Fresno Regional Foundation is here to help you develop a highly personalized approach to giving. By partnering with us, you can be innovative in your giving and make a genuine impact in our community. We know that each individual, family, or organization has unique charitable interests and financial circumstances. By working closely with us, donors like you can take advantage of our innovative and world-class philanthropic services to ensure that your giving leaves a lasting impact and legacy.
There are a variety of ways to plan for your family and loved ones with a will or living trust.
View presentations on wills and estate planning considerations.
View a personalized web presentation that shows the income and tax benefit of setting up a gift plan using your assets and property values.
Click here to view the latest charitable tax news including; finance news, private letter rulings, case studies, financial articles, calculators, and a tax planning library.
If you have any questions about the best way for you to benefit through a planned gift, please call. Better yet,
click here and send me a short note. I will be very pleased to help you.
After working for decades as a pediatrician in a small rural town, Patricia Brown was ready to retire.
Patricia: I bought some stock a number of years ago and overall this was a good investment for me. However, I was uncertain about leaving my savings in the market where I knew it could go up or down.
I was also looking for security for my retirement years. Ideally, I wanted to know that I would have the income I needed and that it would not change with the markets.
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