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members as full partners in their community."

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GIFT PLANNING

Planning a Gift for Community Options

Recent News! You have a unique opportunity to help us with an IRA distribution. New legislation was recently passed - click here for more information.

The following pages will offer ideas as to how you can be a part, truly a partner, in creating and supporting opportunities for adults with disabilities and economically disadvantaged seniors through your support of Community Options. Helping others can lead to unequaled personal and emotional fulfillment.

Working at WalgreensThere are as many different ways to support Community Options as there are needs for your support. But planning a gift is more than just finding a need. There are a lot of factors to consider. If you are not familiar with the concepts and strategies of charitable gift planning, you might want to take a moment to consider some of the factors in planning for the future. And check out our chart briefly describing some of the charitable means that are available to you - see How Can I...?

The San Diego Foundation, as part of its Endow San Diego campaign, has partnered with Community Options to provide expertise for those wishing to endow their passions for the future of the San Diego region. It can be surprising how a small endowment can provide for us into the future.

The stories that follow share some of the different ways people can become partners with us in changing lives. Take a moment to see how they - perhaps in circumstances similar to yours - found ways to support the needs of others and causes that are important to them - the way Community Options is important to you. In turn, they have enriched their own hearts as well. Just click on the links below.

Wills and Bequests Gifts of Appreciated Stock
Charitable Gift Annuities Charitable Remainder Trusts
Gifts of Retirement Assets Gifts of Life Insurance
Charitable Lead Trusts Gifts of Real Estate
Deferred Charitable Gift Annuities Bargain Sales

While we are prioritizing our needs to provide a complete list for you, there are two immediate areas we would like to bring to your attention. Please see our wish list.

jobsIf you have already included Community Options in your estate plans, please let us know by calling us or filling out our estate intention form. We would like to assist you in making certain your intentions will be carried out. If you have not written a will yet, regardless of your charitable intent, please consider this for it is a gift to your loved ones.

Individual circumstances will vary - as with all tax and estate planning, please consult your attorney or estate specialist. We will be glad to answer questions and offer suggestions confidentially based on your personal circumstances. Please call us or e-mail us (see contact page). You may also use our information request form.

The following button will open a new browser window allowing you to read about news and information as it relates to planned giving. To return to these pages, please close the new browser window.

link to News and Information page
Join our e-mail news and information list and receive quarterly e-mails of news relating to planned giving. Just enter your e-mail address and name here and press go. Your e-mail will not be shared (see privacy).


 

Please note, individual financial circumstances will vary. The information on this site does not constitute legal or tax advice. Donor stories and photographs are for purposes of illustration only. As with all tax and estate planning, please consult your attorney or estate specialist. All material is copyrighted and is for viewing purposes only. Use of this site signifies your agreement with the terms of use. The content in this Planned Giving section has been developed for Community Options by Future Focus. Please report any problems to webmaster. Revised: October 9, 2008 13:26 .