Welcome to your resource for charitable Planned Giving!

What Is Planned Giving?
Planned giving is finding ways to make charitable gifts now or after your lifetime while enjoying financial benefits for yourself.

Planned gifts are sometimes referred to as "stop-and-think" gifts because they require some planning and, often, help from your professional advisors. Unlike cash donations, they are typically made from assets in your estate rather than disposable income, and come to fruition upon your death. More

Contact Barbara Pombo at (209) 957-3888 or bpombo@hospicesj.org to learn how you can support our mission while ensuring your family's financial security.

Check Out Our Monthly Feature Articles:

Don't Miss Your Chance: Make Tax-Free Gifts From Your IRA Today!
If you are 70½ or older, the extended charitable IRA rollover legislation benefits you! While easy to accomplish, this tax-smart gift option enables you to jump-start your legacy and witness the benefits of your generosity to Hospice of San Joaquin. Take a moment to review the questions and answers here to see if this arrangement is right for you. More

Historical Figures Say: The Butler Did It
Pick your executor or administrator carefully. He needs to be up to the job—and honest. More

Should Estate Planning Be Called Life Planning?
Guess what! If you have belongings, you have an estate. And without a plan, your estate could be subject to what the courts decide in case anything happens to you. More

Find a Gift That Works for You
You've always answered the call to help others, and now that you want to extend that support through gifts of treasure, where do you start? It's easiest to begin with what you know—your overall goals. Use this checklist to match your wishes with the right charitable path for you. More