How We Serve You

Charitable Funds

Learn how to establish a personalized fund.

Estate Planning

Determine the best way to give through a planned gift.

How and What To Give

Discover a full range of giving options for donors.

Philanthropic Services

Review the services we provide for an enduring community legacy.

Donor Education Series

Learn more about our popular “In Our Backyard” donor events.

Policies – Donor Advised Funds

The policies linked below are referenced in our Donor Advised Handbook
Connect With Us
Connect With Us
Heidi H. McPherson Chief Executive Officer (805) 543-2323