Legacy Giving

Welcome! We are pleased that you have an interest in learning about the many benefits of legacy giving. If you have any questions about the best way to create your philanthropic legacy, please call Michael Crvarich, CPA, Director of Legacy Giving, at 949-741-4261 or e-mail [email protected].
Donor Stories
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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Gift Options
Find out What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.
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Family Business - Sell and Retire
Personal Planner
Bill and Alice started their family business many years ago. The early...
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Prepare For Hurricanes, Wildfires and Tornadoes
Washington News
On May 1, 2024, the Internal Revenue Service (IRS) reminded taxpayers that...
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