Planned Giving

Our Planned Giving program is an opportunity create a lasting legacy to support our programs and enables economic stability for our 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 #1105. Reach Julie via cellphone at 805-637-1399