Gift Planning - Live Oaks Society

Planning for Your Family

The goal of estate planning is to provide peace of mind and financial support for yourself and your loved ones.

• Make sure your will is the best it can be.
• Plan for a financially secure retirement.

Helping Others

After your family is taken care of, you can extend your support by including a gift to the San Diego Natural History Museum in your long-term plans.

• Leave us a percentage of your assets through a gift in your will.
• Make a charitable gift to us and receive fixed payments for life.
• Designate a percentage of your retirement plan assets to benefit the San Diego Natural History Museum after your lifetime.
• Donate appreciated stock you have owned for more than one year.
• Donate your home or another piece of real estate.
• Arrange a charitable remainder trust to benefit the San Diego Natural History Museum.
• Set up a charitable lead trust that supports us and helps preserve your loved ones' inheritance.