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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Ten Reasons to Update Your Estate Plan
Personal Planner
You have completed a will and perhaps a revocable living trust. Your durable power of attorney for healthcare and a living will are in place. All of...
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Benefit in 2022 With an IRA Charitable Rollover
Washington News
Each year, IRA owners age 72 and older must take a required minimum distribution (RMD). The RMD in nearly all cases is calculated using the Uniform...
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