(805) 544-2266
Planned Giving
PLANNED GIVING
Planning is one way to create a secure future for you and your loved ones. With a good plan, you can rest easy knowing that your family will be well cared for, and your property will pass to your intended beneficiaries.
What is Planned Giving?
Planned giving is a way to integrate your personal, financial and estate planning goals. The right planned gift may provide you with tax and income benefits while helping our organization further its mission.
Build A Legacy in the Community 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.
We invite you to set up a legacy gift with us in your will or estate plans. 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 Shannon McOuat, Executive Director at [email protected] or call (805) 544-2266 for a confidential discussion.
Gifts From Your Retirement Plan
Giving From Your Donor-Advised Fund
