Planned Giving Home

Planned Giving Home

Professional Advisors

Welcome to Mt. San Antonio College Foundation
Legacy Gift Planing

"When you give a person the opportunity for an education, you're giving more than books, lectures or exams. You're investing in an opportunity for a whole new life. With you're legacy gift you're investing in Mt. SAC students...and the future of our country."

Richard H. Morley
Executive Director

Your legacy gift will provide scholarships for Mt. SAC students that will have life changing results. We invite you to create your legacy here...right now...online. All of the tools and information you need are here, online, but please contact us at 909-594-5611, extension 5438 for a personal visit to discuss how you and your family can benefit now from a life-changing legacy gift for Mt. SAC students.

Wills Guide

Click here to learn more.

IRA Gift Video

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Benefits for Family and Mt. San Antonio College Foundation

There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.

Part Gift and Part Sale
Sue and Jim Wilson bought their first home many years ago. As they were landscaping in the yard, painting and fixing up that home, Jim was impressed with the home improvement store. More on Part Gift and Part Sale >>.

Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones. More on Current Gifts >>.

A Bequest to Further Good Work
Nancy and David Atkins were dedicated volunteers. Over the years, they had seen many individuals impacted by the good work of our organization. They wanted to create a legacy to provide future support to continue our mission. More on A Bequest to Further Good Work >>.

Deferred Gift Annuity
Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later. More on Deferred Gift Annuity >>.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

Richard H. Morley
Executive Director

Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.

Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact rmorley@mtsac.edu.

If you are a professional advisor, you may take the following steps on this site.