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Planned Giving (Wills, IRAs, Insurance, etc.)



image Whether is was when you were growing up, last year, or yesterday, a memory of being outdoors can stay with you a lifetime.

We invite you to join a group of thoughtful donors whose estate gifts ensure others will have the opportunity to enjoy the San Diego River and the outdoors. That wildlife and the River will have a healthier future and that programs you value will continue on.

You can have impact that will last for generations. It can be as easy as designating The San Diego River Park Foundation as a beneficiary in your will. You can also direct these funds for specific purposes such as open space acquisition, Discovery Center, or youth education. You can also direct your gift for general purposes to give The San Diego River Park Foundation the greatest flexibility.

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 in the San Diego River Discovery Center at Grant Park when it opens (scheduled for 2017) and in our annual report, plus all benefits as a Director Circle Member.

If you are interested in meeting to discuss your estate plan intentions and opportunities, please contact our President and CEO,
Rob Hutsel, (619) 297-7380 x 108 or by email at rob@sandiegoriver.org.

For legal or tax advice, please consult an attorney.

Legal Name: The San Diego River Park Foundation
EIN: 01-0565671
Address: 4891 Pacific Highway, Suite 114; San Diego, CA 92110


Sample Language for your Will or Revocable Living Trust:


Residual Gift Language:


A residual bequests comes to The San Diego River Park Foundation after all your estate expenses and specific bequests are paid.


I give and devise to The San Diego River Park Foundation (EIN 01-0565671), located in San Diego, California, all (or state a percentage) of the rest, residue, and remainder of my estate, both real and personal, to be used for its general support (or state a specific fund or program - please contact us if you would like to discuss how best to be clear about your intent).


Specific Gift Language:

I give and devise to The San Diego River Park Foundation (EIN 01-0565671), located in San Diego, California, the sum of $________ (or state specific asset) to be used for its general support (or to support a specific fund or program).

 

Retirement Plan Beneficiary Language

You may name The San Diego River Park Foundation (EIN 01-0565671) as a beneficiary of your IRA or other qualified retirement benefits. Potential donors should consult with a tax advisor about the benefits of such a gift.

Put Your IRA to Work Today - Make a "Tax-Free" Gift
IRA Charitable Rollover is now permanent. If you are 70 1/2 years of age or older. This may be a wonderful way for your to support things you care about. Please contact your IRA advisor to learn how to take advantage of this opportunity to use your required distribution and turn it into a "tax-free" gift (up to $100,000 annually) that doesn't contribute to your federal Adjusted Gross Income. While it isn't eligible for a federal income tax charitable deduction, the benefits of not having the distribution count as income, can be significant. Please contact your tax or legal advisor to learn more as this gift needs to be made directly from your IRA to The San Diego River Park Foundation.

There are other means which you can support those things you care about. If we can be of assistance, please do not hesitate to contact us.


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