Ways of Giving

You can help accomplish the goals of the San Dieguito River Park which are to preserve open space, protect and interpret natural and cultural resources, and create a scenic trail system from the ocean at Del Mar to the mountains near Julian. Through your estate planning, in a variety ofways you can help create this Park for all future generations of San Diego to enjoy.

Outright Gifts

While gifts of cash are most welcome, giving appreciated stock results in more benefits for you. You not only receive an income tax charitable deduction, you also bypass the capital gains.

• Example:  The stock you paid $5,000 for ten years ago is valued at$10,000.  Giving that stock qualifies you for an income tax deduction of $10,000 and you pay no tax on the $5,000 capital gain.

Gifts at No Current Cost

You may make some gifts without experiencing any change in your lifestyle. For example, you can make San Dieguito River Park a beneficiary in your:

• Will
• Retirement Plan
• Insurance

Gifts That Transfer Wealth

You may make a gift and pass assets to your family with significantlyreduced estate and gift taxes by using a:

• Charitable Lead Trust

Assets are transferred to a trust that pays income to the San Dieguito River Park for a term of years. The assets are then transferred to youor to your family.

Gifts That Return Income

You may make a gift, receive a tax deduction, a bypass of capital gains, estate tax benefits and an income through a gift to:

• Charitable Remainder Unitrust
• Charitable Remainder Annuity Trust
• Pooled Income Fund

Gifts With Your Home

You may make a gift, receive a tax deduction and continue to live in your home with a:

• Life Estate Reserved

Gifts in Your Will

You can name the San Dieguito River Park in your will, making the Park a direct or contingent beneficiary of:

• A Specific Sum
• A Percentage of the Estate
• The Residue of the Estate

If you have an existing will, you need not create a new one.  Have your attorney add a codicil including the San Dieguito River Park.

Gifts in a Retirement Plan

The tax consequences of transferring any assets in these plans to anyone but your spouse can be extremely severe.  It is possible that more than 80 cents per $1 may be consumed in taxes.

If you make the San Dieguito River Park the successor beneficiary of your spouse in the plan, we will receive the full value of the remaining assets.  The size of your estate is reduced and your family receives a larger legacy.

E-mail us for a helpful brochure to assist you in planning your estate. Or, if we can answer any questions immediately, please call (858) 674-2275 x15. Listed below are some suggested ways of giving.

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