Welcome to San Joaquin Valley Leave a Legacy Planned Giving
"Make a Difference in the Lives that Follow"
Thank you for your interest in San Joaquin Valley Leave a Legacy. Our hope is to serve you and your family with helpful information. There are an ever increasing number of individuals in our community who now are benefiting from life income gifts, gift annuities and other plans with their favorite charities. Thank you for taking the time to explore the benefits of gift planning.
Weekly Article
Create a Legacy This Summer A smile crossed Bob's face as he stepped onto the sand. A fold-up chair was under one arm, along with his newspaper. He carried an umbrella and a beach towel on the other side. The brim of his hat just cleared the top of his sunglasses. More ...
Learn how you can avoid an accidental disinheritance. View our Wills Guide Videos. Click here to learn more.
IRA Rollover Gifts
To learn more about IRA Rollover Gifts, click the Launch button.
Benefits For Family and Your Favorite Charities
There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
A Bequest to Further Good Work Nancy and David Atkins were dedicated volunteers. Over the years, they had seen many individuals impacted by the good work of our organization. They wanted to create a legacy to provide future support to continue our mission. More on A Bequest to Further Good Work >>.
Major IRA Gift Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>.
A Bequest to Save Taxes Thomas Merrick was a widower who had a great love for our organization. As an individual who had directly benefited from our work, Thomas wanted to thank us with a gift from his estate. More on A Bequest to Save Taxes >>.
Peace of Mind Gift Annuity Many years ago, Clara Lehman bought a home. Since she was very pleased with the home, she decided to buy stock in the company that built and sold her home. Over the years, the stock has increased in value many times. More on Peace of Mind Gift Annuity >>.
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.
Jeffrey D. McGhee
San Joaquin Valley Leave a Legacy Committee Chair
Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact jmcghee@californiabf.org.
If you are a professional advisor, you may take the following steps on this site.
A smile crossed Bob's face as he stepped onto the sand. A fold-up chair was under one arm, along with his newspaper. He carried an umbrella and a beach towel on the other side. The brim of his hat just cleared the top of his sunglasses. 
Steps to Wise Giving
