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Fast Facts About Planned Giving

If you hear “planned giving” and think it’s only for people older or wealthier than you—or that it’s just too confusing—you’re not alone. However, planned giving is for people of all ages and economic statuses, and it doesn’t have to be difficult.

Check out these common planned giving misconceptions and get the answers you need.

#1. Planned gifts are complicated and confusing.
They don’t have to be. There are many types of planned gifts: Most are simple and affordable, like a gift in your will or living trust. You just need to find the one that best meets your needs. We can help you find the best gift for you, just contact Carrie Hughes.

#2. Planned gifts are only for the wealthy.
Anyone can make a planned gift—no matter if your estate is worth $100 or one million dollars. Gifts of all sizes make a difference at Casa Pacifica. In fact, you may even be able to make a bigger impact than you thought possible when you make a planned gift.

#3. Wills are only for older adults.
Having a plan for the future is important—no matter your age. An estate plan makes your wishes known and provides your loved ones with peace of mind.

Include Casa Pacifica in Your Future Plans

By including a gift to Casa Pacifica in your estate plans, you create a legacy of support at Casa Pacifica. We can help you get started. Contact Carrie Hughes at chughes@casapacifica.org or (805) 366-4011 for help finding the right gift for you.

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