Planned Giving

Time Is Running Out! Special IRA Opportunity Expires Dec. 31
If you are 70½ or older, the extended charitable IRA rollover legislation benefits you! While easy to accomplish, this tax-smart gift option enables you to jump-start your legacy and witness the benefits of your generosity to Casa Pacifica. Take a moment to review the questions and answers here to see if this arrangement is right for you. Learn more

Emergency Planning 101
Are you ready for an unexpected emergency? Having an evacuation box ready can make a hectic time less stressful…not to mention the trouble you will save yourself in the future when all your important documents and belongings are safe. Check out these tips on how to prepare your evacuation box today. Learn more

Make Your $$ Last Forever
When you endow your gift, only a small portion is spent, allowing your donation to last into perpetuity. Learn how simple it is to create a never-ending gift. Learn more

Put the Love Back in Your Holiday Giving
Often paired with this time of year are hopes to surprise our loved ones with special gifts that mean a lot to them…but that is not always so easy. Check out this gift idea that is sure to please everyone. Learn more

Why Timing Matters
To ensure that you receive your entitled benefits when making gifts to Casa Pacifica this holiday season, you must complete your gifts by a certain date.

Maximize Your Year-End Gift Benefits
From October through December, Americans respond to charitable appeals more than at any other time during the year. Here’s a short list for making the most of your generosity this year. Learn more

Is Your Estate in Good Hands?
With a lifetime of assets in your possession, it is more important than ever to know that your estate planning advisors have your best intentions at heart. While that is likely the case, check out these red flags that should raise concern. Learn more

Johnny Carson: Gone but Still Giving
While Johnny Carson may have been famous during his lifetime for hosting the Tonight Show, he is making headlines after his death for his generosity. You don’t have to be famous to leave a legacy, though. Find out how you can create yours. Learn more

The One Form We All Need
Have you ever thought about what would happen if you suffered a prolonged and incapacitating illness or accident? Should you become unable to handle your affairs, the best way to protect yourself and your loved ones is to grant one or more trusted individuals a durable power of attorney to represent you. Here is how it works. Learn more