Legacy Giving
There are several meaningful ways to leave a lasting legacy through a planned gift to Samueli Academy. Many of these options provide significant tax advantages and, in some cases, can generate income for you or your loved ones. Most importantly, your legacy gift helps ensure that Samueli Academy’s programs remain strong, relevant, and responsive to the evolving needs of our students. Below are a few of the many ways you can make a lasting impact on future generations.
Cash and Stock Gifts
Bequests and Retirement Plans
Life Income Gifts
Charitable Lead Trust
Retained Life Estates
Life Insurance
If you are interested in how your legacy can support the mission of Samueli Academy for years to come, please contact Alex Vrabeck, Director of Development, at avrabeck@samueliacademy.org or (949) 266-7925.
As always, we encourage you to consult with your tax, legal, and financial advisors to determine the best giving option for you and your family.
Should you decide to include Samueli Academy in your legacy giving, please share this good news with us!
