We break down the four basic steps that you should know when starting the process of building your estate plan.
Four Basic Steps to Start Building Your Estate Plan
Tag: Legacy fund
Raymond Chavez and Rupert Keesler: A Legacy of Love and Humility
Learn more about Raymond Chavez and Rupert Keesler's inspiring generosity.
What You Should Know About Discretionary Planned Giving
Discover why endowed, discretionary planned gifts are the best way for donors to support the common good of the San Diego region forever.
Fayman Family Establishes Local Arts Legacy
Built on a deep appreciation for the impact art can have on individuals and communities, the Fayman’s story is one that spans generations.
Susan Gephardt’s Legacy Smells of Roses
Through her endowment fund, V. Susan Gephardt's philanthropic ongoing legacy helps enrich the visitor experience in Balboa Park and the iconic Rose Garden.
Diane Johnson: Champion for an Equitable & Just Society
Learn how philanthropist Diane Johnson's legacy fund is helping low-income and first-generation San Diego students prepare for, pay for and persist through college.
What Type of Planned Gift is Right for You?
Learn about four of the most popular types of legacy funds: Advised, Broad Purpose, Scholarship and Designated.
Barbara Monroe: From Hollywood Star to Community Hero
A Hollywood star during the silent film era, Barbara Monroe established a legacy scholarship fund at The San Diego Foundation that now helps hundreds of local students pursue higher education.
Are You Making the Most of Your Estate Plan?
Learn why it's important to have a plan for transferring assets out of your ownership after your death regardless of the size of your estate.
#GivingTuesday Sets $274 Million Online Donation Record
#GivingTuesday 2017 resulted in $274 million in online donations from more than 150 countries worldwide - a 54% increase from 2016 and a 134% increase from 2015.
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