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Planned Giving Options

Gifts Through Wills or Living Trusts

If you are working with your estate planning attorney to include a gift to the San Diego Public Library Foundation in your will or living trust, the following is sample wording you may use in your document:

Unrestricted Gift

“I give, devise, and bequeath to the San Diego Public Library Foundation, tax ID #33-0959608, ____% of my estate to be used for its highest and best use.  These funds should be used to enhance rather than replace City funds budgeted for library services.”

Restricted Gift

“I give, devise, and bequeath to the San Diego Public Library Foundation tax ID #33-0959608, ____% of my estate, to be used for the benefit of ______________ [e.g., Central Library, branch library, or specific purpose such as READ/San Diego or technology programs].  If at the time this gift is received, these funds cannot be so used they are to be used for the highest and best use of the San Diego Public Library Foundation.  These funds should be used to enhance rather than replace City funds budgeted for library services.”

Other Planned Gift Options

Planned giving offers a number of additional opportunities to make an extraordinary impact at your library in the way that best meets your needs and goals.  Options include charitable gift annuities, charitable remainder trusts, and charitable lead trusts.

For more information, please contact Natalie Ganz, Director of Major and Planned Gifts, at (619) 238-6643 or by e-mail.

This information is not tax or legal advice. Please consult a qualified professional advisor when considering any planned gift.

Planned gifts help ensure your Library continues to provide free access to excellent collections, technology and programs.

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