Planned Giving

Continue to Support Santa Rosa Junior College After Your Lifetime With a Beneficiary Designation

Want to learn more about making tax-wise gifts? Download our FREE guide Beneficiary Designations: The 3 Easiest Ways to Leave Your Legacy.

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Passionate about supporting Santa Rosa Junior College students even after your lifetime? It's not only possible, it's easy to do with a beneficiary designation. Just name SRJC Foundation as a beneficiary to receive assets such as retirement plans and life insurance policies after you're gone. You simply fill out a form that is entirely separate from your will—which makes this approach an easy way to give.

Not only is it an easy way to give, but it's also flexible—you aren't locked into the choices you make today. You can review and adjust beneficiary designations anytime you want.

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Learn How to Fund It

You can name us beneficiary of the following assets:

  1. Contact Kate McClintock at (707) 527-4797 or kmcclintock@santarosa.edu for additional information on beneficiary designations and how they can help support SRJC Foundation with our mission.
  2. Talk to your financial or legal advisor to learn which assets will or will not trigger taxable income when paid to a beneficiary.
  3. If you name SRJC Foundation in your plans, please use our legal name and federal tax ID.

Legal name: Santa Rosa Junior College Foundation
Located in: 1501 Mendocino Avenue, Santa Rosa, CA 95401
Federal tax ID number: 94-1735861

Want to learn more about making tax-wise gifts? Download our FREE guide Beneficiary Designations: The 3 Easiest Ways to Leave Your Legacy.

View My Free Brochure

Make Sure You Have a Plan for All Your Assets.

Download our FREE Personal Estate Planning Kit