How to Give
The Community Foundation San Luis Obispo County offers many ways to give. Our flexible giving options can be customized to fit your unique financial and charitable interests. You can give now, or include a gift as part of your estate planning. We are here to help. We can work with you and your lawyer or financial advisor to help you choose the giving strategy that is right for you. Contact us to discuss your giving options.
You can give many different kinds of charitable assets as an outright gift to The Community Foundation. Search for a fund here.
For appreciated stock or qualified retirement assets, a direct transfer will deliver maximum tax advantage.
You can accomplish a range of financial and charitable goals with planned gifts.
Bequest by will
Many donors choose to leave their charitable assets upon their deaths. After assuring that their loved ones have been cared for, donors can bequeath gifts in their wills.
We can help you provide for family and charity by setting up a charitable trust.
For qualified retirement plans and life insurance policies, you can designate The Community Foundation as the beneficiary.
Charitable gift annuity
Giving through a charitable gift annuity allows you to arrange a generous gift to the community, while providing lifetime income for you or another beneficiary.
Private foundation alternatives
The Community Foundation's donor advised funds and supporting organizations offer easy, affordable, lasting alternatives to private foundations.
Have you included The Community Foundation in your plans? The Community Foundation San Luis Obispo County's Visionaries permanently recognizes those who have a philanthropic wish to give back to their community.