Heritage Circle Interest Form

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I/We are interested in joining the San Diego History Center's Heritage Circle. I/we:

have included the San Diego History Center in my/our estate plan.

will amend my/our estate plan to include the San Diego History Center when this has been accomplished.

would like to know more information about my options.

I/We have included or plan to include the San Diego History Center as a beneficiary of my/our estate through:

Bequest listed in Will or Living Trust

Charitable Gift Annuity

Charitable Remainder Trust

Gift of Stock

Life Insurance

Pooled Income Fund

Promised Gift of Art

Real Estate

Retirement Fund

Decline to state or unknown at the time

Name (and spouse name)

Phone Number

Email address

Mailing address

Thank you!

Thank you so very much for considering the San Diego History Center as you make plans for the distribution of your estate. With your help, we can leave an ongoing legacy for future generations of San Diegans.

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