We break down the four basic steps that you should know when starting the process of building your estate plan.
Learn more about Raymond Chavez and Rupert Keesler's inspiring generosity.
Discover why endowed, discretionary planned gifts are the best way for donors to support the common good of the San Diego region forever.
Learn about four of the most popular types of legacy funds: Advised, Broad Purpose, Scholarship and Designated.
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.
As 2016 comes to a close, consider a strategic approach to philanthropy, such as focusing on food waste or other social impact areas.
Explore some of the most popular avenues for year-end charitable giving.
Explore five assets you should consider in your planned giving and the benefits of each gift.
At this year's Legacy League Luncheon, attendees celebrated giving, remembered philanthropists and honored San Diego’s local historian: Philip Klauber.
Learn from our Director, Development, Leslie Klein, CFP®, how to take control of your hard-earned tax dollars and improve the region.