Tools such as bequests, charitable trusts, life-income plans and residential remainder interests help you control your wealth, choose what to give and when, and enjoy substantial tax savings. Assets such as cash, appreciated securities, real property, life insurance, personal residences, retirement plans, and closely-held securities or business interests can be used to achieve the these goals.

Saddleback Memorial Foundation’s Gift and Estate Planning Center employs highly skilled staff to help you evaluate the various gifting strategies opportunities, and plan and design a giving strategy to fit your unique needs so you can reach your goals.

Our services include:

• Confidential consultations—we start by listening to you to get a better understanding of you, your goals and interests.
• Customized plan—next we design a personal plan, a blueprint to accomplish your goals.
• Coordination with advisors—we work your professional advisors to discuss coordinate and implement your plans.

Working with Profession Advisors
As South Orange County’s premier resource center for charitable gift and estate planning, our goal is to provide resources and services for professional advisors dedicated to helping clients accomplish their financial goals and achieve personal significance -- leave their mark-- through their philanthropic legacy.

When your clients want to be charitable we are here to assist you, to suggest charitable alternatives for your clients’ consideration, and to be partners with you in helping your clients achieve their philanthropic aspirations and goals.

For more information on resources for professional advisors view:
Working with Advisors (requires Adobe Acrobat Reader)

To speak directly to the Gift and Estate Planning team:
Call: (949) 452-3795
Email: MOcchipinti@memorialcare.org.

“To give away money is an easy matter and in any man's power, but to decide to whom to give it and how large and when, and for what purpose and how, is neither in every man's power nor an easy matter. Hence, it is that such excellence is rare, praiseworthy and noble.”
— Aristotle