Testamentary Funds

Many people want to leave a portion of their estate to support one or more charitable organizations, to support certain charitable causes, or to create a scholarship for promising young students, but they want to ensure their wishes are honored and fulfilled. At The San Diego Foundation, our business is to receive, administer and provide ongoing stewardship of estate gifts for charitable purposes. We can ensure that your client's intentions are honored and fulfilled in perpetuity.

Gifts from your client's estate may be made through The San Diego Foundation via a gift by will or living trust, charitable trust, pooled income fund, life insurance policy or qualified retirement plan.

If you have a client who has left a gift to charity through The San Diego Foundation, please contact us to open a testamentary fund. We can provide the level of recognition or anonymity your client prefers.