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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

Planned Giving

Rancho Santa Fe Foundation offers many options for your legacy gift. We can help you establish a permanent charitable endowment tailored to your philanthropic goals.

How RSFF Can Help You

Whether your goal is to endow your annual gifts to the organization of your choice, to memorialize the life of a loved one in the community, or simply to leave a lasting legacy, a planned gift to Rancho Santa Fe Foundation will enable us to continue to meet the needs that matter most to you in the future.

The professional staff at 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. Contact our team to get started.

Planned Giving Options

Beneficiary of Your Will

Beneficiary of Your Will

You may name the Foundation as a charitable beneficiary in your will, specifying a certain sum, a percentage, or the residue of your estate. We can establish guidelines to ensure that your charitable intentions are met in the future.

CRT and CLT

CRT and CLT

Choosing from a variety of planned gifts, such as Charitable Remainder Trusts or Charitable Lead Trusts, might be an option for you. This type of arrangement is ideal for the gifting of appreciated assets.

Generally these assets provide a current income tax deduction for the present value of the remainder committed to charity, with no capital gains on the disposition of the appreciated assets. And there is no tax on the earnings of the trust. Naming the Rancho Santa Fe Foundation as the final beneficiary of the trust enables you to serve posterity with your generosity today.

Life Insurance

Life Insurance

Life insurance may be used as a bequest instrument, also naming the Foundation as the beneficiary.

Real Estate

Real Estate

A gift of real estate may provide you with a means of using the value of your home or real property to create your legacy. Upon the acceptance and sale of your property, the Foundation will manage the proceeds in a fund established by you that will keep on giving.

Learn more about our Charitable Special Assets Fund.

Interested in Planned Giving with RSFF?

Contact our team to learn more and get started.

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Expanded Community Vision

Global

Rancho Santa Fe Foundation donors support causes around the world. Worldreader provides e-readers to students in many countries to expand literacy and economic opportunity.

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