Gift Designation Opportunities

Annual Fund

Planned Giving

Scholarship Fund


Please direct inquiries to Melissa Barrow in our Advancement Office
Phone:  408-354-2346 ext. 250

 

Future gifts can be made through one’s estate. Wills, charitable remainder trusts, and life insurance policies offer the opportunity to leave a lasting legacy to benefit future guests of Presentation Center.  Members of our Presentation Center Legacy Society are donors who have generously named Presentation Center as a charitable beneficiary through various estate planning options. These donations contribute significant support to the sustainability of our historic property.

Planned Giving options:

  • Bequests
  • Living Trusts
  • Retirement Plans
  • Certificates of Deposit
  • Savings Account
  • Life Insurance
  • Charitable Gift Annuity
  • Charitable Remainder Trusts
  • Charitable Lead Trust

Please contact your estate/financial planner or life insurance professional for advisement of your options.

When making a planned gift, it is important to clearly state your intent in your will or trust. A sample of the proper bequest language for Presentation Center is:  “I, [name], of [city, state, ZIP], give, devise and bequeath to Presentation Center, [written amount or percentage of the estate or description of property] for its unrestricted use and purpose.”

For your reference, our Federal Tax I.D. number is: 94-1406294.

Please contact Anna O’Connor at 408-354-2346 for more information or print and mail the Legacy Society Membership Form.