Ways to donate Mission San Luis Rey de Francia

Many of you have history at California Missions, specially in Mission san Luis Rey. You may have grown up in the parish, have family in our cemetery, may have been married there, or baptized there or attended school there...or you may just take great pride in this magnificent architectural masterpiece...and many others have great respect for the contribution of the hundreds of Native Americans, the Luiseno whose labor made this old adobe structure possible.

Wills And Trusts

Gifts to Old Mission San Luis Rey Historic Foundation, may be excluded from estate taxation. The full value of the amount assigned will be available to support Old Mission San Luis Rey Historic Foundation, programs. Making a contribution through your will or trust results in no alteration of your current lifestyle.

Life Insurance

Make Old Mission San Luis Rey Historic Foundation, the owner and beneficiary of your old policy or a new one. If annual premiums are due, make gifts to Old Mission San Luis Rey Historic Foundation, in the amount of the premium and qualify for an income tax deduction.

Charitable Trusts

Income to You - Making a gift to a Charitable Remainder Trust or a Pooled Income Fund returns income to you in addition to income and estate tax benefits and bypasses capital gains taxation. The income you receive can be for your lifetime or for a period of years. In some instances, you may choose the amount of income you will receive.

Income to Charity - Transferring assets to family members is subject to gift and estate taxes, perhaps as much as 55%. Through a Charitable Lead Trust you can reduce, even eliminate those taxes. In this vehicle you select an annual amount to be distributed to Missions Foundation, Inc. You also choose the number of years for the distributions. After the selected term, the assets in the trust pass to your family at substantially reduced taxes.

Retained Life Estate

A significant part of most Californians’ estate is their home. You can surrender ownership of your home to Old Mission San Luis Rey Historic Foundation, while you continue to enjoy all the benefits of staying in your present surroundings for your lifetime, and receive tax benefits.

Stocks

Giving appreciated stock returns several benefits to a donor. The gift amount is the value of the stock on the date it is given, not the purchase amount. Additionally, no tax is due on the capital gains.

Real Estate

Similar to gifts of appreciated stock, the gift value of contributions of real estate is the fair market value of the property at the time of the gift—not the original purchase price. And no taxes will be due on the appreciated value of the property.

Qualified Retirement Assets

Transferring remaining assets in qualified retirement plans to any family member other than one’s spouse results in taxes that may exceed 80 percent. Naming Old Mission San Luis Rey Historic Foundation, as the successor beneficiary of your spouse allows you both to have use of the assets during your lifetimes and transfers the full value of any remaining assets to support the purpose of Old Mission San Luis Rey Historic Foundation, Inc.

Check or Credit Card

An immediate donation can help restore, enhance, maintain and preserve the physical structures of the Mission.