Planned Giving

Thanks to the variety of planned gifts available, you don’t have to be particularly wealthy, nor do you have to part with anything now. Become a part of developing an exciting Brooks legacy for a new generation of creative photographers and image-makers.

Types of Planned Gifts

Planned gifts can take many forms, from bequests to gifts of property to charitable trusts. Click on the links for descriptions of some of the more frequent types of planned gifts.

  • Wills and Bequests
  • Gifts of Property
  • Charitable Trusts
  • Life Estate Agreements
  • Bargain Sales


The Benefits of Planned Giving

Planned gifts offer important benefits to you, the donor. They can:

  • Preserve your capital, thereby increasing the income generated by your assets and the inheritance passed on to heirs
  • Reduce or eliminate capital gains and estate taxes
  • Result in an immediate charitable tax reduction
  • Enjoy the benefits of membership in the Ernest Brooks Legacy Society


To learn more, please contact
Tom Ligare, CLU®, CAP®
Director of Development
+1 805 681 9333 x402
+1 805 689 3483 mob

We make a living by what we get.
We make a life by what we give.