Estate and Planned Gifts

At Orange Coast Memorial we realize that optimizing your financial and philanthropic objectives is a matter of gifting the proper asset while utilizing the most advantageous charitable technique. To achieve this, we offer complimentary consultations to donors and their professional advisors, complete with computer modeling of specific options.

Available gift planning opportunities include:

Outright Asset Transfers

• Bequests.
• Gifts of appreciated assets – securities and real estate.
• Beneficiary designation for life insurance policies, IRAs and qualified retirement plans.

Life Income Plans

We offer many types of plans that can provide financial security for you and your heirs, favorable tax benefits and a lasting legacy to the health of your community:

• Charitable gift annuities.
• Charitable trusts.

Gifts to Orange Coast may be designated to a specific area of interest or held as an endowment* with income directed for a specific purpose.
*certain minimum required