Planned Giving

Joining ElderHelp’s Legacy Partners affirms your dedication to improving the lives of San Diego seniors for years to come.

Designation in your Will or Trust
– A way to acknowledge a special loved one or meaningful service, your gift will have impact for generations to come.

IRA Charitable Gift or Rollover
– Designating ElderHelp for required minimum distributions impacts your charitable tax deduction and can bypass tax assessments for your heirs.

Charitable Gift Annuity
– A way to ensure guaranteed income to stay in your home and benefit future generations of seniors.

Stock
– Maximize your charitable deductions by designating capital gains or gifts of stock to support San Diego seniors.

To learn more about gift planning, talk with your financial or tax advisor about strategies to maximize the impact of your gift.

For more information please contact
Gretchen Veihl

Director of Philanthropy
858-380-5250 

“All San Diegans need to pay attention to this vulnerable population. Congratulations to ElderHelp for finding innovative solutions that help seniors live independently in their homes.”

Jerry Sanders, President

San Diego Chamber of Commerce

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