Our planned giving staff is ready to explore with you and/or your professional advisors the best possible giving opportunities to suit the philanthropic and financial objectives of you and your family. We can show you how to:
- Avoid capital gains tax on the sale of appreciated assets
- Increase your income
- Receive a fixed, guaranteed income for life
- Reduce your current income taxes, and more…
The USD Planned Giving Guide web site offers comprehensive information for donors, prospective donors, and professional advisors. The Planned Giving Guide contains a wealth of information about estate planning and how to make gifts that take maximum advantage of our tax laws. The guide includes a gift calculator for computing your own charitable deductions.
By clicking professional
advisors or the GiftLaw
icon you will have the
opportunity to read the latest tax law changes, news from Washington, and
have full access to GiftLaw
Pro, a comprehensive charitable giving and tax information
service. It is a planned giving electronic library with over 5,000 links that
will answer any of your planned giving questions. GiftLaw Calculator is a planned
gifts deduction calculator for professionals that follows the IRS format. Click
on GiftLaw
Calculator to run charitable deductions for planned gifts.
We hope you enjoy surfing the USD Planned Giving web site. If you have any questions about planned giving or this site, please contact John Phillips at 619-260-4523, or e-mail us at jphillips@sandiego.edu.
