How to Setup Planned Giving Contact your legal or financial advisor(s) for assistance in developing planned gifts. Thank you for your interest in ensuring that SDCB will continue offering the highest level of service to those in need. For more information please contact the San Diego Center for the Blind at 619.583.1542, email donate@sdcb.org or fill out and submit the online form for more information.  The San Diego Center for the Blind is a 501 (c) 3 organization.
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Individuals with very large estates can use a charitable lead trust to benefit San Diego Center for the Blind and pass principal to family members with little or no tax penalty. It works like this:

You transfer assets to a trust that provides payments to San Diego Center for the Blind for a term of years. Then the trust principal goes to your children, grandchildren, or others free of, or at greatly reduced, federal gift and estate tax. (Please note that a generation skipping tax [GST] is imposed on large transfers to grandchildren and others who are more than one generation younger than you.)

We make no claims regarding the accuracy of the above information or the tax consequences stemming from your use of it. Please consult with your own tax, legal, or financial planning advisor.