Gift PlanningA Legacy of Giving
About Bequests

You may be looking for a way to make a significant gift to help further our mission. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our cause.

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Charitable IRA Rollover

An IRA rollover allows people age 70½ and older to reduce their taxable income by making a gift directly from their IRA.

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Thank you for your interest in Community Action Partnership of San Luis Obispo. We are delighted to make available to you our weekly e-newsletter. Many of our friends find this very interesting and helpful. It features news from Washington, Savvy Living, gift stories, finance news and timely articles. You may receive our regular updates at no cost or obligation simply by providing your information below.

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PRIVACY STATEMENT

This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.