What will your legacy be?
What difference do you want to make, not just this year, but decades and generations from now? By including your favorite nonprofit or charitable cause in your estate plan, you can support the issues you care about most and create a personal legacy that will live on forever.
The process is also not as difficult as you may think. The San Diego Foundation can advise you on the most effective solutions to ensure your financial and philanthropic legacy is enhanced through responsible and effective investment strategies, and protected in perpetuity.
We’ll guide you through
Our philanthropic advisors are experts in creating legacy funds with many tools that maximize tax benefits and your impact on your community, including:
- Will or Living Trust
- Qualified Retirement Plan
- Charitable Remainder Trust
- Charitable Lead Trust
- Charitable Gift Annuity
- Life Insurance
By opening a legacy fund, you will join a long list of San Diegans who are committed to creating a lasting impact on our region. You can establish a legacy fund today by setting up a planned gift. Legacy funds have no assets in them until a gift is received from an estate.