GIVING FROM YOUR DONOR-ADVISED FUND

How It Works

  • Name Hospice SLO County as a beneficiary of your donor-advised fund.
  • Have your fund advisor help you designate us to receive all or a portion of the balance of your fund upon your death.  (You can also make a grant to us at any time during your life from your donor-advised fund).
  • The balance in your fund passes to Hospice SLO County when the fund terminates.

Benefits

  • You can direct your gift to a particular purpose (check with us to make sure your gift can be used as intended).
  • Maintain flexibility to change beneficiaries if your needs change during your lifetime.

 

Contact Us

Please contact us if you have any questions about how to make Hospice of San Luis Obispo County (Hospice SLO County) a beneficiary to your Donor Advised Fund or to request any additional information that might be helpful to you and your attorney as you consider your estate planning.

If you have included Hospice of San Luis Obispo County (Hospice SLO County) in your estate plan, please contact us to let us know. We would like to thank you and recognize you for your gift.