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Popular tax-smart gifts

Many people are increasingly choosing to give non-cash assets, so they can have a bigger impact at less cost to them.

Explore tax-smart gift options

Learn about gifts that maximize the impact of your support while providing tax benefits for you!

Stocks and securities

Many people love donating stock or mutual funds because it may help them avoid paying capital gains taxes.

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Donor Advised Funds

Easily recommend grants to Hillside House for tax-efficient giving.

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Qualified Charitable Distributions

Use your IRA to make tax-free gifts that benefit you and our mission.

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Securing the future of Hillside

Planned giving helps create a foundation for the future so that we are able to continue our mission in support of the residents who call Hillside, “home”.

We’re here to help you meet your goals!

Our team would be happy to speak with you in confidence about your giving goals, with no obligation.

Name: Cheryl Sweeney

Title :Chief Development Officer

Phone: 805-687-0788 ext. 123

Email: csweeney@hillsidesb.org

Already included us in your estate plan? Let us know

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More ways to make an impact

Gifts in a will or trust

Donations in your will or trust are (by far) the most popular type of planned gift. Learn more, or get help starting your will (for free!).

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Beneficiary designations

Gifting assets not covered by your will — like 401(k) or IRA accounts — may help your heirs avoid unwanted taxes, even if you’re below the estate tax threshold.

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Gifts that pay you back

Give assets while providing yourself or others with income for a period of time or distributions at a later date.

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