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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 as Sycamores, please contact Senior Director of Development, Shannon Boalt, at sboalt@sycamores.org or (626) 493-7757.

 

  • 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