Planned Estate Giving or Bequests to The Conservancy provide a lasting legacy and have helped purchase key properties. Incorporating The Conservancy into your or a loved one’s will or estate plan as a beneficiary of specific assets or of a portion of the estate is a practical way to give charitably while meeting personal, family or financial needs.

We welcome the opportunity to discuss your goals and to give you more information about Planned Estate Giving options. Please contact us at (858)755-6959. All inquiries will be held in the strictest confidence.

We strongly advise that you consult your attorney or tax consultant about how tax benefits may apply to your specific situation. Donations to the San Dieguito River Valley Conservancy, a 501(c)(3) charity, are tax-deductible to the fullest extent allowed by law. Our tax identification number is 33-0191772.

Suggested Wording for Bequests
“I give the San Dieguito River Valley Conservancy, a 501c(3) charity, incorporated in San Diego, and having its principal offices at SDRVC, 3030 Bunker Hill Street, Suite 102, San Diego, CA 92109 the sum of $_________ (or alternately, _____ percent of the residuary of my estate), for its general purposes to protect the nation’s land and water resources.”

The Conservancy can be made the beneficiary of a variety of financial instruments. Some gift options include:

• Charitable Land Trust
• Charitable Remainder Unitrust
• Charitable Gift Annuity
• Deferred Gift Annuity
• Charitable Remainder Annuity Trust

The appropriateness of these financial instruments depends on individual circumstances. The Conservancy’s financial advisors can provide basic information on these giving options, but potential donors should consult with their financial or legal experts in considering these instruments.