Remembering San Diego Youth Services in your will or living trust is a personal way to extend the influence of your life and may bring significant estate tax savings. Your gift may be in the form of cash, securities, or property. A codicil or amendment to an existing will or living trust can be used to make simple changes such as naming an additional beneficiary. Informing San Diego Youth Services of your will or living trust provisions allows us to thank you now for you contribution and to facilitate our financial plans.
Charitable Gift Annunity
A charitable gift annuity is a transfer of your financial assets or real estate to a nonprofit organization, such as San Diego Youth Services which pays you a fixed income for the rest of your life. The great benefit of charitable gift annuities is that they pay a much higher rate of return than an average money market fund or savings account. Depending on your age, you can receive between 6% and 11.3% return on your gift. Upon you death, the remaining principal is paid to the organization.
Charitable Remainder Trust
A charitable remainder trust is a significant irrevocable gift of cash or property. You receive an immediate charitable deduction and a lifetime of income for yourself or for your beneficiaries with the principal eventually transferring to San Diego Youth Services.
IRA rollover extended through 2009
Congress has extended the provisions through 2009 to roll over your IRA to charity. The new act allows an IRA owner age 71 or older to directly transfer an IRA to a charity without penalty, up to a value of $100,000.
San Diego Youth Services would be happy to establish an endowment on your behalf. You may also make your gift through the San Diego Foundation designating San Diego Youth Services Endowment.
To schedule a meeting or for additional information:
(619) 221-8600 x1237