As a service to you, we can provide computer illustrations of the following gift plans: Charitable Remainder Unitrust, Charitable Remainder Annuity Trust, Gift/Sale of Appreciated Asset, Life Estate Reserved, Charitable Lead Trust, Grantor Lead Trust, and Pooled Income Funds.

Please call Amy Walling at (619) 235-2300 or email amy@sdfoundation.org to request an illustration.

In order for us to process gift illustrations, we need certain information from you. Please see the Information Required for each of the following gift plans:

Charitable Remainder Unitrust
Charitable Remainder Annuity Trust
Gift/Sale of Appreciated Asset
Life Estate Reserved
Charitable Lead Trust
Grantor Lead Trust
Pooled Income Fund
Charitable Gift Annuity