Office of Gift Planning
M—F, 8:30 a.m.—5 p.m. PST
Lone Mountain Rossi,
San Francisco, CA 94117-1080
Wally Gibson ’55 grew up in the Bay area and is a retired stockbroker and United States Postal Service employee. Wally was a savvy investor and like many San Franciscans he invested in real estate. Wally and his wife, Judith have been landlords for many years and when they decided it was time to retire, they thought of USF.
“In most respects, USF reaffirmed my values–the importance of honesty and hard work. The most important one is the ability to understand that the more you give, the more that comes back to you.”
When the Gibsons learned they could support USF by funding a gift through their investment property and also receive a significant tax break and income for their family, they jumped at the opportunity.
“Our gift saved us taxes, and we set up our plan so that it benefits our children, too. It was extremely easy to do what we did. So much so, that we don’t know why more people don’t do the same.”
There are many ways to make a gift of real estate to USF that make an impact now or cost nothing during your lifetime. Enjoy the tax benefits, generate income, and support USF long into the future with a gift of real estate.
We provide this information to illustrate the potential financial benefits of supporting USF. These illustrations should not be viewed as legal, accounting or other professional advice. We encourage our alumni and friends to consult with their own legal and tax advisors before completing a gift.