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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.
San Joaquin Valley Planned Gifts Council and Leave A Leagacy 2009 Meeting Schedule
Leave A Legacy Meetings
August 11, October 13
Leave A Legacy meetings are from 7:30 AM to 8:30 AM at Wells Fargo building, Fresno and Friant, 3rd floor conference room.
SJVPGC MeetingsJuly 14, September 8, November 12 (Joint meeting with Fresno County Bar Estate Planning Section at Ramada Inn, Shaw and 41) SJVPGC meetings are from noon to1:30 PM at Saint Agnes Medical Center, 1111 E. Spruce Avenue, Fresno, Martin Room. Lunch is provided. RSVP 559-797-8211or Zalaha@msn.com or fax 559-243-2289 Friday preceeding meeting date.
| Personal Planner | Perils of Probate
 Business Owner passed away on April 5, 1976, with an estate of $2.5 billion. Many persons appeared claiming "I am Business Owner's heir" and submitted wills with themselves as beneficiaries. More ... |
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.
 | Sale and Unitrust
Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>. |
 | The Retirement Unitrust
Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>. |
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.
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.
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