Gifts through your will and trust can have a lasting impact on meaningful library programs.
Through your will or living trust, you can give the Library Foundation money, property, or a share of your estate’s value.
If you are working with your estate planning attorney to include a gift to the Library Foundation in your will or living trust, thank you! The following is sample wording you may use in your document:
“I give, devise, and bequeath to the Library Foundation SD, tax ID #33 – 0959608, ____% of my estate to be used for its highest and best use. These funds should be used to enhance rather than replace City funds budgeted for library purposes.”
This language can be modified to describe a gift of cash or other assets or to benefit a particular library branch or program. We can help you with that language if you want to direct your gift in a specific way. Please note that gifts for Library Foundation SD’s “highest and best use” provide the greatest flexibility for us to apply your gift toward top priorities at the time it is received.
We’re Here to Answer Your Questions
For more information, please contact Director of Major and Planned Gifts Kymberly Mueller at (619−238−6641 or by email) or Chief Philanthropy and Engagement Officer Natalie Ganz (619−238−6643 or by email).
This information is not tax or legal advice. Please consult a qualified professional advisor when considering any planned gift.
Planned giving webinars
