Legacy gifts are lasting commitments to Alliance San Diego’s mission and ensure our financial strength for future generations.
There are many ways to make a legacy gift to Alliance San Diego. You may choose to create an endowment or named fund, add Alliance San Diego to your living trust, or make a gift of real estate. Alliance San Diego can also be designated as a beneficiary on a new or existing insurance plan, or you can make a gift to Alliance San Diego from your pension, or other tax-deferred plan.
With your gift, you leave behind a legacy of your generosity and commitment to Alliance San Diego, making a lasting impact on the community for years to come. For more information regarding the Legacy Giving program, please contact Margaux Dinerman, Director of Advancement at firstname.lastname@example.org or 619-629-0370.
Alliance San Diego in your Estate Plan
Naming Alliance San Diego in your Will or Trust
Including Alliance San Diego in your Will or Trust is one of the easiest and most valuable gifts you can give to aid Alliance San Diego in strengthening and protecting our democracy.
Including Alliance San Diego in your will or estate plan is simple; you may designate a specific dollar amount to Alliance San Diego, bequeath a specific property (such as securities, savings bonds, real estate, or personal property), or allocate a percentage or portion of your estate.
If you have already drawn your Will or Trust, there is no need to change or redraw the entire document. A simple, and substantially less costly "Codicil" or "Amendment" to the original document may suffice.
Naming Alliance San Diego in Your Financial Accounts
Most financial accounts, such as your Life Insurance Policy, Retirement Account (IRA, 401K, Roth) or CD or savings accounts allow you to designate Alliance San Diego as a beneficiary upon your passing. Please contact your bank or your plan administrator for specific instructions.
Information for Your Attorney or Financial Advisor
Alliance San Diego has provided some suggested bequest language for your convenience. You may use the language below to facilitate your legacy gift to Alliance San Diego.
"I give, devise, and bequeath to Alliance San Diego, a nonprofit organization, located at (ADDRESS), USA, the sum of $_____ (or specific property, or a designated percentage or remainder of my estate) to be used by Alliance San Diego to further its goal to to empower diverse people and organizations to engage more effectively in our communities and civic process to create a San Diego where all people can achieve their full potential.”
Always consult a professional before establishing or amending your Will or other estate documents. Alliance San Diego is a 501(c)3 tax-exempt non-profit organization. Alliance San Diego’s legal name is “Equity Alliance of San Diego.” Alliance San Diego’s Tax ID number is 26-1712580. For more information regarding the Legacy Giving program, please contact Margaux Dinerman, Director of Advancement at email@example.com or 619-629-0370.