New Haven Legacy Society

Planned Giving Program

Make a Lasting Impact on Education

The New Haven Schools Foundation proudly presents the New Haven Legacy Society, an esteemed community of individuals dedicated to creating a lasting legacy of support for local students and schools in the New Haven Unified School District. By joining this society, you have the power to make a significant impact on the lives of students, teachers, and the entire educational community for years to come.

Planned giving is a remarkable way to ensure that your commitment to education continues into the future and beyond your lifetime. By including the New Haven Schools Foundation in your estate plans or making other long-term financial arrangements, you can create a profound and lasting impact on the future of education in our community. Your generosity will provide resources, opportunities, and vital support that empower students to thrive academically, artistically, and personally.

Choose Your Purpose

Scholarships

Empower Future Generations With Knowledge

The New Haven Legacy Society recognizes the importance of scholarships in transforming the lives of deserving students. By directing your bequest to support a specific scholarship or our scholarship fund, you can provide invaluable opportunities for students to pursue their dreams and unlock their full potential. Your legacy will enable students to access quality education, break barriers, and create a brighter future for themselves and our community.

Grants

Enhance Teaching and Enrich Classrooms

The New Haven Legacy Society also offers opportunities to support teachers, classrooms, and enrichment programs. By directing your bequest to our grant fund, you provide resources for innovative teaching approaches, classroom materials, and extracurricular activities that enhance the learning experience. Your legacy will empower educators to bring their ideas to life, engage students in meaningful ways, and foster a love for learning that lasts a lifetime.

General Support

Make a Difference Where It’s Needed Most

In addition to scholarships and grants, you have the option to contribute to the general support of the New Haven Schools Foundation. Your bequest to general support allows us to address critical needs, seize emerging opportunities, and enhance the overall educational experience. Flexibility to allocate funds where they are most needed helps us respond swiftly to evolving educational landscapes and invest in innovative initiatives that benefit the entire educational ecosystem.

Ways to Give

The New Haven Legacy Society offers a range of giving options to suit your preferences and financial goals. Here are a few meaningful ways you can make a lasting impact:

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Bequests: Leave a gift to the New Haven Schools Foundation in your will or trust. By designating a specific amount or percentage of your estate, you can ensure that your support continues to benefit local schools.
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Retirement Plans: Designate the New Haven Schools Foundation as a beneficiary of your retirement accounts, such as IRAs or 401(k)s. This allows you to support education while potentially minimizing the tax burden on your estate.
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Life Insurance Policies: Name the New Haven Schools Foundation as a beneficiary of your life insurance policy, allowing you to provide substantial support to our schools.
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Charitable Remainder Trusts: Create a charitable remainder trust, ensuring that you or your loved ones receive the benefit of the trust during your lifetime. Afterward, the remaining assets will be directed to the New Haven Schools Foundation.
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Real Estate Donations: Consider donating real estate properties to the New Haven Schools Foundation. By gifting real estate, you can provide significant support to our schools while potentially enjoying tax benefits.
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Stock Transfers: Another impactful way to support the New Haven Schools Foundation is by transferring appreciated stocks or securities. By gifting stocks, you can potentially enjoy tax benefits while making a substantial contribution to our local schools.
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Vehicle Donations: Donate your vehicle to the New Haven Schools Foundation. Your generous contribution will help fund educational programs and initiatives that benefit local students and teachers.

*Consult your financial advisor for tax information or planning advice.

How to Participate

Simply Let Us Know Your Intentions

Sharing your plans with us helps us to plan for the future, and it helps us to apply your gift in the manner you prefer. If you’d like to support a particular scholarship or grant program into the future, we can make it easy through advance planning. Simply submit the form. Please consult your estate planning or tax advisor to make your bequest.

Join the Legacy Society

Send by Mail

If you prefer to bypass electronic submission to communication your intentions, please mail the form here.

New Haven Schools Foundation
P.O. Box 1574
Union City, CA 94587