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Planned Giving

Some planned gifts provide lifelong income to your family, while others use estate and tax planning to provide for charity and heirs in ways that maximize your gift or minimize the impact on your estate.

Our Giving Team will help you determine which planned giving option is right for you and your family.

Join our growing list of Legacy League Members today.

Download our Planned Giving Guide

Types of Planned Gifts

Legacy Giving Stories

Open a Fund Today

Set up a charitable fund that matches your philanthropic goals and personal interests.

Get Started

Download our Planned Giving Guide

This complimentary, easy-to-use Planned Giving Guide will show you how you can leave a legacy to your family, your charity or your community.

Download the Planned Giving Guide

Connect with our Giving Team

Your philanthropy is personal, and we are here to help you by delivering world-class service and promptly responding to your needs.

Our experienced staff understands the technical complexities of charitable giving and helps simplify the process. We are your personal support team here to help you manage your fund(s) and give confidently.

Contact us at (619) 814-1332, email us or submit a Contact Form.

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