Making the Endowment Grow

Giving to Endowment

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Individuals and organizations are encouraged to consider a charitable gift to the Foundation Fund. This can be for the general fund, specified funds, programs or scholarships.

Donations can be taken at any time and new accounts can be established at any time. Gifts can be added to an existing account at any time.

Outright gifts of cash, marketable securities or marketable real property can be used to establish a new account and/or add to an existing account.

Estate Planning vehicles, such as a bequest, trust, retirement plan or life insurance can be used to establish a new account or add to an existing account.

Donated Services by our local Rotary Member Attorneys are available free of charge with respects to updating or re-wording those sections of existing Wills and Trusts that make it possible to leave a bequest to the Foundation.

If an individual wishes to discuss a gift or and estate planning vehicle to the foundation, please contact Ted Jacobson through his office:

Phone: (805) 466-3400

E-mail: ted@californiameridian.com

You may contact any of the Foundation board members for advice or assistance.