Planned Giving Menu

GIFT OPTIONS

Find out What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give and discover gift options that provide tax and income benefits. LEARN MORE

DONOR STORIES

Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning. LEARN MORE

ESTATE PLANNING GUIDE

Are you ready to plan your will or trust? We would like to send you our free Estate Planning Guide. This guide will provide you with helpful information to provide for your favorite causes. LEARN MORE

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How to Give

How To Give

Below are the three most common types of planned gifts. To discuss a Charitable Gift Annuity or Remainder Trust, or any type of blended gift, please contact Jim Dougherty at (805) 679-6005 or jdougherty@lobero.org.

  • Bequest
    You designate our organization as the beneficiary of your asset by will, trust or beneficiary designation form.
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  • IRA Rollover
    Congress recently enacted a permanent extension of the IRA Charitable Rollover. As a result, you can make an IRA rollover gift in 2015, 2016 and beyond.
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  • Beneficiary Designation Gifts
    You can designate us as a beneficiary of a retirement, investment, real estate or bank account or your life insurance policy.
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