Types of Planned Gifts

You can contribute assets to your legacy fund during your lifetime or after you pass away.

Give while you live.

You can make a gift to your legacy fund during your lifetime and claim an income tax deduction.
Gifts of cash are deductible up to 60% of adjusted gross income in the year of the contribution, with a five-year carryover for the excess not used. If you contribute appreciated stock or other real property, capital gain taxes are eliminated, and you can take a charitable deduction for the fair market value of the gift, up to 30% of your adjusted gross income.

Live, then give.

You can set up a planned gift to be contributed after your passing and benefit from an estate tax deduction.
Planned giving options include:
  • Bequest by Will or Living Trust
  • Donor-Advised Fund
  • Charitable Gift Annuity
  • Charitable Remainder Trust
  • Charitable Lead Trust
  • Charitable Endowment
  • Life Insurance Policy
  • IRA, 401(k) or Other Retirement Assets
  • Custom Estate Plan for Business, Investments or Child with Special Needs

Legacy Giving Stories

Open a Fund Today

Set up a charitable fund that matches your philanthropic goals and personal interests.

Get Started

Download: Guide to Make Your Legacy a Reality

This complimentary, easy-to-use guide will show you how you can leave a legacy to your family, your charity or your community.

Download: Guide to Building Your Charitable Legacy

Connect with our Giving Team

Your philanthropy is personal, and we are here to help you by delivering world-class service and promptly responding to your needs.

Our experienced staff understands the technical complexities of charitable giving and helps simplify the process. We are your personal support team here to help you manage your fund(s) and give confidently.

Contact us at (619) 814-1332, email us or submit a Contact Form.

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