Planned Giving Guide

Giving Real Estate
Many individuals who make gifts to charitable organizations typically give cash or appreciated securities. In Fresno county, a great deal of wealth is tied up in real property. Gifts of appreciated real property offer the opportunity for significant income and estate tax savings along with the possibility of other economic benefits. Read more...

Add a Charitable Remainder Trust to Your Investment Portfolio
Retirement planning often starts with setting goals. You want to increase your investment income; you want to lessen the financial risk created by concentrating your wealth in a single asset; you also want, someday, to make a major gift to one or more favorite charitable organizations. Read more...

How You Own Property May Affect Your Estate Planning
You sit down to construct your estate plan, or perhaps update an existing plan, and find that property is a significant asset. How you own that property--how you hold title--can influence the distribution of your estate. Read more...