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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What to Give

What To Give
  • Gifts of Stocks and Bonds
    Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift.
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  • Gifts of Real Estate
    Donating appreciated real estate, such as a home, vacation property, undeveloped land, farmland, ranch or commercial property can make a great gift.
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  • Gifts of Retirement Assets
    Donating part or all of your unused retirement assets such as a gift from your IRA, 401(k), 403(b), pension or other tax-deferred plan is an excellent way to make a gift.
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  • Gifts of Cash
    A gift of cash is a simple and easy way for you to make a gift.
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  • Gifts of Insurance
    If you have a life insurance policy that has outlasted its original purpose, consider making the Lobero your policy beneficiary. For example, you may have purchased a policy to provide for minor children and they are now financially independent adults.
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