So much of the good that has been achieved at Peoples' Self-Help Housing has come through the generosity of a planned gift.
Your financial planner or attorney will be able to explain how your bequest, whether a percentage, a specific amount or a residue of your estate, can be specially crafted to leave the legacy you desire. To assist in your planning, the following language may be of assistance:
"I give, devise, and bequeath to Peoples' Self-Help Housing Corporation, a not-for-profit organization located in San Luis Obispo, California, _______ as an unrestricted gift to be used at the discretion of the Board of Trustees of Peoples' Self-Help Housing for the general purposes of the Corporation."
Before including any kind of restrictive provisions in your estate planning, please call the Director of Fund Development at (805) 548-2340 to ensure that the gift will be able to be accepted.
If you have already designated Peoples' Self-Help Housing as a beneficiary of your estate, please let us know, we would love to honor you with membership in our Legacy Circle.
The information presented on these web pages is not offered as legal or tax advice. You are urged to seek the advice of your financial planner or attorney to make certain any gift you are considering fits well in your specific circumstances.