By transferring assets into a special trust that pays income to Saddleback Memorial Foundation, you can control charitable contributions while ensuring your assets and the appreciation are passed along to your heirs. This type of charitable trust reduces or completely eliminates your gift and estate taxes, and it allows you to control the timing of your inheritance to your heirs.

“Michael Occhipinti set up a special trust where we keep control of our assets and can pass them on to our family. At the same time, we’re making significant donations to Saddleback Memorial. It’s the perfect arrangement for our situation.”
— George and Elaine C., Irvine