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Thank you for considering including Hartnell College in your will and estate plans. This website will tell you about the many financial tools at your disposal that allow you to plan your gift so that it benefits Hartnell and also returns tax benefits to you.

For instance, you may designate a gift by naming Hartnell College as a beneficiary in your will, revocable trust, retirement plan, or life insurance policy; by investing in a gift annuity; or by establishing a trust to benefit Hartnell College. Also, as a result of the Pension Protection Act of 2006, it has become particularly attractive for certain individuals to make charitable gifts from their Individual Retirement Accounts through 2007.

We can provide you and your legal advisor with language to include in your will that ensures that your wishes will be carried out. As with any gift, you can designate a program to support, or you can make an unrestricted bequest and let Hartnell determine the best use for the donation. One popular option is to make a bequest in memory of a loved one.

For more information on a gift from your estate to Hartnell College, please contact Beverly Grova, executive director of the Hartnell College Foundation, at (831) 755-6810 or bgrova@hartnell.edu, for a confidential conversation.


Charitable bequests allow you to contribute to Hartnell College without giving away assets you may need during your lifetime. We can provide you and your legal advisor with language to include in your will that ensures that your wishes will be carried out. As with any gift, you can designate a program to support, or you can make an unrestricted bequest and let Hartnell determine the best use for the donation. One popular option is to make a bequest in memory of a loved one.


The Foundation participates in a statewide community college gift annuity program. A charitable gift annuity is a contract in which you exchange a gift of cash or securities for a fixed income each year for the rest of your life (or for the lives of two people). Gift annuities can offer income for life, a tax deduction, a tax-free payout, and a capital gains tax savings, as well as an opportunity to assist the charitable cause of your choice. We can provide you with a free gift annuity analysis by completing the brief questions in our Gift Annuity brochure. Please request a Gift Annuity brochure by phoning the Foundation office at (831) 755-6810.


Under the newly-enacted Pension Protection Act of 2006, there are unique provisions that enable certain individuals to make charitable gifts from their traditional individual retirement accounts (IRAs) over the next two years. Generally, most withdrawals from traditional IRAs were subject to income tax at ordinary rates. The new law permits individuals to donate from traditional IRAs directly to qualifying charities, without recognizing the assets transferred as income.

There are very specific procedures to follow to make a tax-free gift of this type, so check with your tax advisor for the details regarding this charitable vehicle. Please be aware, the check must go directly from the IRA to Hartnell College. And, you cannot receive any value in return that would reduce your deduction in exchange for the gift.

For more information on a gift from your estate to Hartnell College please contact Beverly Grova, Executive Director of the Hartnell College Foundation at (831)755-6810 or bgrova@hartnell.edu for a confidential conversation.