A will or trust
A simple bequest
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