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 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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Planned Giving

Our Legacy of Freedom

As a nation, we value our freedom above all else. But for someone that is visually impaired, particularly when comes later in life, the disability may feel like a prison. Thus, the ability to gain independence and their "freedom" means everything to people with visual impairments.

Planned Giving and The Legacy of Freedom

Communities thrive when all members can contribute. Thus, San Diego benefits when visually impaired individuals are productive and active. Through Planned Giving, you are changing lives---and enhancing the social and economic character of the entire region. Your philanthropic investment can have a lasting impact during many years to come.

Planned giving is very critical to the future of the San Diego Center for the Blind (SDCB) as we prepare to provide services to the growing number of adults who will experience loss of vision, particularly as the population and baby boomers age. We encourage you to talk over the options with your tax, financial and legal advisors. A simple will or bequest can have a long lasting effect on the ability of SDCB to assist many visually impaired individuals with their dream of regaining "freedom".

Types of Planned Giving

Bequest Gift
How to include San Diego Center For the Blind in your will.

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.

Charitable Gift Annuity
The charitable gift annuity enables you to make a gift to support San Diego Center For the Blind and at the same time improve the quality of life for your family. In exchange for your gift of cash or marketable securities to San Diego Center For the Blind, we agree to pay you (and a survivor or other beneficiary) a fixed amount annually for your lifetime. The transfer is part gift and part purchase of an annuity. The rate of return is attractive and the payments are guaranteed for life.

Charitable Remainder Trust
A trust is a legal agreement that specifies how the assets placed under the trust will be managed. The charitable remainder trust is an attractive method to achieve a variety of goals while providing income for life and knowing that after your lifetime, the property remaining in the trust will be used by San Diego Center For the Blind as you specified.

Life Insurance Gift
Some of our supporters no longer need their life insurance that was purchased years ago to provide for children or other family members. If that is your situation, please consider donating the policy to San Diego Center For the Blind. You may claim a charitable deduction for approximately the policy's cash surrender value, and the proceeds are completely removed from your estate.

Charitable Lead Trust
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.

Retirement Plan Gift
Many individuals today have large qualified retirement plans such as an IRA, 401(k), or Keogh plan. These assets have been growing tax-free for years. Once the owner begins to receive payments from the qualified plans, the distributions are taxed. The plans are also included in the owner's taxable estate. A retirement plan may be an excellent source of funds for making a gift to San Diego Center For the Blind.

Joint and Survivor Annuities
Gift annuities can be arranged to make payments for the lifetimes of two people, such as a husband and wife, brothers and sisters, parents and children or close friends. The rates for two lives are less than rates for one life because the period of payment may be longer. (Again check with your tax advisor and or financial planner for current applicable rates).