Planned Giving

Planned Giving is the act of providing for loved ones beyond our lifetimes. Usually we think in terms of providing for family but many people feel the desire to provide for their spiritual home as well. We might start by asking ourselves these questions:

How has CSE has been valuable to me and what kind of difference it has made in my life?

What kind of differences do you think CSE can make to the future of individuals, the community and the world?

Is the continuation of CSE’s services and teachings important to me, and would I like to help see them continue into the future?

If your answer to this last question is “Yes!” then planned giving may be just what you are looking for.

What is Planned Giving?
In almost all circumstances planned giving is providing a gift from your estate after you pass on. This need not be complicated nor difficult to do.

"Kind thoughts and compassionate actions bring peace to us in the moment and plant the seeds of future happiness."

—Yogacharya O'Brian

The easiest ways are to include CSE in your estate planning through your:

Will
Trust
IRA, 401k, or 403B retirement accounts
Life Insurance

Bequests can be in most any form:

Cash
Property
Stocks

Other Ways to Help
There are many other ways you can leave a legacy for CSE. Some can be fairly complicated and require professional assistance but they also can have beneficial tax advantages. Contact us or your financial advisor if you would like to know more about what these possibilities are. We would be happy to work with you and your financial advisors to discuss the giving opportunities and timing that best fit your situation.

We would love to hear from you!
Contact us or your financial advisor if you would like help getting started with your bequest for CSE. If you have questions or have already included CSE in your estate planning please let us know.

Contact Us
Planned Giving
Center for Spiritual Enlightenment
1146 University Avenue
San Jose, CA, 95126
plannedgiving@csecenter.org