Save Our Heritage Organisation
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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Cash
Charitable Lead Trusts
Charitable Remainder Trusts
Gifts of Life Insurance
Gifts of Real Estate
Gifts of Tangible Personal Property
Legal Defense Fund
Life Estate Agreements
Pooled Income Funds
Securities
Wills and Revocable (Living) Trusts
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.
Copyright ©2006, Save Our Heritage Organisation. Copyright Warning