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How to Give

Central Coast non-profit organizations depend on the generosity of individuals and businesses to accomplish their missions - serving multiple social, artistic, environmental and health needs. They all appreciate the annual cash gifts and grants that maintain annual operations. To fulfill their long-term goals, they are also happy to accept a range of assets. The LEAVE A LEGACY program helps to connect you with your favorite charities by enabling more complex forms of giving.

You may:

  • Contribute cash, stocks, bonds, retirement accounts, real estate or other assets
  • Choose a giving method, such as wills, trusts, or direct transfers, that meets your financial and charitable goals
  • Qualify for maximum tax advantage under federal law

You can turn your gains into community good, while receiving financial and tax benefits.

When giving to charity, all assets are not equal.

Charitable assets

  • cash
  • stocks
  • bonds
  • mutual fund shares
  • real estate
  • life insurance
  • retirement assets such as a 401(k), 403(b), individual retirement accounts (IRA) or other qualified retirement programs
  • interest in limited partnerships

Would you prefer to experience the joys of giving during your lifetime—or leave a legacy with a deferred gift? Any of the listed Non-Profit or Professional Partners would be happy to help you assess ways to maximize the value of your gift and its tax benefit.

Planned giving

You can accomplish a range of financial and charitable goals with planned gifts.

Bequest by will
Many donors choose to leave their charitable assets upon their deaths. After assuring that their loved ones have been cared for, donors can bequeath gifts in their wills.

Charitable trust
We can help you provide for family and charity by setting up a charitable trust.

Beneficiary designation
For qualified retirement plans and life insurance policies, you can designate one or more non-profit organizations as beneficiaries.

Charitable gift annuity
Giving through a charitable gift annuity allows you to arrange a generous gift to the community, while providing lifetime income for you or another beneficiary.