Planned Giving

Over 200 years of history are preserved in Old Mission San Luis Rey, California’s “King of the Missions.” Naming Old Mission San Luis Rey as the charitable beneficiary in planned giving allows donors to contribute significant support for the future of the Old Mission.

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.

Planned Giving Options:

  • Bequests
  • Living Trusts
  • Retirement Plans
  • Certificates of Deposit
  • Savings Account
  • Life Insurance
  • Charitable Gift Annuity
  • Charitable Remainder Unitrust
  • Charitable Remainder Annuity Trust
  • Charitable Lead Trust
  • Stocks and bonds

Please contact your estate/financial planner or life insurance professional for advisement of your options.

For more information and instructions on how to name Old Mission San Luis Rey as a benefactor click here.