Planned gifts are some of the most touching displays of support we receive. If you have made a provision for Peoples’ Self-Help Housing in your estate planning, please let us know so we can recognize your kindness and vision. Leaving a legacy gift couldn’t be simpler but should you need assistance, we will be delighted to provide materials for you to share with your financial planner.
Your financial planner or attorney will be able to explain how your bequest, whether a percentage, a specific amount or a residue of your estate, can be specially crafted to leave the legacy you desire. To assist in your planning, the following language may be of assistance:
"I give, devise, and bequeath to Peoples' Self-Help Housing Corporation, Federal Tax ID# 95-2750154, a nonprofit organization headquartered in San Luis Obispo, California, _______ as an unrestricted gift to be used at the discretion of the Board of Trustees for the general purposes of the Corporation."
Before including any kind of restrictive provisions in your estate planning, please call the Director of Communications & Resource Development at (805) 548-2340 or at firstname.lastname@example.org to ensure that the gift can be accepted.
If you would like to become a member of the Legacy Circle, our planned giving group, please contact us; it would be our honor to list you alongside other cherished and forward-thinking individuals.
The information presented on these web pages is not offered as legal or tax advice. Please seek the advice of your financial planner or attorney to ensure any gift you are considering fits well into your specific circumstances.