Legacy Giving

Legacy Giving: Leave a Lasting Impact to Peninsula Bridge

At Peninsula Bridge, your support ensures that we can continue our mission to empower underserved students with the resources and opportunities they need to succeed academically and beyond. By making a planned or legacy gift, you create a lasting impact that benefits students for generations to come. Your legacy will live on, fostering educational equity and opportunity.

What is Legacy Giving?

Legacy giving, or planned giving, allows you to make a charitable gift that aligns with your financial goals and benefits Peninsula Bridge in the future. These forward-looking gifts are arranged through your estate plan, enabling you to leave a meaningful legacy while continuing to support the
causes that matter most to you.

The Peninsula Bridge Legacy Circle

When you leave a planned gift to Peninsula Bridge, you become a member of the Peninsula Bridge Legacy Circle. This special group of supporters has made an enduring commitment to the sustainability of our organization and mission. Legacy Circle members play a vital role in ensuring that Peninsula Bridge continues to serve underserved students in our community for years to come.

Why Make a Planned Gift?

  • Fulfill Your Values: Leave a legacy that reflects your commitment to educational equity and opportunity.

  • Financial Flexibility: Enjoy financial benefits such as tax deductions, reduced estate taxes, and lifetime income with certain planned gifts.

  • Sustain Peninsula Bridge’s Mission: Your planned gift helps secure the future of Peninsula Bridge, ensuring that underserved students receive life-changing support.

For more information about legacy giving and joining the Peninsula Bridge Legacy Circle, please contact Devon Gold at devon@peninsulabridge.org for a confidential conversation. Your generosity will create a brighter future for our deserving scholars.

Legacy Giving Options

  • Bequest in Your Will or Living Trust

    A bequest in your will or living trust is one of the simplest ways to make a planned gift. You can specify a dollar amount, percentage of your estate, or particular asset to Peninsula Bridge. Suggested Language

    Benefits: Flexible, revocable, and may reduce the taxable value of your estate.

  • Life Insurance Remainder

    Designating Peninsula Bridge as the beneficiary of a life insurance policy allows you to make a significant gift by donating an existing policy or taking out a new one.

    Benefits: Cost-effective way to leave a large gift, with potential tax advantages.

  • DAF Remainder

    If you're looking to make a meaningful impact, consider leveraging your Donor-Advised Fund (DAF) to support our transformative mission. This strategic approach to philanthropy enables you to create a profound and lasting difference in the lives of our students and their families.

  • Retirement Plan Assets

    Naming Peninsula Bridge as a beneficiary of your retirement plan (IRA, 401(k), etc.) is a tax-efficient way to support the organization.

    Benefits: Retirement assets gifted to a nonprofit are tax-free, allowing the full value of your gift to support our mission.

  • Charitable Lead Trust

    A charitable lead trust provides annual income to Peninsula Bridge for a designated period, with the remainder of the assets returning to your beneficiaries.

    Benefits: Support Peninsula Bridge now, while reducing potential estate and gift taxes for your heirs.

  • Real Estate

    Consider a gift of real estate such as a personal residence, vacation home, undeveloped land or other real property. 

    Benefits: Support Peninsula Bridge without touching your bank account, avoid capital gains taxes, qualify for a federal income tax charitable deduction, and avoid the costs and hassle of a real estate sale.