Gift Planning Welcome Our Legacy Society Meet Our Donors Ways of Giving Goals & Benefits Gifts Anyone Can Afford Gifts That Protect Your Assets More Information For Professional Advisors Contact Us Request for Information Please complete the form below, or you may contact us by phone at (831) 338-8717. I would like more information regarding: Gifts Anyone Can Afford Wills and BequestsGifts of Retirement PlansGifts from your Donor-Advised FundGifts of Appreciated SecuritiesGifts of Life Insurance Gifts That Protect Your Assets Charitable Bargain SaleCharitable Lead TrustsRetained Life Estates Other: I am not sure which gift plan works best for me. Please contact me about my possible options. Please note: All highlighted and starred (*) fields are required. Name: * Address: * Address (Cont): City/State/Zip: * E-mail: Telephone: * Type of Assets: Approximate Value:
