Happy family, child and grandma hug and bond in living room together, happy and content in their home. Relax, smile and love of boy hugging senior woman showing love and having fun in brazil house

Children’s Legacy Society

Make a lasting difference in our community with a planned gift

PLANNED GIVING

Planned giving is simple and impactful

It doesn’t need to be complicated – it is simply a matter of planning what, how, and when to give.

Feel free to reach out with any questions. We are here to help!

Phone: 805.724.0008
Email:

What is a planned gift?

A planned gift is a personal and meaningful contribution that provides you the opportunity to create a legacy for you and your family, as well as for CALM and the many children and families who will be impacted by your generosity. By being prepared and making arrangements now, you can ensure your estate will be directed to what is most important to you.

What are the benefits of planned giving?

You make a lasting impact on future generations of children and families in our community.

You have control in deciding how and what your gift will support.

You lessen the burden of taxes on your family.

You may receive estate tax savings.

You become a member of the Children’s Legacy Society – please tell us your intention to leave a legacy!

When and how can I begin?

The sooner the better! There are things you can do to get started today: 

What types of planned gifts can I make?
  • Bequest
  • Charitable remainder trust
  • Beneficiary designation
  • Retained life estate
  • IRA Charitable Distribution 
  • Gifts of stock
  • Donor advised funds

Introducing the
Maryan Schall Impact Fund

Maryan Schall was a lifelong supporter of calm and other important nonprofits, inspiring her family, community, and all of us to continue her mission.

The Maryan Schall Impact Fund, an endowed fund established through her bequest, supports calm’s Continuous Quality Improvement and evaluation efforts for generations to come. You are invited to join her vision by contributing to the Maryan Schall Impact Fund, or by creating your own Impact Fund to support what matters most to you.

We’re here to answer your questions, work with your family, and inform your financial advisor about our mission and your vision. Let us know how we can help. Contact Shelby at or 805.724.0008

Grandfather and granddaughter playing cards together

NEWSLETTER

Join our planned giving newsletter

Sign up for our quarterly Children’s Legacy Society Newsletter to learn more about calm’s work in the community, inspiring ways calm donors are making planned gifts, and financial news you should be aware of!

Join the Children’s Legacy Society Newsletter