Make Your $$ Last Forever

An endowment is a forever gift - a fund you establish in which the principal is invested and all or part of the earnings are used to help the programs and goals you want to support. Because the principal isn’t typically spent, endowments are intended to essentially last forever.

If you typically make cash donations, see what size of endowment is needed to make your gift last into perpetuity.

Endow Your Gift**      (**see more information below)

If your annual gift is:
$100 - Perpetuate it by giving $2,500
$250 - Perpetuate it by giving $6,250
$500 - Perpetuate it by giving $12,500
$1,000 - Perpetuate it by giving $25,000
$2,500 - Perpetuate it by giving $62,500
$5,000 - Perpetuate it by giving $125,000

Endowment Options
When creating an endowment, consider these two options:

1. An unrestricted fund. If you make a gift without restrictions to an endowment, our leadership will direct the funds to our most critical needs.
2. A designated fund. You may determine in advance what programs or services you want your donation to support. The specific details will be incorporated into a written description of the endowment, which must be approved by you and Casa Pacifica.

Regardless of what type of endowment you establish, the satisfaction associated with charitable giving is immense. One easy way to fund an endowment is by remembering Casa Pacifica in your estate plans.

We Can Help
Contact Vicki Murphy at (805) 445-7804 or e-mail: .(JavaScript must be enabled to view this email address) with any questions about establishing an endowed gift to Casa Pacifica in your estate plans. We’re happy to help, without obligation.

** For example purposes only; assuming a 4 percent endowment spending level, 25 times an annual gift amount equals a perpetual gift. Minimum funding levels may apply.

Copyright © The Stelter Company, All rights reserved.

The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.