Endowments and Legacies


A planned gift is a charitable gift that you decide upon now, to make at some time in the future, as part of your estate and gift plan. It can benefit you and loved ones that you name. At the same time, it stands as a lasting reminder to your children and succeeding generations of the values and charitable works that are most important to you.

Contact Michael S. Rassler at (805) 957-1115​ if you have any questions about the best way for you to benefit through a planned gift. 

 

Please consult your professional financial advisor about how this affects your estate and tax planning.​

 

And as my parents planted before I was born, so do I plant for those who come after me.      ~Talmud

Endowment Options

We can help you find the right match for your situation.

A will or trust

A simple bequest

Life Insurance Policy