Make a Planned Gift
Leave a legacy for San Diego seniors by making a planned gift to ElderHelp of San Diego. If you have made a planned gift or would like to, make sure to join the Lasting Legacy Society!
If you are interested in learning more about planned giving, This e-mail address is being protected from spambots. You need JavaScript enabled to view it us or call Leane Marchese, Executive Director at 619-284-9281 ext. 11.
There are many options for planned gifts, including several that can result in significant tax savings for you and your family. Did you know...
- You can designate ElderHelp as a beneficiary through:
- your will
- your living trust
- your life insurance
- and your retirement benefits
- You can donate stocks to ElderHelp -- making a gift of stock to ElderHelp of San Diego that is valued at $10,000 qualifies you for an income tax deduction of $10,000! If you purchased the stock more than a year ago for $5,000, you pay no capital gains tax on the $5,000 appreciation!
- Giving paid-up, un-needed insurance policies will merit an income tax charitable deduction!
- There are ways to make a gift to ElderHelp of San Diego, qualify for a charitable tax deduction, bypass capital gains taxes and receive income in return!
- You can give your home to ElderHelp of San Diego, receive a tax deduction, and continue to live in your home!
- Gifts to ElderHelp of San Diego made in your will or living trust are estate tax free!
- Transferring the assets in your qualified retirement plan to family members other than your spouse may be subject to taxes as high as 85%! But... Making ElderHelp of San Diego the successor beneficiary of you and your spouse insures that any remaining assets will have full value for our programs.
- ElderHelp has partnered with the San Diego Foundation to offer Charitable Gift Annuities.