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Welcome to MiraCosta College
Legacy Planning

Linda Fogerson
Executive Director

Thank you for visiting! Have you thought about how you will communicate the values you have held so dear during your lifetime? If you are like 80% of Americans, probably not.

This website is your resource to help you create a will or to learn about other estate planning options that will help you express your values. Many of our friends who have made provisions for the college have literally transformed students' lives through education.

Your plan can benefit you and your family during your lifetime through life income gifts, gift annuities and other plans. Friend of the college, Maria Grant, a did just that when she established a charitable gift annity. To read more about Maria, click here.

I would be very pleased to help you. Simply click here to email me at your convenience.

Wills Guide Presentation

Learn how you can avoid an accidental disinheritance. View our Wills Guide Videos.
Click here to learn more.

Benefits for Family and MiraCosta College

There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.

Ms. Grant's Gift Annuity
Maria Grant loves MiraCosta College's theatre productions and she loves MiraCosta College. So when she learned that the MiraCosta College Foundation had developed a charitable gift annuity program that would allow her to make a gift to the college while also increasing her income, she contacted the foundation right away. More on Ms. Grant's Gift Annuity >>.

Former Community College Student Gives Back
For June and Knox Williams, long-time Carlsbad residents and community leaders, establishing a charitable gift annuity with MiraCosta College is a natural extension of their philanthropic involvement in the community. More on Former Community College Student Gives Back >>.

Bequests for Scholarships
Joe and Anna have been faithful supporters of students seeking to better themselves through education. Both of them strongly believe that it is important to support and encourage young people. More on Bequests for Scholarships >>.

Capital Gains Tax Bypassed
Peter and Gail Williamson were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities and built a sizable portfolio. More on Capital Gains Tax Bypassed >>.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how legacy planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact lfogerson@miracosta.edu.

If you are a professional advisor, you may take the following steps on this site.