If this is a mental health-related emergency, please call 988, the Suicide & Crisis Lifeline. For other emergencies, call 911 or go to the nearest hospital.

×

Planned Gifts

Planned And Estate GiftsSycamores Legacy Society

For decades, individuals committed to our behavioral health mission have made the important decision of including Sycamores in their estate plan. Planned gifts of cash, appreciated securities/stock, real estate, artwork, partnership interests, personal property, life insurance, a retirement plan, etc., provide donors with tax benefits during their lifetime while also helping to ensure their legacy lives on in the future through the support of Sycamores’ many behavioral health and child welfare programs.

Members of Sycamores Legacy Society are invited to an annual reception where they are provided with updates on the agency’s programs and have the opportunity to speak with the organization’s leadership. To speak to someone directly about Planned Giving at Sycamores, please contact Chief Advancement Officer, Shannon Boalt, at sboalt@sycamores.org or (626) 395-7100.

Charitable Bequest

With a charitable bequest, a donor allocates a part of their estate to Sycamores in their will. The allocation can be a specific amount, a percentage of the estate or the amount remaining after other bequests have been fulfilled.

Retirement Plans and Life Insurance

A donor can designate Sycamores as the full or partial beneficiary on their retirement plan (e.g. 401k, 403b, or pension) or life insurance policy. This can also be done with appreciated securities and real estate.

Planned Gifts that Pay Income During the Donor’s Lifetime

  • Charitable Gift Annuity
  • Charitable Remainder Annuity Trust
  • Pooled Income Funds

Planned Gifts that Protect a Donor’s Assets

  • Charitable LeadTrust
  • Retained Life Estate
Double Impact
Help Sycamores bring hope to those who need it most. Now through December 31st gifts will be matched.