Make A Difference in the lives of Ventura and Santa Barbara County families and leave a lasting legacy with a commitment of a planned gift to the Central Coast Alliance United for a Sustainable Economy (CAUSE.)

Determining what gift is right for you and your family is just as important as making the gift. Giving options are varied and can be personalized to suit your goals and desires.

With thoughtful gift planning you can ensure the sustainability of CAUSE, its mission and vision while fulfilling personal objectives and ensuring your family’s financial future. Including CAUSE in your financial, tax or estate planning will enable low-income working families a just standard of living for many years and generations to come.

Seven Generations Giving Circle

The most common form of planned giving is a gift made through a donor’s will. Members of the Seven Generations Giving Circle make significant contributions by including CAUSE in their estate planning in the form of a bequest or as a residual beneficiary after the payment of bequests to others.

CAUSE has dedicated itself to embracing the vision of the Iroquois Indian belief in the value of honoring Seven Generations. Acknowledging that we stand on this earth supported by seven generations of ancestors before us, we are all responsible for seven generations of descendants that follow us. Pledging to keep this ideal at our forefront of any planning, CAUSE invites the community’s participation in building a sustainable organization that can meet this enlightened challenge.

Giving Opportunities:

Bequest by Will

Including CAUSE in your will may be the best way to make a meaningful gift that allows you to retain your assets for your lifetime.

Life Insurance

Life Insurance can be purchased through a personal agent or through your place of employment. By making CAUSE a beneficiary of your policy you can leave a significant gift for your community. Insurance can also be purchased in CAUSE’s name, the premium amount is donated to CAUSE (generating a significant tax benefit for the donor) and CAUSE will pay the premiums for the policy.

Charitable Remainder Trust

To create a Charitable Remainder Trust, you donate assets into a trust. In return, you receive a stream of income from the trust for your lifetime or a term of up to 10 years. Your spouse, or other individual, can receive an income from the trust after your lifetime. At the end of the trust term, the remaining principal goes to CAUSE.

Charitable Gift Annuity

Of all the gifts that pay you back with a life income, the Charitable Gift Annuity may be the simplest and most affordable way to give long term. You begin by making an irrevocable gift to CAUSE and in return, we pay you an annuity, which is determined by your age.

What is Best for You? There are a number of considerations when planning your future, chief of which should be what is best for you. Consider these potential benefits of planning your gift.

• You can obtain life income from your gift that may actually increase in value over the years.
• You can often receive substantial savings in income, gift and estate taxes.
• Your gift can be tailored to your needs and objectives.

As with all significant financial transactions, expert assistance should be enlisted. CAUSE will gladly assist you with any professional resources you may need.

Focus Programs include

• Living Wage & Sustainable Development
• Women SEE Justice Program
• Health Access & Equity
• Central Coast Organizing Project (Redistricting & Fair Representation)
• Community Building

For additional information, please feel free to contact the CAUSE Fund Development Director at 805-658-0810 x 211 or carole@coastalalliance.com to explore your planned giving options. You can also find answers with your personal financial, legal, and tax representatives.