Planned Giving

Bequest Language

The following sample language is intended only as a general guide for those preparing wills or trusts. All bequests to Santa Rosa Junior College should be designated with the Santa Rosa Junior College Foundation as the beneficiary. The Santa Rosa Junior College Foundation is recognized as the official organization to receive and administer gifts and bequests on behalf of Santa Rosa Junior College.

To discuss your specific planned giving designations and how to establish a named legacy fund at the SRJC Foundation, please contact Executive Director, Kate McClintock at (707) 527-4797 or kmcclintock@santarosa.edu.

Unrestricted Bequest
"I give (describe dollar amount, property to be given, or proportion of residuary estate) to the Santa Rosa Junior College Foundation, a non-profit California corporation with its principal offices in Santa Rosa, California, in the County of Sonoma, to be used for the benefit of the College in such a manner as the Santa Rosa Junior College Foundation Board of Directors may elect."

Restricted Bequest
"I give (describe dollar amount, property to be given, or proportion of residuary estate) to the Santa Rosa Junior College Foundation, a non-profit California corporation with its principal offices in Santa Rosa, California, in the County of Sonoma for the purposes of establishing the following restricted fund (indicate purpose)."

"If in the future the Board of Directors of the Santa Rosa Junior College Foundation, in concert with the President and academic leadership of Santa Rosa Junior College determines that the specific purposes for which this fund was established no longer pertain or the programs benefiting from these funds no longer exist, the Board may designate that the funds be used for those purposes and programs at Santa Rosa Junior College which are most closely aligned with the original intent. Such re-designation of funds would be allowed only to the extent permitted by California law and the policies and procedures of Santa Rosa Junior College."

Restricted Named Endowment Fund (Perpetual Resource)
"I hereby leave (describe dollar amount, property to be given, or proportion of residuary estate) of my estate to the Santa Rosa Junior College Foundation of Santa Rosa, California, to constitute an endowment fund which shall be used to establish a (indicate purpose such as scholarship, program, or academic department fund). This fund shall be known as (indicate proposed name of fund). For the purpose of investment, this fund may be combined with other funds of the Santa Rosa Junior College Foundation and administered according to the Santa Rosa Junior College Foundation policies and procedures."

"If in the future the Board of Directors of the Santa Rosa Junior College Foundation, in concert with the President and academic leadership of Santa Rosa Junior College, determines that the specific purposes for which this endowment was established no longer pertain or the programs benefiting from these funds no longer exist, the Board may designate that the funds be used for those purposes and programs at Santa Rosa Junior College which are most closely aligned with the original intent. Such re-designation of funds would be allowed only to the extent permitted by California law and the policies and procedures of Santa Rosa Junior College."

Simple Residuary Bequest
"I give the rest of the property I own at my death to the Santa Rosa Junior College Foundation of Santa Rosa, California, in the County of Sonoma, to be used for unrestricted purposes."

Contingency Bequest
"If (indicate name or names) is not living after the date of my death, I give the remainder of the property I own to the Santa Rosa Junior College Foundation to be used for unrestricted purposes."

For More Information
Please contact SRJC Foundation Executive Director Kate McClintock at (707) 527-4797 or kmcclintock@santarosa.edu.

 

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