Thank you for considering the San Diego History Center as you make plans for the distribution of your estate. You can leave an ongoing legacy for future generations of San Diegans and become a steward of our invaluable collections and historical treasures.
When you include the History Center in your planned giving, you become a member of our cherished Heritage Circle. The San Diego History Center’s Heritage Circle recognizes and honors those who believe in the importance of preserving San Diego history through a gift in their will. Joining the Heritage Circle only requires that you inform us of your intention to remember our institution in your estate planning. To participate, please complete and submit: Heritage Circle Interest Form
Opportunities to support the San Diego History Center offer potential tax advantages to the donor. To learn more about how you can create a legacy gift to the History Center or to inform us of your intentions of making a gift to the History Center through your estate, contact the Development Office: firstname.lastname@example.org or 619-232-6203 x102.
WAYS TO GIVE
Depending on your current and future needs, there are numerous ways you can give to the San Diego History Center through your estate.
Wills and Living Trusts: A bequest is a gift included in your will or trust. A bequest can be a specific monetary amount, a percentage of your trust or estate, a specific piece of property or a percentage of the “residue” of your estate.
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Charitable Gift Annuity: A charitable gift annuity is a simple agreement that exchanges a gift to the History Center for secure, guaranteed income for life. In addition to an immediate income-tax deduction, a charitable gift annuity can also provide you with capital gains tax and estate tax advantages.
Learn More Charitable Gift Annuity
Charitable Remainder Trust: A charitable remainder trust enables you to provide income for yourself and your loved ones, and also make a meaningful gift to the History Center. In addition, you would receive an income-tax deduction in the year you create the trust.
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Gifts of Stock: Discover the beneficial tax advantages of making a charitable gift of appreciated stock as opposed to a gift of cash.
Learn More Gifts of Stock
Life Insurance: A gift of life insurance may be a great choice for you if you are over age 60, no longer need a paid-up life insurance policy and looking for an easy way to give a legacy gift to the History Center.
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Pooled Income Fund: If you are looking for an income-tax deduction while avoiding tax on any gains that may be in the gifted assets, the Pooled Income Fund may be the right choice for you.
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Promised Gifts: The History Center welcomes promised gifts of art and historic artifacts that advance our mission and augment or expand our existing collections.
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Real Estate: You can give real estate outright, transfer it in a part sale/part gift arrangement or use it to fund a life-income gift. You can even give your residence and reserve the right to continue to occupy it throughout your lifetime.
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Retirement Funds: Since IRAs and pensions are often the most heavily taxed assets in an estate, they are ideal for charitable gifts.
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Sample Bequest Language:
Learn More Sample Bequest Language
For more information or to inform us of your intentions of making a gift to the San Diego History Center through your estate, please contact the Development Office at email@example.com or 619-232-6203 x102.