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planned giving

Planned GivingHelp protect Orange County's parks and open spaces with a planned gift!

Many gift plans are appropriate for supporters age 60 or older. Since there are many technical and sometimes legal requirements in arranging a planned gift, it is recommended that you consult with your tax advisor or an attorney to make the proper arrangements.

How do you know if a planned gift is right for you? A few things you should take into consideration include your needs, your family's needs, and your financial future. Another consideration is how your personal goals align with the work of the potential charity.

If you decide that your goals align with the work of the FHBP there are several options for a planned gift, including:

Bequests
Gift Annuity
Gifts of Stock
Charitable Remainder Unitrust
Charitable Lead Trust
Totten Trust
Life Insurance

By including the Friends in your estate plan, you provide enduring support and an important source of future financial security to an organization focused on improving Orange County's environment.

Please contact FHBP to learn more about planned giving opportunities.

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Friends of Harbors, Beaches and Parks
P.O. Box 9256 Newport Beach, CA 92658 fhbp@fhbp.org

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