Planned Giving

Welcome!
We are pleased that you have interest in learning about the many benefits of building a gift plan. If you have any questions about the best way for you to benefit through a planned gift, please call us at 805-497-5800. A member of our Community Engagement and Development Team will be very pleased to help you.
Donor Stories
Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.
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Gift Options
Find out What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.
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Seven Questions on Gifts to Children
Personal Planner
Many questions arise when we consider the options for giving to children. Why should we give? When, what and how should we give? Will gifts impact the...
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IRS Enhances Taxpayer Protections
Washington News
In IR-2019-101, the Service explained its latest efforts to protect taxpayers from identity thieves. Taxpayers, professional advisors and third...
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