HSF Endowment Fund to enhance the quality of education provided by the Hillsborough City School District.

  • Builds Your Personal Legacy: Your philanthropic gift reflects your commitment to education and our community.

  • Community Building: You will be recognized annually as a Legacy Society member and will be invited to HSF donor recognition events.


Ways to Give

  • Bequest: Specify in your will or living trust a dollar amount, percentage, asset, or share of the residual amount.

  • Life Income Gifts: Create a Charitable Gift Annuity or Charitable Remainder Trust to receive an immediate income tax deduction on a portion of the gift as well as income for life or a term of years.

  • Retirement Plans: Name HSF as whole or partial beneficiary of your plan or make a current gift of up to  $100,000 annually from an IRA rollover transfer.

  • Life Insurance: Name HSF as whole or partial beneficiary of your policy.  Name HSF as owner of the policy for a current income tax deduction.

  • Charitable Lead Trust: Create a trust that makes payments to HSF for a term of years.  The remainder goes to your designated beneficiaries.

  • Real Estate: Donate your home, vacation home, undeveloped property or commercial building.

For more information, please contact Cynthia Foster at (650) 344-6855 or legacygiving@hsf.org.

The information provided above is not intended as legal, financial, or tax advice.  Please consult your own advisor for individual estate planning.