Planned Giving

Leave a Lasting Legacy

Your thoughtful planning today can ensure a brighter tomorrow for the children and families of Santa Ana. Discover how you can leave a lasting legacy that reflects your values and supports our community for generations to come.

What is Planned Giving?

Planned giving is a way to make a significant impact on the causes you care about by incorporating charitable gifts into your financial or estate plans. It allows you to support the Assistance League of Santa Ana in a way that complements your personal financial goals.

With a Planned Gift, You Can:

  • Impact the lives of children and families in Santa Ana
  • Make a larger charitable gift than you thought possible
  • Provide inheritances for your heirs at a lower tax cost
  • Reduce your income tax and even avoid capital gains taxes
  • Diversify your investment portfolio
  • Increase income and effective rate of return
  • Leave a legacy without giving up assets
  • Help ensure ALSA continues to support children and their families

Benefits for Donors

Donors benefit from planned giving by becoming eligible for tax and estate planning advantages. They also benefit from knowing their gift will ensure that ALSA continues to meet the essential needs of children and adults in our community. Contact your attorney and financial advisor for more.

Endowing the Future

Your planned gift sustains ALSA’s vital programs—from clothing and groceries to scholarships and dental services—ensuring we serve the community for generations.

Become a Valued Member of the 1935 Legacy Society

Join the 1935 Legacy Society by including ALSA in your estate plans. Members are honored with:

  • Special Event Invitations: Attend exclusive events for Legacy Society members.
  • Personalized Updates: Learn how your gift makes a difference.
  • Lasting Tribute: Your legacy inspires future generations.

Explore the Many Ways to Leave a Legacy

Immediate Gifts:

Gifts of Cash

Cash gifts directly support the 1935 Legacy Society and provide you with a tax receipt. A simple and impactful way to contribute.

Gifts That Help Later Through Your Estate:

Wills and Bequests

Name ALSA in your will or trust, choosing a specific amount, percentage, property, or real estate. Flexible options to fit your plans.

Retirement Funds

Individuals may name ALSA as the beneficiary for all or any portion of funds remaining at the time of their passing.

Life Insurance

You may transfer ownership of an existing life insurance policy and make ALSA the owner and irrevocable beneficiary.

Gifts that Give Back

There are some gifts that provide a lifetime of income for you and a future gift to ALSA.

Your contribution is more than a donation—it’s a lifeline.

Learn how to leave a lasting legacy. Fill out the form below or contact us to discuss options.

Be sure to contact your attorney and financial advisor to let them know you are considering a planned gift to ALSA.

  • I am pleased to inform you that the Assistance League of Santa Ana (ALSA) is included in my estate plans. I am honored to become a member of the 1935 Legacy Society.

    I have included ALSA in the following:
  • This field is for validation purposes and should be left unchanged.