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IRA Rollover

Did you know that you can reduce your taxes by making a gift from your IRA to SF State? The IRA charitable rollover permits individuals who are 70½ to roll over up to $111,000 directly...

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Personal Planner

Family Business - Sell and Retire

Bill and Alice started their family business many years ago. The early years were very challenging. Both worked without salary and it was a great struggle to finally get the business on a solid...

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Donor Stories

Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.

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Washington News

Child IRA Accounts Launched

The Department of Treasury has announced the activation of the new child IRA accounts also known as "Trump Accounts." These tax-deferred accounts formally launch later this summer. Treasury...

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