Mission Legacy Guild
Over 200 years of history are preserved in Mission San Luis Rey, California's "King of the Missions". Now there is a way for you to help enhance the Mission legacy for years to come.
Mission Legacy Guild
The term "planned giving" refers to charitable gifts that require some planning before they are made. Planned gifts are popular because they can provide valuable tax benefits and/or income for life.
Whether a donor uses cash or other assets, such as real estate, artwork, or partnership interests, the benefits of funding a planned gift can make this type of charitable giving very attractive to both the donor and charity.
How to Include Mission San Luis Rey in Your Will
Many of our supporters make charitable gifts by naming Mission San Luis Rey as a beneficiary in their will. The federal government encourages these gifts and bequests, by allowing an unlimited tax-deductible charitable donation.
To make a bequest to Mission San Luis Rey, the following language will be helpful to your attorney:
"I give, devise and bequest to Mission San Luis Rey, located at 4050 Mission Avenue, Oceanside, CA 92057, the sum of ______________ (or otherwise describe the gift or specify a percentage of the estate) as a Mission Legacy Gift."
Here are five possible ways you can make a Mission Legacy Bequest:
1. Fixed-Dollar Bequest
You designate a specific amount to Mission San Luis Rrey. This option is often best in cases of smaller bequests.
2. Leaving a Percentage
Some people choose to leave Mission San Luis Rey a set percentage of the estate.
3. Residual Bequest
Your estate will pay all debts, taxes, expenses, and specific bequests. The remaining amount--the residual--will be transferred to Mission San Luis Rey.
4. Bequest of Property
A donor may choose to leave Mission San Luis Rey a particular piece of real property or tangible personal property, such as jewelry, automobiles, art or other assets. Great care should be taken accurately to describe the intended property and the other interest bequeathed, if it is not the entire ownership itnerest.
5. Designation as Beneficiary of Your Life Insurance or Retirement
Some people choose to create their Mission Legacy gift by designating Mission San Luis Rey as beneficiary of their liffe insurance or retirement accounts.
We are extremely grateful to our donors who have chosen to support Mission San Luis Rey with a lasting legacy through their estates. Through your commitment of support, you reach beyond time and help carry on the spiritual, cultural, historical, and educational presence of Mission San Luis Rey for generations and generations to come.
Please note: Mission San Luis Rey is not engaged in rendering legal or tax advisory services. For advice or assistance in specific cases, the services of an attorney or other professional advisor should be obtained. Advice from legal counsel should be sought when considering planned gifts such as bequests. Mission San Luis Rey is a 501 (c) 3 organization. For your records and federal income tax purposes, the tax ID number for Mission San Luis Rey is 95-2252971.
Thank you for your support!