Leave a Legacy

Consider joining the United Way of San Diego’s Legacy Society, which acknowledges the vision of individuals who have provided for the future of San Diego communities by making a Legacy gift. Legacy gifts include all planned gifts and outright gifts of $100,000 or more to endowment. Each one is important in forging a future of possibilities for San Diego.

Example of Legacy Gifts:

• Bequest through your will or living trust
• Gifts that produce income for you and your loved ones such as charitable trusts, charitable gift annuities and pooled income funds.
• Naming United Way of San Diego as a beneficiary of a retirement plan, life insurance policy, or investment account.
• Outright gifts of appreciated securities or cash of $100,000 or more to United Way of San Diego’s endowment fund that will distribute income in perpetuity for generations of San Diegans.

For more information, contact Lisa Alexander, Senior Director of Philanthropy, at (858) 636-4154 or lalexander@uwsd.org.