Planned Giving

Planned Giving

For those who desire to contribute to insure the long term future of Imagine we offer the following.  Designating a legacy gift through your will or estate or contributing securities, real estate, or cash to the Imagine Endowment can provide a lasting gift that will support the Imagine family. The endowment will provide care and support for individuals with developmental disabilities served by Imagine and will guarantee stability for Imagine into the future.

Making a gift to Imagine through your will, living trust, IRA, or other retirement plans is a way of supporting Imagine after you are gone or while you are still here.   Gifts can also be made using life insurance policies, work place matching gifts and IRA retirement plans.   Some of these types of gifts can limit tax liability that otherwise would be required.  Imagine has partnered with the Community Foundation Santa Cruz County to manage the fund.  The Foundation manages a number of endowment funds for non-profits throughout the Santa Cruz County.  They have the knowledge and experience to assist Imagine in accepting gifts for the endowment and providing a safe and proven investment plan to provide long term growth.  The Foundation also has the ability to manage more complicated gifts such as real estate to address tax liabilities and maximize the gift potential.

To establish gifts through any of the categories above or other financial assets contact Imagine with your request.  You may need additional assistance with your financial planner or legal representative.

To make direct contributions to the Imagine Endowment Fund please make checks payable to:
Community Foundation Santa Cruz County

“Imagine Supported Living Services Fund”

Mail to:
Community Foundation Santa Cruz County
7807 Soquel Dr.
Aptos, Ca.  95003

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