JIM McBRIDE: WHY WE JOINED THE SUSI Q LEGACY SOCIETY
My wife Karen and I are deeply interested in keeping seniors as active and as included as possible in the enriching of their community as we all age. We see Laguna Beach changing over the coming years and want to be a part of meeting that change. A gift that would work in perpetuity was the best way of assuring goals would be met — forever.
WAYS TO JOIN THE SUSI Q LEGACY SOCIETY
Immediate Gifts & Gifts in a Will or Trust
An immediate contribution to the Laguna Beach Seniors endowment, or a planned gift in your will or trust, are the simplest ways to “give forward,” retain control over your assets, and receive significant tax benefits. LEARN MORE
A Gift That Pays You Income -- for Life
With an irrevocable contribution, a Charitable Gift Annuity provides tax benefits and fixed income for life. LEARN MORE
Options for High Net Worth Philanthropists
If you have a substantial net worth, you may benefit from a number of complex, specialized estate planning strategies. LEARN MORE
Please Note: We always recommend that our donors consult with their financial advisors before making a planned gift to the Laguna Beach Seniors Endowment.