Support the Institute

Would you like to join C.G. Jung Institute Family of Donors?

As a non-profit organization, our Institute relies on many in the community who are generous with both time and money. Our donors include organizations as well as individuals. Your donation is entirely tax deductible and will support many valuable community programs, such as:

As a donor—in addition to our gratitude—you will receive invitations to special events at the Institute. Each event is designed to appeal to those who are interested in analytical psychology, and a wide range of interesting topics, from art to election year politics has been covered in the past.

To make an offline tax-deductible gift now, please download a donation form here. We thank you for joining our family of donors! If you prefer to send a check for your donation, please make it payable to: The C.G. Jung Institute of San Francisco, at 2040 Gough Street, San Francisco, CA 94109 If we may be of assistance regarding your donation, please email us at jungmail@sfjung.org or call us at (415) 771-8055.

If you would like to consider some options for giving, or would like more information about our non-profit status, please browse the information below.

Institute Information

The Institute has been registered as a California non-profit public benefit corporation since 1964 and is federally registered as a tax-exempt 501(c)(3) educational charity; our federal tax identification number is 94-6108904. Our finances are audited independently each year by the firm of Buckley, Patchen, Riemann & Hall. Copies of our complete audited financial report, as well as copies of our Form 990, are available free of charge to our members & donors, as well as to any interested member of the public.

Gifts of Securities

A gift from stock that you have owned for a number of years can have tax advantages for you. If you have owned the stock for over a year and it has increased in value, you will need to pay long-term capital gains on the appreciation if you sell the securities at a profit. Consider instead making a gift of some part of the stock to the Institute. You will receive an income tax deduction for the full current value of the stock. Furthermore, neither you nor the Institute will incur any tax liability on the sale.

Legacy Gifts

Bequests

Most of us, given the opportunity, would like to leave a lasting legacy to the future that is consistent with our values and insures that what has been important to us endures. Many generous and visionary people have contributed to the Institute through bequests. As you develop your own estate plan, please consider placing the Institute in your will. Bequests permit donors to retain and use assets during their lifetimes while arranging for their estate to remember the Institute. Bequests often allow donors to make significantly larger gifts while providing estate tax deductions.

For questions or help with how to make a bequest, please contact Steve Hargis-Bullen at shargis-bullen@sfjung.org or (415) 771-8055, ext. 206.

Survivorship Gifts

There is a very simple way to designate the Jung Institute as a survivor beneficiary on bank accounts, CDs, brokerage accounts, IRAs, and qualified retirement plans: just list the C.G. Jung Institute of San Francisco as a POD beneficiary (POD stands for “Pay On Death.”) You can use this transfer technique to gift all or a portion of a particular asset. Call the manager of the particular plan or account and state that you want a given percentage to pass to the Jung Institute when you decease. Many times the entire process can be handled by mail. You will have made a valued gift to the Institute with little time or effort expended and likely no cost to your survivors.

Gifts of Retirement Plan Assets

Qualified retirement plan assets and IRAs that you own at the time of your decease and which pass to a beneficiary other than your spouse can be taxed at rates exceeding 80%. This is because the recipient may have to pay income tax on the previously untaxed contributions and earnings in addition to the assets being subject to federal estate taxes. By giving all or a portion of a retirement plan to the Institute, all of the tax can be avoided. Typically, you would cause this kind of gift to be made at your death by asking your plan administrator now to designate the C.G. Jung Institute of San Francisco as your death beneficiary. As a consequence of the gift, your estate will receive a tax deduction.

Gifts of Life Insurance

A gift of life insurance can provide a significant charitable deduction. You could purchase a new policy or donate a policy that you currently own but no longer need. To receive the deduction, designate the C. G. Jung Institute of San Francisco as both the owner and beneficiary of the life insurance policy. You may receive tax deductions based on the cash value of the policy as well as the continuing premium payments that you make.

Although our Institute staff is very willing to advise you on these options, you may wish to consult your own attorney, accountant or tax adviser for additional information or assistance with charitable contributions, as laws governing them are subject to change.