How do you want to be remembered?
It’s a question you may not ask yourself often but one that’s worth considering as you plan for the future.
Whether your estate is large or modest, leaving a gift to your favorite nonprofit or cause in your estate plan allows you to create your own personal legacy that will live on forever.
The process is also not as difficult as you may think.
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.
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.