Planned Giving
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Welcome to your resource for charitable gift planning!
We've created this Web site to help you dream, about our future and yours. If you're not sure where to begin, try our Build Your Gift planner.
If you already have gift options in mind, click on Compare Gifts to see how your choices match up or click on eBrochures to request specific information on a planning option. Happy dreaming!
Check Out Our Monthly Feature Articles:
The Ralph and Marla Andersen Family Fund
When the Andersen family talks about their charitable fund at the Sacramento Region Community Foundation they defer to the memory of Ralph Andersen and his vision. But the Fund is more than a tribute to Ralph and his passion as a philanthropist, it is confirmation of a family's desire to continue a tradition of philanthropy. More
How to Name Us as Beneficiary of Your Retirement Plan
If you would like to change the beneficiary of your retirement plan to benefit Sacramento Region Community Foundation but are worried that the process may be inconvenient and complicated, you're about to be pleasantly surprised. Read how easy it is. More
The Mess She Nearly Left: Estate Plan Review Averts Potential Heartache
When Tracy O'Brien* created her first will in 2002, her goal was simple—to protect the future of her only son. Estate planning attorney Johni Hays reviews the 2002 plan and gives her advice to ensure Tracy's goals are met. More
Good Things Happen When You Make a Will
What do you want your will to do? When kept up-to-date, your will can specify your exact wishes. Check to make sure your will covers these seven planning practices. More
Research Reveals What the Kids Will Think of Your Charitable Intentions
Have you thought about including Sacramento Region Community Foundation in your estate plan—as the beneficiary of your retirement plan assets or as a recipient in your will, for example—but hesitated because you were worried about providing for your family? New research reveals how your loved ones feel about sharing their inheritance. More
