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Support the Bar Foundation
The Bar Foundation is a 501 (c) 3 tax-exempt public charity and, as such, all contributions to the Foundation are tax deductible to the fullest extent of the law.
The following is a brief overview of options for contributing to The San Diego County Bar Foundation. This information is not all-inclusive because each individual donor has unique and specific interests and conditions that must be considered. As you consider your gift planning, please feel free to contact Executive Director Briana Wagner to discuss your interests and options.
Giving options include:
- Membership in the Fellows Program
- Memorials and the Distinguished Lawyer Memorial Fund
- Tributes
- Bequests
- Trusts
- Endowment or Named Funds
- Gifts of Securities, Property or Life Insurance
- General Contributions
- SDCBA DUES
MEMBERSHIP IN THE FELLOWS PROGRAM
In order to recognize San Diego lawyers who with professional, public and private careers which have demonstrated outstanding legal ability and devotion to the welfare of the community, the Bar Foundation is in the process of establishing a Fellows Program.
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MEMORIALS
A memorial contribution is a personal remembrance that honors the life of a friend, relative or colleague. When you make a memorial gift to the Foundation, we notify the family of the individual and acknowledge that your gift was made in memory of their loved one.
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THE DISTINGUISHED LAWYER MEMORIAL FUND
The Distinguished Lawyer Memorial Fund gives special and permanent recognition to deceased lawyers and judges of the San Diego County Bar who demonstrated superior legal skills and high ethical standards throughout careers of significant length. Invitations to submit a nomination are extended to families, friends and interested persons of lawyers and judges qualified for inclusion in the Memorial. Colleagues, friends and families of Distinguished Lawyers join together to make a tax deductible contribution of $2,500 to the Fund that benefits worthy legal projects in San Diego County. You may download a nomination form or contact Executive Director Briana Wagner.
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TRIBUTES
A gift to the Foundation is a thoughtful way to recognize and commemorate a significant event in the life of a friend, relative or colleague. The Foundation will notify the individual and others that you designate to acknowledge that you made a gift in their honor.
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BEQUESTS
You can leave a legacy to the Foundation through your will. This is a simple method of giving and can be a percentage of an estate, property or a specific dollar amount. The following sample wording is included for your consideration. If you have already included the Bar Foundation in your will, please contact the Foundation so that we can express our appreciation.
Will --- I give, devise and bequeath to The San Diego County Bar Foundation, a California not-for-profit corporation, the (sum of $____)(____percent of my estate)(the following property:____) to be used for the benefit of said Foundation in such manner as the Board of Directors thereof may direct.
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TRUSTS
As you work with your professional advisors, they may suggest a variety of trusts that can be established to meet the planning needs of your family while also providing a gift to the Foundation. If your planning includes a trust-based gift to the Foundation, we would be pleased to work with your professional advisors.
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ENDOWMENTS OR NAMED FUNDS
Any contribution may be designated to establish an endowment or named fund. It is the policy of the Foundation to invest the corpus and use only income to provide a perpetual source of support. Please contact the Foundation to discuss your interest in establishing an endowment or named fund.
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GIFTS OF SECURITIES, PROPERTY OR LIFE INSURANCE
As you consider a gift to the Foundation, it is always wise to work with a tax advisor. Gifts of appreciated securities, property or life insurance provide excellent ways to redistribute assets and to make a large gift with a smaller outlay of cash. If you are considering gifts in any of these forms, please contact the Foundation for assistance.
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GENERAL CONTRIBUTIONS
The Foundation is grateful for the support of its work, as evidenced by all contributions. The Foundation applies all general contributions to the annual fund unless a donor provides an alternate instruction.
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SDCBA DUES
When you receive your annual SDCBA dues statement, a contribution of $20 is included in the total amount. Unless you elect not to pay that portion of your statement, the Foundation receives a tax-deductible gift of $20 from the member. Currently, approximately 25% of members make an annual contribution to the Foundation through their dues.
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