(805) 544-2266
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 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
