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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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.

One way to make a gift of your retirement plan is to create a charitable remainder trust through your will. It works like this: Your IRA assets will be transferred to a charitable remainder trust. There is no tax due because the charitable remainder trust is a tax-exempt entity. The trust will provide life income to the beneficiary (for example, your child) with an eventual gift to San Diego Center for the Blind. The beneficiary will pay income tax on the distributions from the trust. Your estate will receive an estate tax charitable deduction for the value of San Diego Center for the Blind's right to eventually receive the trust assets.

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.