Gifting an estate allows your client to create a lasting legacy in San Diego.
By establishing a legacy fund with The San Diego Foundation, your client can communicate exactly how funds will be granted and receive peace of mind knowing that contributions will go directly back to the community and causes your client cares about, in perpetuity. The Foundation supports the purpose and protects the integrity of our donor’s gifts and intentions.
There are many ways to give through a will or living trust. As a 501(c)(3), all assets that come to The San Diego Foundation are removed from your client’s estate for tax purposes.
Investing in the future of San Diego with The San Diego Foundation ensures your client’s gifts will directly support community needs for generations to come. Find out more about the benefits of a legacy fund.