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The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future.
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Guide to Wills

We would like to send you a FREE Wills Guide. This helpful information may enable you to avoid an accidental disinheritance.
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Finance News

Planned Gifts Calculator

View a presentation that shows the benefits of a planned gift based on your property and goals.
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eNewsletter Sign-Up

We are delighted to make available to you our weekly eNewsletter. It features news from Washington, Savvy Living, Gift Stories, Finance News and timely articles.
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Advisor eNewsletter

Our advisor eNewsletter features the latest news from Washington, Tax Law updates, PLRs, Case Studies and timely articles. You may receive it at no cost or obligation.
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Planned Giving

Our hope is to serve you and your family with helpful information. We have an increasing number of friends who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning. If you have questions or would like to discuss your options, please give us a call at 805-543-2323 or info@sloccf.org.

Donor Stories

Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.
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Washington News

TaxReform.Gov Seeks Your Opinion

Senate Finance Committee Chairman Max Baucus (D-MT) and House Ways and...
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Personal Planner

Gift Tax Surprise

Bill: "Every year I pay income tax. And when I pass away my estate will owe tax. But I was absolutely stunned today to hear...
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