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Reflections Quarterly Newsletter


July 2003 Volume 34, Issue 4


It's Year-End Tax Planning Time!
Remember Planned Giving to SOHO

Looking for ways to reduce this yearâs taxes? Take advantage of SOHO's 501(c)(3) status to help reduce your taxes! Planned giving to SOHO offers you the opportunity to contribute to SOHO's important mission to preserve the history of San Diego for future generations. There are many opportunities to support SOHO which offer substantial tax and financial advantages to the donor. Gifts can be made in the form of present donations or deferred gifts as part of your financial and estate plan.

Consider making present gifts to SOHO (including cash donations, gifts of appreciated securities, real estate and life insurance), as well as deferred gifts (made through living trusts, Pooled Income Funds, Charitable Remainder Trusts and Charitable Lead Trusts). Many types of deferred gifts allow the donor to take a present income tax deduction while still enjoying an income stream from the gift for life.

More information on Giving to SOHO


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