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
  • Donor-Advised Fund

To learn more about gift planning, talk with your financial or tax advisor about tax-saving strategies to maximize the impact of your gift and contact us to include Walden Family Services in your plans for the future.

Contact Information

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

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

Donor-Advised Funds

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.