San Diego

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Personal and Family Wealth Preservation

Donations that Provide Continuity of Ownership and Protect Your Assets

The City's philanthropy options offer you an extraordinary opportunity. At one and same time, you can:

  • accomplish your charitable goal, and
  • assure that your personal assets are directly transferred to your heirs, or to another person you choose to possess them.

Taking advantage of this special plan may enable you to obtain potentially substantial estate tax savings. It can be initiated during your lifetime, or it can be a part of your overall estate design and begin upon your death.

Using this philanthropic option can also provide for additional lifetime charitable contribution deduction benefits in excess of federal regulations for annual, personal limitations that normally apply.

The City's Philanthropy Planning professional with expertise in such contribution strategies is available to provide you with information and alternatives that correspond to your particular, personal interests.


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