Planned Giving
Planned giving allows you to make a meaningful impact on the future of San Diego Oasis without affecting your finances today.
Planned Giving
Planned giving allows you to make a meaningful impact on the future of San Diego Oasis without affecting your finances today.
By including San Diego Oasis in your estate plans, you ensure that our lifelong learning,
health, and volunteer programs will be there for future generations of older adults.
About Planned Giving
There are many ways to create a legacy that reflects your values and strengthens San Diego Oasis for generations to come. Planned gifts can help you maximize your impact, retain control of your assets during your lifetime, and may offer tax advantages to you or your estate. Our team is happy to help you explore options that align with your goals and philanthropic vision. We also encourage you to consult your financial or legal advisor to ensure your plans are the best fit for you and your family.
Have you already included Oasis in your plans? Please email Simona Valanciute at [email protected], with the details so we can thank you and recognize your thoughtful commitment or click on the button below to fill out our Planned Gift Letter of Intent Form.
Ways to Give and Leave Your Legacy
Please email Simona Valanciute at [email protected] for questions or help making a planned gift.
Bequest Gifts
Name San Diego Oasis in your will or trust as the beneficiary of a specific amount, asset, or percentage of your estate. Your estate may qualify for a charitable deduction for the value of the gift, and your generosity will help sustain San Diego Oasis’ mission of lifelong learning, health, and connection for years to come.
Sample language you can use: “I give to San Diego Oasis, a nonprofit corporation located in San Diego, California, Federal Tax ID #30-0403895, the sum of $___ (or ___% of my estate) to be used for its general charitable purposes.”
If you wish to designate your gift for a particular purpose, please contact us so we can ensure your intentions are honored and your legacy has the greatest possible impact.
Beneficiary Designations
Designating San Diego Oasis as a beneficiary of your retirement plan, life insurance policy, or commercial annuity is simple and flexible. Beneficiary designations can be updated at any time, and retirement assets left to a qualified charity are typically exempt from income and estate taxes.
Charitable Annuities and Trusts
Charitable giving vehicles such as a charitable gift annuity or charitable remainder trust allow you to support San Diego Oasis while receiving fixed or variable payments for life (or a term of years). These gifts can provide tax advantages and create a meaningful legacy that benefits San Diego Oasis for years to come.
*NOTE: Charitable remainder trusts accepted on a case-by-case basis, as determined by Oasis’ Gift Acceptance Committee.
By including San Diego Oasis in your estate plans, you ensure that our lifelong learning, health, and volunteer programs will be there for future generations of older adults.
About Planned Giving
There are many ways to create a legacy that reflects your values and strengthens San Diego Oasis for generations to come. Planned gifts can help you maximize your impact, retain control of your assets during your lifetime, and may offer tax advantages to you or your estate. Our team is happy to help you explore options that align with your goals and philanthropic vision. We also encourage you to consult your financial or legal advisor to ensure your plans are the best fit for you and your family.
Have you already included Oasis in your plans? Please email Simona Valanciute at [email protected] with the details so we can thank you and recognize your thoughtful commitment or click on the button below to fill out our Planned Gift Letter of Intent Form.
Ways to Give
Please email Simona Valanciute at [email protected] for questions or help.
Bequest Gifts
Name The Oasis Institute in your will or trust as the beneficiary of a specific amount, asset, or percentage of your estate. Your estate may qualify for a charitable deduction for the value of the gift, and your generosity will help sustain San Diego Oasis’s mission of lifelong learning, health, and connection for years to come.
Sample language you can use: “I give to The Oasis Institute, a nonprofit corporation located in San Diego, California, Federal Tax ID #43-1830354, the sum of $___ (or ___% of my estate) to be used for its general charitable purposes.”
If you wish to designate your gift for a particular purpose, please contact us so we can ensure your intentions are honored and your legacy has the greatest possible impact.
Beneficiary Designations
Designating The Oasis Institute as a beneficiary of your retirement plan, life insurance policy, or commercial annuity is simple and flexible. Beneficiary designations can be updated at any time, and retirement assets left to a qualified charity are typically exempt from income and estate taxes.
Charitable Annuities and Trusts
Charitable giving vehicles such as a charitable gift annuity or charitable remainder trust allow you to support San Diego Oasis while receiving fixed or variable payments for life (or a term of years). These gifts can provide tax advantages and create a meaningful legacy that benefits San Diego Oasis for years to come.
*NOTE: Charitable remainder trusts accepted on a case-by-case basis, as determined by Oasis’ Gift Acceptance Committee.