Planned Giving
Leave a lasting legacy
Do you remember the first time you were inspired by nature and being outdoors? Would you like future generations to have the same experience? If so, we invite you to explore planned giving through your will, IRA, or Insurance.
Make an impact that will last for generations
Making a lasting impact is as easy as designating The San Diego River Park Foundation as a beneficiary in your will. Read more to learn how!
This can be as a percentage, specific amount or as a residual beneficiary. A residual beneficiary allows you take care of loved ones first and support your passion for nature with any remaining funds.
You can direct these funds for specific purposes such as the Open Space Conservation, Youth Education, Clean River Team, or designate them for general support to give The San Diego River Park Foundation the greatest flexibility to meet future needs.
We would love the opportunity to discuss with you what inspires you and what you want your legacy to be.
Option: Join the San Diego River Park Legacy Society
Your commitment through a charitable planned or estate gift benefitting The San Diego River Park Foundation will qualify you for membership in the San Diego River Park Legacy Society. Of course, if you prefer, as many do, your commitment can remain anonymous.
Society members will be recognized at Grant Park and in our annual report, plus all benefits of a Director Circle Member.
When you are ready to include SDRPF in your plans, please let us know. That way we will be aware of your intentions. Either call us at 619-297-7380 or complete and return the Legacy Society Form.
Please print, complete, and mail the Legacy Society form to the address on the form.
Put your IRA to work by making a QCD
This is a giving tool that many people utilize. As a 501c3 public benefit charity, we are qualified to receive gifts of all or part of your required minimum distribution. And it is tax-free! Whether it is $1000, $5000 or the maximum of $105,000, the tax benefits can be significant.
QCDs are not considered taxable income. That means it won't push you into a higher tax bracket or trigger some phaseouts, which limit some kinds of tax deductions or trigger high taxes on Social Security income. There are other potential benefits, too.
This giving option is made directly from your traditional IRA, inherited IRA, inactive SEP, and inactive SIMPLE IRAs (you can't get a distribution in your name and then write a personal check).
If you are 70.5 years of age or older, this may be a wonderful way for you to support things you care about. Please contact your IRA advisor to learn more.
Contact us to discuss your plans
If you are interested in meeting to discuss your estate plan intentions and opportunities, please contact Pat Rice, our Senior Manager for Philanthropy at (619) 297-7380 or by email at patricia@sandiegoriver.org.
For legal or tax advice, it is best if you consult an attorney or tax professional.
Legal Name: The San Diego River Park Foundation; EIN: 01-0565671