Planned Giving Home

Professional Advisors

Welcome to Episcopal Senior Communities Foundation

Bill Tanner
Executive Director of
Fund Development

Karen Huff
Associate Director of
Fund Development

ESC Foundation works with both potential and current residents of our five life care communities to find ways to generate lifetime income through deferred gifts such as Charitable Remainder Trusts and Charitable Gift Annuities. Please take a look at donor stories below from actual ESC residents who share their stories about the benefits of investing in a charitable gift vehicle with ESC Foundation.

In addition to deferred gifts that generate lifetime income, we always welcome outright cash gifts placed at the immediate disposal of the Foundation. These gifts may be either restricted or unrestricted in purpose and take the form of cash, securities, or gifts of property. They may be used for wherever needs are greatest, for our award winning Senior Center Without Walls program, our Senior Produce Market program or our Senior Resources program. Outright gifts are always encouraged first when possible because of the immediacy of their usefulness to the work of ESC.

ESC manages three affordable housing communities for low and very low income seniors - Presidio Gate Apartments in San Francisco, Oak Center Towers in Oakland, and Jennings Court in Santa Rosa. An outright cash gift to any of these communities can be put to use immediately to improve the lives of the seniors living in these communities.

We will be happy to talk with you regarding any of your gift planning questions. In the meantime, please feel free to explore our website and the many tools for estate planning you will find.

If you have questions, please contact Bill Tanner, Executive Director, at 925-956-7447, btanner@jtm-esc.org, or Karen Huff, Associate Director of Fund Development, at 925-956-7448, khuff@jtm-esc.org. Links to reach us may be found under the Meet the Staff button on the left. Welcome to Episcopal Senior Communities Foundation!

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact btanner@jtm-esc.org.

If you are a professional advisor, you may take the following steps on this site.

ESCF recognizes the importance of being a responsible fundraiser. It thereby embraces and abides by the Principles for Good Governance and Ethical Practice as adopted by the Panel on the Nonprofit Sector in October 2007