Planned Giving

With a planned gift, you can leave a legacy that transforms lives into the future.

What is a planned gift?
A planned gift, or legacy gift, is a donation that is intentionally arranged for the future. This could mean:
• Making a bequest in your will or trust
• Naming People’s Self-Help Housing as a beneficiary in your retirement or life insurance plans
• Setting up a charitable annuity or other giving vehicle

Whether your gift comes after retirement, from a financial windfall, or as part of your estate plan, you can be assured it will be impactful and deeply meaningful for generations to come.

How to include People’s Self-Help Housing in your will or trust:
If you are considering a legacy gift, here is sample language you can share with your estate planning attorney:
“I give, devise, and bequeath to People’s Self-Help Housing Corporation, a nonprofit organization located at 1060 Kendall Road, San Luis Obispo, California 93401 (Tax ID: 95-2750154), the sum of $___ (or ___% of my estate, or the residue of my estate) for its general charitable purposes.”

Free Planning Resources
We recommend speaking with an estate planning attorney, but FreeWill.com, is a free, secure tool that allows you to create your will at no cost. You’ll also find additional estate planning resources to ensure your legacy reflects your values.

Contact Us

We are here to support you in creating a legacy that will last for generations. Please reach out anytime to discuss your vision and your options:

Caity McCardell, Donor Relations Manager
People’s Self-Help Housing
1060 Kendall Road, San Luis Obispo, CA 93401
giving@pshhc.org