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.More
Personal Planner
What will the market do this year? Perhaps the best answer is, "It will go up and down." Stock returns vary to a significant degree each year....
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Washington News
As the tax season moves into high gear, the Internal Revenue Service (IRS) published a series of tax tips for stress-free filing. The IRS asks...
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