Estate Planning

There are a number of tax-wise estate planning tools and strategies that can be used to preserve your assets, provide for your family, and make a legacy gift to Fuller. Fuller's estate planning experts offer estate design tools to help you uncover charitable giving opportunities in your estate planning. The estate planning team works with your tax, legal, and insurance advisors to help you and your family discover estate planning strategies that best fit your unique situation and fulfill your financial and giving goals. To learn more about creating your estate plan and making a legacy gift to Fuller, please contact Fuller's Senior Director of Estate and Charitable Gift Planning Services, Todd B. Derrick, at (626) 792-3232 or tderrick@thefullerfoundation.org.

  • ESTATE PLANNING GUIDE
    Are you ready to plan your will or trust? You can download our free Estate Planning Guide to help you get started.
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  • PLAN YOUR WILL
    If you would like to create a plan for your future or need to make updates to an existing plan, our Wills Planner can help you get started.
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  • PLANNED GIFTS CALCULATOR
    You can learn more about the income and tax benefits of multiple types of legacy gifts to determine which type is right for you.
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To learn how you can make a legacy gift to Fuller, please contact Fuller’s Gift Planning team at (626) 792-3232 or giftplanning@thefullerfoundation.org.