Sacramento Region Community Foundation

Planned Giving

Welcome! Planning now to make a gift after you are gone is a wonderful way to project your values and create positive change beyond your lifetime. Planned Giving can also be a smart financial move, with the potential to lessen the tax burden on your estate. We work closely with your legal and financial advisors to help create charitable giving plans that support your legacy and strengthen families and communities.

Plan Your Will The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future. You will be guided through a series of questions that will help you identify your family members, estate assets and financial goals.
Gift Annuities Are you looking for a secure source of fixed income for now or your future? Consider giving through a Gift Annuity.
Donor Story 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.
Personal Planner
"I am an heir of the decedent and here is his will." Potential Heir Business Owner passed away on April 5, 1976, with an estate of $2.5 billion. Many people appeared claiming,...
Washington News
On October 17 the IRS announced in IR-2016-135 that it will provide additional tax relief to victims of Hurricane Matthew. The relief will apply to affected counties in North...
Donor Story
After working for decades as a pediatrician in a small rural town, Patricia was ready to retire.