Learn More About Planned Giving

Learn More About Planned Giving

BUILD A LEGACY IN THE COUNTY YOU LOVE

Provide a lasting legacy of impactful kindness and compassion for people in SLO County who are navigating a life-limiting illness, end-of-life, or grief in your will or estate plans. We invite you to set up a legacy gift with us.

We can help you plan for your financial future while supporting your philanthropic goals. To share your vision of giving or to learn more about planned giving options, please email our Director of Development Susan Olson or call (805) 544-2266 for a confidential discussion.

Gifts From Your Will or Trust

Gifts From Your Retirement Plan

Giving From Your Donor-Advised Fund

Gifts of Life Insurance