How Your Client Can Give

There are several ways in which your client can make a gift to The San Diego Foundation:

Outright Gifts: Funded with current assets such as cash, securities, or real estate.

Planned Gifts: Allow assets to be committed now, and be received by The San Diego Foundation at a specified future date
or upon the donor's death. Some common
planned giving vehicles are:

Will/Trust
Charitable Gift Annuity
Pooled Income Fund
Remainder Trust
Lead Trust
Life Estate

OPTIONS FOR GIVING | TYPES OF GIFTS | TYPES OF FUNDS | ESTATE GIFTS | SUPPORTING
ORGANIZATIONS | FINANCIALS | GIFT ILLUSTRATIONS | RESOURCE LIBRARY | HOME

CONTACT US: givingteam@sdfoundation.org
The San Diego Foundation / 2508 Historic Decatur Road, Suite 200 / San Diego, CA 92106
619 235 2300 / www.sdfoundation.org

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without the consent of The San Diego Foundation."