Welcome

Summer/Fall 2020

Welcome! Thank you for choosing to learn more about how you can impact CALM and our ability to make sure that home is a safe place for every child. It is our pleasure to create peace of mind for you and your family by offering ways to plan forward in 2020 with a variety of giving options and increased tax benefits.

Legacy gifts qualify you for the Children's Legacy Society and come in many forms and amounts. Most of them are from donors who have ordinary means and resources yet provide very substantial, even essential, support for CALM. Please call on us, we are here to guide you in your decision-making process.

How to Get Started

  1. Contact me, Catherine Kort, at (805) 206-8663 or ckort@calm4kids.org or fill out this brief form so I can support you wherever are in your planning process.

  2. Meet with us so we can learn more about your priorities and what you find most meaningful. For example, do you prefer to make a gift that Impacts children today, Impacts children in the future, or Impacts children today and in the future? We are happy to discuss various scenarios and provide you with options you may wish to consider with a professional advisor.

  3. Seek out supplemental learning tools and resources such as the Wills Planner or Estate Planning Guide. Read about how others decided to leave a legacy gift.

  4. Consult with a tax or estate planning professional to create or update your will or estate plan.

Thank you for considering joining an extraordinary group of individuals who are members of CALM's Children's Legacy Society, an honorary association of men and women who make gifts to CALM in their wills or living trusts. Or they may have made CALM a beneficiary of a life insurance policy, retirement account, gift annuity, or charitable trust. I look forward to connecting with you and learning about your priorities!

Gratefully,Catherine

NOTE: Maybe you have already made a legacy gift to CALM? Please complete our brief enrollment form to let us know so that we can properly welcome you into the Children's Legacy Society.

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