The Planned Giving information on our website will help you get started, but it is just the basics and general in nature. It will not apply to everyone and you should consult your attorney and/or financial advisors concerning specific details and effects of making a Planned Gift to the EyeCare Project on your personal financial situation. Your advisors will enable you to select the best Planned Giving method for your and your family’s circumstances.
Additionally, the information on our website is not intended as legal or tax advice. For legal or tax advice, please consult your attorney. Any examples we have cited are examples only. Information or references to taxes always apply to federal taxes only. Each state has different guidelines and regulations.
If you have questions or would like additional information on Planned Giving please send us an E-Mail at [email protected] or give us a call at 949-933-4069 to discuss your Planned Gift to the EyeCare Project. Also, it’s important to let us know if you have already included the Project in your will or financial plans. All requests for information and donations remain strictly confidential.
We have many options available to those of you who would like to include the EyeCare Project in your long-range financial planning. As we discussed earlier, the easiest method is a bequest in your will. You can also setup a gift that will provide you with income to meet your current and long-term financial needs and at the same time enable you to contribute to the EyeCare Project. Other methods include designating the EyeCare Project as a beneficiary of your retirement plan, a life insurance policy or of a bank account or security.