Planned giving is a simple way to make a lasting impact to ensure that the rich history and heritage of Elverhøj will endure. Estate provisions can be made through a will or trust, gifts of securities, annuities, or beneficiary of a life insurance policy or retirement plan. We recognize members who designate planned gifts to the museum through our annual publication.
If you would like more information, please contact Sandie Mullin, our executive director, to schedule a meeting. All inquiries will be treated confidentially.
Sandie Mullin
Executive Director
805-686-1211 sandie@elverhoj.orgWant to Learn More? We are excited to share the webinar Creating a Lasting Legacy: The Power of Planned Giving. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this video. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this video. This video is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.
