The Community Foundation
San Luis Obispo County

Get started now

Our staff can help you plan a giving strategy that will use your gifts most effectively and impact causes that matter to you and to our community. Contact us to get started.

Sample Language for an Endowment Bequest to The Community Foundation San Luis Obispo County.

 

Donor Forms

For Donors

Give locally to benefit San Luis Obispo County

Local philanthropy enhances the life and values of a community. The Community Foundation San Luis Obispo County offers a simple, powerful and highly personal approach to giving.

How it works

You may:

  • Contribute cash, stocks, bonds, retirement accounts, real estate or other assets
  • Choose a giving method -- such as wills, trusts, or direct transfers, that meets your financial and charitable goals
  • Establish an unrestricted, field of interest, designated, agency, donor advised or scholarship fund
  • Create a personal legacy by naming your fund, or you may give anonymously
  • Establish an endowed fund to make your gift last forever
  • Qualify for maximum tax advantage under federal law

We will:

  • Invest your gift
  • Monitor community needs in all areas, including arts, economic development, education, environment, health care, and human services
  • Award grants from the earnings based on your charitable intentions
  • Inform you of investment performance and grant awards
  • Handle all administrative details

Getting started

There is so much more we'd like you to know. For more information and ideas on ways to integrate your financial planning with charitable giving, ask your financial advisor or contact us to discuss your giving options. We'd be happy to meet with you or your professional advisor to discuss how your gift can build a better future for our community. Contact us to learn more.

 

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