Gift Options

Planned Giving helps you meet your personal, financial and estate planning goals by making a lifetime or testamentary charitable gift. Learn about the benefits below.

What to Give
How to Give

Find out what types of assets make the best planned gifts. Learn about gifts of cash, securities and property.

Stocks and Bonds
Land/Real Estate
Retirement Assets
Cash

Learn how to make a gift that provides tax benefits and even life income.

Bequest
Charitable Gift Annuity
Charitable Unitrust
Charitable Annuity Trust
Charitable Lead Trust
Sale and Unitrust
Bargain Sale
Give it Twice Trust
Life Estate Reserve

Donor Story

Sale and Unitrust

Gene and Carol purchased stock in a small medical service company several years ago. Now, Gene and Carol are looking for a way to save taxes.
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Planned Gifts Calculator

View a presentation that shows the benefits of a planned gift based on your property and goals.

Charitable Gift Annuity
Charitable Unitrust
Charitable Annuity Trust
Deferred Gift Annuity
Sale and Unitrust
Part Gift and Part Sale

More Info >

Philanthropic Stewards for Ventura County.
Investing in Ventura County. For Good. For Ever.