Create an enduring legacy in San Diego by opening a fund that will ensure your estate is used to provide equity, opportunity and prosperity for the causes you care about, now and forever.
Think about the impact you want to have in the future. We 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.
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.
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