January, 2003 Volume 34, Issue 1

Planned Giving Program

SOHO is pleased to announce its new Planned Giving program. The program consists of information about various planned giving methods and estate planning strategies which can help the donor realize goals for obtaining valuable tax deductions and financial planning benefits while supporting SOHO. Various present and deferred giving techniques are discussed, including wills, revocable trusts, pooled income funds and charitable income funds. Information is also provided about the tax benefits of contributing securities, real estate, and life insurance to SOHO. For a free copy of SOHO’s planned giving program, call or visit SOHO’s office, or visit our website at www.sohosandiego.org/giving/. Planned giving to SOHO offers you the opportunity to contribute to SOHO’s important mission to preserve and interpret San Diego’s history while enhancing your financial security and that of your family. If you would like more information, please contact the office and leave a message for Barry Hager.