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Whaley House

Wills and Revocable (Living) Trusts

Charitable gifts by way of bequests in wills and revocable trusts are probably the simplest and most familiar form of planned giving. A bequest in a will or revocable trust will not tie up any assets during the lifetime of the donor. Such gifts can include cash, securities, real property or other specific property. Gifts to SOHO made by bequests in wills and revocable trusts are not subject to estate taxes, and therefore can reduce the donor's estate tax liability.

For more information - contact Bruce Coons, Executive Director


Online - Use our secure form
Phone - Call (619) 297-9327
Mail - Print form & mail

Contribute to any one of these important funds and personalize your donation to meet the areas you care most about!

Direct Donations

Planned Giving

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2476 San Diego Avenue · San Diego CA 92110 · Phone (619) 297-7511
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