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

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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.

Sale and Unitrust
Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>.

The Retirement Unitrust
Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>.

Generous IRA Gift
Jerry is a fireman who volunteers for a number of charities in his community. Recently, Mt. San Antonio College Foundation shared an opportunity to join in a new program with a positive impact. Jerry was excited to help, but a lead gift of $10,000 was needed to start the program. More on Generous IRA Gift >>.

Property Turns Into Income
Miranda Jackson lived in the family home where she and her husband had raised their three children. After her husband passed away, Miranda found it increasingly difficult to care for her property. More on Property Turns Into Income >>.

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.