A charitable bequest is extremely flexible. Because it is not payable until death occurs, it can be modified during your lifetime to reflect your current commitments and goals. It does not affect your assets or cash flow while you are living. At your death, a charitable bequest or trust distribution reduces the taxable value of your estate for both federal estate tax and state inheritance tax (in most states).

We hope that you will include San Diego Rescue Mission in your estate plan. We would be honored to invest your gift to continue serving our San Diego community. The following examples are suggested to help you consider how best to word your intent:

Leaving a Percentage of Your Estate

“I bequeath ten percent (10%) of my estate to San Diego Rescue Mission (SDRM), to be used for the general purposes of the organization at the discretion of its board. SDRM is located at P.O. Box 80427, San Diego, CA 92138-0427. Their Federal Tax ID Number is 95-1874073.”

Leaving a Percentage of the Residue [amount for ministry after taking care of family and friends] of Your Estate

“I bequeath twenty percent (20%) of the residue of my estate to San Diego Rescue Mission (SDRM), to be used for the general purposes of the organization at the discretion of its board. SDRM is located at P.O. Box 80427, San Diego, CA 92138-0427. Their Federal Tax ID Number is 95-1874073.”

A Fixed-Dollar Gift

“I bequeath Ten Thousand Dollars ($10,000) of my estate to San Diego Rescue Mission (SDRM), to be used for the general purposes of the organization at the discretion of its board. SDRM is located at P.O. Box 80427, San Diego, CA 92138-0427. Their Federal Tax ID Number is 95-1874073.”

We suggest using percentage wording for your will or trust to ensure that your plans remain in balance regardless of increases or decreases in the size of your estate. If you are considering designating your bequest to a specific Rescue Mission project, please contact us for advice.

A Final Thought: A Family Member Called “Ministry”

As you review the relationships in your life, your ministry giving can often represent some of the most important of these relationships. Today, as some donors prepare their wills and trusts, they divide their estates as if “ministry” were an esteemed member of their family. They set aside a portion equal to that of other family members and then divide that portion among the ministries that mean so much to them.

Additional Information

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Do you need additional information? The following brochures or workbooks are available from San Diego Rescue Mission:.

• An Estate Planning Quiz
• Better Estate Planning
• Making A Will That Works
• Giving Through Your Will
• Giving Through Your Trust
• Estate Inventory Workbook

Time For An Update?

Do you have confidence that your beneficiaries will be wise Stewards of the assets you transfer to them? An excellent life value is to pass-along God given assets responsibly. We can help you with proven ideas and strategies to achieve this.

Is Your Will or Living Trust Up-To-Date? If you answer yes to any of the following questions, it may be time for an update!

• I do not have a complete estate plan: Will and/or Living Trust, Powers of Attorney, and Living Will
• I have moved since my last Plan update
• My children are no longer dependent on me for support
• I wonder if my Plan will strengthen or harm my family character
• A family member now has special needs that require lifetime care
• My assets have changed significantly since my last update
• I no longer support some of the organizations listed in my current estate plan
• My named executor or powers of attorney for health or property can no longer serve

For further information and assistance, please contact Steve de Graaf in our Gift and Estate Design Services office.

Phone: 1-619-819-1758 (Steve de Graaf) or Email:

or complete our Confidential Reply Form

Write us: San Diego Rescue Mission, P.O. Box 80427, San Diego, CA 92138-0427