Planned Giving

Gift planning is about the people you love, the causes you care about and your vision for the future. With a planned gift, you invest your resources in creating a sustainable source of funding to fulfill your vision.

Thank you for your interest in learning about the many ways you can leave your legacy through a planned gift. Choose from a variety of options designed to meet your charitable goals:

  • Pledge
  • IRA Charitable Gift or Rollover
  • Will or Trust
  • Life Insurance Policy
  • Life Income Gifts
  • Stock

To learn more about gift planning, talk with your financial or tax advisor about tax-saving strategies to maximize the impact of your gift.

Contact Information

Kathryn Stephens
Director of Philanthropy
(619) 727-5897
kstephens@waldenfamily.org

Teresa Stivers
CEO
(619) 727-5881
tstivers@waldenfamily.org

We value the gifts you give to Walden. And you deserve to know how we manage those resources. Learn more about our Gift Acceptance, Administration & Endowment Policies.