Getting Started

Including PBS SoCal in your charitable plans is a simple process.

To name PBS SoCal as a beneficiary in your will or trust, you will need to include a provision that clearly expresses your charitable intentions. To name PBS SoCal as a primary or contingent beneficiary of a financial account and/or a life insurance policy, you will need our legal name, address and tax-identification number.

To make the process easier, we are pleased to share some suggested language and the necessary beneficiary information for you and your advisor to consider.

By downloading the document below, you will be able to view and share our beneficiary information and some suggested bequest language.

Download Sample Language