Planned Gifts

Planned And Estate Gifts

At Sycamores we create opportunities for a brighter future for children, young adults and families in need. We invite you to plan your legacy now and give future generations the same opportunities for a better life by including Sycamores in your estate planning. There are a variety of ways to make a planned gift, including those listed below. To speak to someone directly about Planned Giving at Sycamores, please contact Chief Advancement Officer, Shannon Boalt, at sboalt@sycamores.org or (626) 395-7100.

Charitable Bequest

With a charitable bequest, a donor allocates a part of their estate to Sycamores in their will. The allocation can be a specific amount, a percentage of the estate or the amount remaining after other bequests have been fulfilled.

Retirement Plans and Life Insurance

A donor can designate Sycamores as the full or partial beneficiary on their retirement plan (e.g. 401k, 403b, or pension) or life insurance policy. This can also be done with appreciated securities and real estate.

Planned Gifts that Pay Income During the Donor’s Lifetime

Charitable Gift Annuity
Charitable Remainder Annuity Trust
Pooled Income Funds

Planned Gifts that Protect a Donor’s Assets

Charitable LeadTrust
Retained Life Estate

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Planned Gifts

Planned And Estate Gifts

Charitable Bequest

Retirement Plans and Life Insurance

Planned Gifts that Pay Income During the Donor’s Lifetime

Planned Gifts that Protect a Donor’s Assets

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