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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Life Income Gift

How To Establish a Life Income Gift

Family obligations and the need to provide for retirement, coupled with the high cost of living, make it difficult for many people to consider substantial charitable gifts now. But there is a way to have the satisfaction of making a meaningful lifetime gift without sacrifice. In fact, you can get current income tax and financial benefits. It is called a life income gift. You irrevocably transfer some assets to San Diego Center for the Blind now, and in return, you (and a survivor, if you wish) receive income for life. As a result, the assets are used to carry out our mission.

By making a life income gift to San Diego Center for the Blind, you will receive the following benefits, in addition to the pleasure of knowing the good work your gift will do.
  • A charitable deduction in the year you make the gift for the present value of our right to eventually receive the assets.
  • Your effective yield is increased by substantial income tax savings.
  • Income can be taxed more favorably in some plans.
  • You unburden yourself of investment concerns.
  • Your probate and estate administration costs may be reduced.
Examples of Life Income Plans
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.