Planned Giving
An Enduring Legacy
For inquiries about gifts and donations to the Gardens, please contact Patricia Williams, Chief Financial Officer, at 909-624-5061 or pwilliams@the-gardens.org.
Bequests
A bequest is the simplest type of planned gift and one of the easiest to implement. A bequest is a gift to Congregational Homes, Inc. designated through your will or estate plan. Bequests may transfer a specific dollar amount or a percentage of an estate.
Charitable Gift Annuities
A charitable gift annuity is an agreement between you and Congregational Homes, Inc., in which an irrevocable donation of cash, stocks, or appreciated property is made. In return, you receive a lifetime guaranteed income and a charitable deduction for a portion of your gift. The amount remaining at the end of your life will then be used per your designation.
Charitable Remainder Trust
A charitable remainder trust is a gift that turns an appreciated asset of stock or property producing little or no income into a productive asset frequently avoiding capital gains on the sale of the asset. Although you donate the asset to Congregational Homes, Inc., you continue to use or receive income from it during your lifetime. Congregational Homes then receives the principal after a specified time period. You avoid a capital gains tax on the donated asset and receive an income tax deduction for the fair market value of the remainder interest that the trust earned. This gift also reduces subsequent estate taxes because it removes the asset from your estate.
Real Property
Real property includes all gifts of real estate. This may include a residence, vacation home, commercial property, or undeveloped land. Real property also includes gifts of artwork.
Congregational Homes, Inc. (dba Mt. San Antonio Gardens) is a not-for-profit, 501 (c) (3) charitable organization, making your gift to the Gardens tax deductible as permitted by law. Tax ID #952047121
Jay Labinger is a Gardens resident, he was born and raised in Los Angeles, CA. Jay received his Bachelor of Science in Chemistry from Harvey Mudd College. He attended Harvard University where he earned a Ph.D. He was an Assistant Professor of Chemistry at the University of Notre Dame. His career has included positions with Occidental Research Corporation & Atlantic Richfield. He is the Administrator of Beckman Institute at the California Institute of Technology as well as a Faculty Associate in the Chemistry Department. He enjoys reading, playing the piano, tennis and traveling. He has published books on the history of chemistry, sociology of science and literature & science. Here at the Gardens, Jay is part of the Conservation & Sustainability Committee the Green Fund as well as many other groups through the Gardens Club.
Jane Hurd is a Gardens resident, she was born & raised in a small town in Arkansas. After she received her BA from the University of Arkansas she moved to California and taught seventh grade English in Porterville CA. After two years she moved to Los Angeles and worked for the Department of Health Services and pursued a master’s degree in public administration from USC. She served as CEO for two Los Angeles area hospitals. She continues to consult as an executive coach for CEOs of healthcare companies. She has served on several boards including Mutual of America Insurance Company, YMCA of Metropolitan LA, LA Visiting Nurses Association and Inland Empire Girl Scouts. Jane is an award-winning author and plays several musical instruments. Here at the Gardens, Jane is part of the newly formed Bequest Committee, as well as many other groups through the Gardens Club.
