The San Marcos COVID-19 Community Grants Program awards grants to support San Marcos residents affected by COVID-19. Learn more
The San Marcos COVID-19 Community Grants Program awards grants to support San Marcos residents affected by COVID-19. Learn more
We accept gifts of cash, appreciated securities, life insurance, real estate, charitable remainder trusts. See Planned Giving at a Glance for more information.
As of January 2016, up to $100,000 per year can be gifted, tax free, from an IRA into an endowment at the Foundation. This endowment could ultimately be named as the beneficiary of your entire IRA through a planned gift.
No. We do accept charitable reminder annuity trusts.
Yes, in certain circumstances.
Not at this time.
Yes, and it will remain in perpetuity.
Yes. The Foundation is committed to honoring your anonymity at all times.
Yes. And if there are restrictions as to purpose or annual distribution, they must be irrevocably specified at the time the planned gift is finalized.
Although the Foundation understands that a planned gift is a very personal decision, we encourage donors to consider placing some or all of the planned gift into the Community Impact Fund. This fund was created to give the Foundation absolute discretion in how the funds can be mobilized out into the San Diego County community to address the most critical issues at any time.
Very important roles. Your advisors will guide and advise you about the best options within your estate plan. The Foundation will work with you and your team on how to execute this plan.
The professional staff at the Rancho Santa Fe Foundation provides options for your charitable giving and shares their extensive knowledge of nonprofits doing the best work in your areas of interest in San Diego County and beyond.
Join the many philanthropists making an impact with their charitable giving through donor advised funds at the Rancho Santa Fe Foundation.
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Build a sustainable future for your nonprofit or a nonprofit you support by establishing an endowment fund at the Rancho Santa Fe Foundation.
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Discover all the ways to give and receive grants through charitable funds and programs at the Rancho Santa Fe Foundation.
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Tax ID #95-3709639
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