Planned Giving: Frequently Asked Questions

There is no “best way.”  Rather, there are many, many ways to give.  You can write a check, use a credit card, transfer stock, bonds, or real estate. You can make a bequest or designate us as the beneficiary of an IRA.  If you’d like our help exploring gift opportunities, simply use the “contact us” button to the right to get in touch.  

How do I know how my gift will be used?

To some extent you can designate how your gift will be used.  You can apply it to an existing program…you can specify that it be applied to a larger, yet general goal…or you can state that a gift should be used to support our overall mission. 

How do I designate how I want my gift to be used?

You can specify your wishes with a letter of intent or by creating a Memorandum of Agreement.  Or simply write in the memo portion of your check how you want your gift to be used. 

How can I find out more about making a gift of stock or including The San Diego Museum of Art in my estate plan?

Simply use the “contact us” button to the right and we will be happy to talk to you about gift opportunities. 

What is the difference between a designated gift and an unrestricted gift? 

A designed gift is used for the special purpose that you specify.  An unrestricted gift is put in the general fund that supports all of our programs and projects as well as our overall mission. 

How does a charitable bequest work?

A charitable bequest lets you make a gift now that is realized some time in the future. Simply designate in your will or your living trust that The San Diego Museum of Art receives a specific amount or certain property at your death.  If you already have a will and/or living trust, your attorney can easily amend it through a codicil or amendment. Since a bequest gift is not completed today, you have the opportunity to change the gift arrangement if your needs or goals change.  For many of our supporters, a charitable bequest is an ideal wa y to make a meaningful gift. 

I’d like to make a gift but I don’t know if I can make a gift now…

Whatever your philanthropic goals, planning now is the right thing to do.  But planning now does not mean you have to give now.  Some of the most meaningful and rewarding gifts are those that can be planned today and completed later.  Ask us for more information.