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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Planning with a Serious Illness
Personal Planner
If at some point in life you have a serious illness, there are a number of planning options that should be considered. With a serious illness, there...
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Back-To-School Teacher Deduction
Washington News
As teachers and students prepare to return to school this fall, the Internal Revenue Service reminded educators of the increased expense deduction...
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