Planned Giving
A planned gift is a lasting investment in Hillcrest Christian School, advancing our mission and ensuring our ability to provide Christ-centered excellence in education, partnering with the church and home to prepare the next generation of leaders to advance God’s kingdom. We invite you to leave a legacy for tomorrow by considering one of the planned giving opportunities below.
Consider where you want to make a lasting impact for God’s kingdom. If you have made plans to leave a gift in your will, please notify us of your intention.
Consider where you want to make a lasting impact for God’s kingdom. If you have made plans to leave a gift in your will, please notify us of your intention.
Leave a Planned Gift in Your Will
Charitable gifts included in a will or estate are a great way to support Hillcrest Christian School. Unrestricted gifts give us the greatest flexibility to use funds where they are most needed.
Gifts by will are one of the most important sources of support to ensure Hillcrest Christian School’s mission for generations to come. Unrestricted gifts give us the greatest flexibility to use funds where they are most needed.
Gifts by will are one of the most important sources of support to ensure Hillcrest Christian School’s mission for generations to come. Unrestricted gifts give us the greatest flexibility to use funds where they are most needed.
You may leave HCS:
- A stated dollar amount
- A percentage of your residual estate (what remains after gifts to loved ones and expenses have been paid), or
- A specific asset, such as securities or other marketable property
Name Hillcrest Christian School as a Beneficiary
Naming Hillcrest Christian School as a beneficiary on your retirement account or life insurance policy is an easy way to support Christian education without changing your will or living trust. Beneficiary designation gifts pass directly to HCS without going through the probate process.
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Retirement Accounts
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How to Name HCS as a Beneficiary
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Name HCS as a beneficiary of all or a specified percentage of your IRA, 401(k), 403(b), or other retirement plan.
Individuals who inherit retirement plan assets are usually required to pay income tax on them, so they are often considered among the best assets to leave to charity. |
Ask your retirement plan administrator or financial institution for a change of beneficiary form. Please list us as:
Legal name: Hillcrest Christian School Address: 449 E. Wilbur Rd., Thousand Oaks, CA 91360 Federal tax ID#: 23-7442401 |
Providing For Your Retirement and a Future Gift For Hillcrest Christian School
Charitable remainder trusts provide a stream of income to you in your retirement while gifting the remainder at time to support Hillcrest Christian School.
What is a charitable remainder trust?
A charitable remainder trust allows you to support Hillcrest Christian School while providing income in retirement. You transfer cash, securities, or other assets to the school who places the assets (or comparable cash value) in a trust. The trustee invests the assets, providing monthly or annual disbursements to you for the remainder of your life. When the trust terminates, the remaining amount is given to the school.
What is a charitable remainder trust?
A charitable remainder trust allows you to support Hillcrest Christian School while providing income in retirement. You transfer cash, securities, or other assets to the school who places the assets (or comparable cash value) in a trust. The trustee invests the assets, providing monthly or annual disbursements to you for the remainder of your life. When the trust terminates, the remaining amount is given to the school.
