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.
PLAN NOW
Gift Annuities Are you looking for a secure source of fixed income for now or your future? Consider giving through a Gift Annuity.
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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.
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Personal Planner
Bill: "Every year I pay income tax. And when I pass away my estate will owe tax. But I was absolutely stunned today to hear that I might even have to pay a gift tax! Do you...
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Washington News
Senate Finance Committee Chairman Max Baucus (D-MT) and House Ways and Means Chairman Dave Camp (R-MI) have conducted over 50 hearings in preparation for major tax reform....
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Donor Story
Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision.
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