Over the years, I’ve had the privilege of working with people who care deeply about the communities that shaped them. Whether in higher education, the performing arts, or healthcare, again and again, I’ve seen how thoughtful philanthropy can transform lives.
Now, as Director of Legacy Giving at the Sacramento Region Community Foundation, I spend my days helping people think about a simple but meaningful question: What legacy do you want to leave behind?
When people hear “planned giving,” they sometimes assume it’s complicated, only for those with significant wealth. In reality, planned giving with a Legacy Fund at the Sacramento Region Community Foundation is the simplest way to document your charitable intentions. It costs nothing to establish. It begins with a conversation and a short form that captures the causes, values, and community you want to support beyond your lifetime.
My role is to listen carefully and help you explore the options that best align with your goals. For some, that may mean including a bequest in a will. For others, it could be naming a fund as the beneficiary of a retirement account or life insurance policy. These plans can be updated at any time as your life and priorities evolve. And when the time comes, our team ensures your wishes are carried out thoughtfully, so your support continues to strengthen this region.
Planned giving is an assurance that when your life’s work comes to a close, your legacy of generosity continues. It’s a powerful and special thing to know that the good you care about will continue, long into the future.
Your Philanthropy Team
Here to help you give with confidence, today and beyond your lifetime.
