Opening a legacy fund allows you to communicate how you would like an estate gift to be administered. Legacy funds have no assets in them until a gift is received from an estate.
Fiscal responsibility and transparency are crucial considerations when making decisions about establishing a fund. The kind of assurance you desire is made possible when working with a stable and sustainable organization like The San Diego Foundation.
For us, stewardship is about more than just money -- it’s about looking after your vision as well. Our business is to receive, administer and provide ongoing stewardship of estate gifts with the utmost accuracy, integrity and transparency. That’s how we ensure our donors’ intentions are honored, now and forever.