Planned Giving

Planned Giving is an opportunity create a lasting legacy. Your support enables economic stability for an increasing number of community members in need.

Planned Giving and Estate Gifts may provide the following benefits:

• Lifetime income
• Income tax deduction
• Reduction of estate taxes and probate costs
• Avoidance or reduction of capital gains taxes

The following assets and instruments can be designated as gifts:

• Life Insurance
• Real Estate
• Stocks
• Cash
• Other assets – in accordance with CommUnify’s Gift Policy

‍

Frequently Asked Questions →

‍

The preparation of wills and trusts needs an attorney's professional training. These examples are shown as a public service to provide information of a general nature only. For your specific circumstances, professional legal and tax advice should always be sought.

For more information please contact Julie Weiner, Chief Development Officer at jweiner@CommUnifySB.org or call 805-964-8857 extension #3.