Leave a Lasting Legacy with a Planned Gift

Max & Clara Legacy Society

Our annual Max & Clara Legacy Society Luncheon honors the Foundation’s generous legacy donors, whose planned gift will have a lasting impact on the future of our community.

Giving reflects your values, hopes and vision for a better world. If your goals include supporting your loved ones and giving to the causes you care about the most, the foundation can help you create a planned giving design that allows you to leave a lasting legacy in our community. Join our Max & Clara Legacy Society and leave a charitable legacy in support of the issues and organizations you care about for generations to come by giving through one of the assets listed below:

  1. Wills & Trusts
  2. Life Insurance/Retirement
  3. Life Income Gift
  4. Charitable Lead Trust

For questions about more complex gifts, please contact Tammy Sims Johnson, Vice President, Philanthropic Services, at (805) 880-9390. To learn more about how to give an outright gift, please view our various fund options.


Contact our team to help you with your specific needs.