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Wills and Revocable (Living) Trusts
Charitable gifts by way of bequests in wills and revocable trusts are probably the simplest and most familiar form of planned giving. A bequest in a will or revocable trust will not tie up any assets during the lifetime of the donor. Such gifts can include cash, securities, real property or other specific property. Please see Suggested Wording for Wills and Trusts for sample language to effectuate a bequest. Gifts to SOHO made by bequests in wills and revocable trusts are not subject to estate taxes, and therefore can reduce the donorās estate tax liability.
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Charitable Lead Trusts
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In Memory of a Loved One
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Legal Defense Fund
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Pooled Income Funds
S. Kathleen Flanigan Preservation Revolving Fund
Securities
Wills and Revocable (Living) Trusts
Beth Montes Memorial Internship & Outreach Fund
Plaza de Panama Legal Defense Fund
For more information contact: Bruce Coons, Executive Director
bruce.coons@SOHOsandiego.org
Save Our Heritage Organisation
2476 San Diego Avenue
San Diego CA 92110
Phone: (619) 297-9327
Fax: (619) 291-3576
Save Our Heritage Organisation is a 501 (c)3 non-profit organization.
email: SOHOSanDiego@aol.com
Copyright © 2000 , Save Our Heritage Organisation. Copyright Warning