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.
Partnership for Philanthropic Planning Council and Leave A Legacy 2010 Meeting Schedule
Leave A Legacy Meeting
Wednesday, April 14, 2010
Fresno Reginal Foundation Office, 5250 N. Palm Avenue, Ste. 424, Fresno
Time: 7:30 AM to 8:30 A.M.
Partnership for Philanthropic Planning Meetings
March 9, 2010 Speaker: Jennifer Malm, Internet Marketing Specialist Crescendo Interactive, Inc. Topic: Marketing Philanthropy in the New Decade Lunch is provided Please RSVP by March 8 to Fresno Regional Foundation 226-5600 Time: Noon - 1:30 Location: Saint Agnes medical Center, 1111 E. Spruce Avenue, Fresno, Martin Room
| Personal Planner | Trusts To Protect Children
 Trusts are an excellent way to provide for the support and care of children while protecting them. Two important reasons to create a trust are to care for minor children or for a special needs child. 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.
 | Deferred Gift Annuity
Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later. More on Deferred Gift Annuity >>. |
 | Generous IRA Gift
Jerry is a fireman who volunteers for a number of charities in his community. Recently, San Joaquin Valley Leave a Legacy shared an opportunity to join in a new program with a positive impact. Jerry was excited to help, but a lead gift of $10,000 was needed to start the program. More on Generous IRA Gift >>. |
 | Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones. More on Current Gifts >>. |
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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