When creating a living trust, many clients want to leave a gift to a charity — but it can be hard to know which local organizations to trust. One I personally admire is Mountain Shadows.
Founded by two fathers in the late 1970s, Mountain Shadows Community Homes opened in 1980 on 5.5 acres in Escondido and has grown to serve more than 200 people through eight programs — including licensed homes in Escondido and San Marcos, intermediate-care homes in Riverside, and an Outreach day program for 100+ adults. The Mountain Shadows Foundation is a 501(c)(3) supported by donations, gifts, and a Legacy Society.
A charitable gift can reduce your taxable estate and, when structured as a remainder interest, may produce income tax deductions. You can leave a percentage, a specific asset such as stock or real estate, or a named fund. Learn more at mtnshadows.org.
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