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: Planned Giving
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.
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.
April Roundup for Professional Advisors
In our roundup for professional advisors, we explore Family Limited Partnerships (FLP), fixed income during retirement, IRS refund myths, real estate exit strategies and more.
Strategic Giving Nourishes the Soul
As 2016 comes to a close, consider a strategic approach to philanthropy, such as focusing on food waste or other social impact areas.
Giving Thanks by Giving Back
Explore some of the most popular avenues for year-end charitable giving.
Have You Considered These 5 Assets In Your Planned Giving?
Explore five assets you should consider in your planned giving and the benefits of each gift.
Legacy Leaguers Honor Local Historian and Philanthropist Philip Klauber
At this year's Legacy League Luncheon, attendees celebrated giving, remembered philanthropists and honored San Diego’s local historian: Philip Klauber.
How to Reduce Your Tax Liability and Make a Difference
Learn from our Director, Development, Leslie Klein, CFP®, how to take control of your hard-earned tax dollars and improve the region.
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