Join Our Legacy Circle

Rady Children's Legacy Logo

An investment in Rady Children's future is a special gift—a gift to children now and in the future. That is what Rady Children's Legacy Circle is all about. Members are individuals and couples who have generously planned for Rady Children's in their wills or trusts or have made other forms of planned or deferred gifts.

You will be recognized as a member of the Legacy Circle, along with more than 300 other individuals and couples in the first floor of our Rady Children's Way Pavilion. In addition, we will keep you apprised of the latest developments at Rady Children's through a comprehensive stewardship report, our Rady Children's Magazine and through invitations to gatherings designed to inform you of the latest developments and challenges facing Rady Children's.

We invite you to become a member of Rady Children's Legacy Circle. If you have made a bequest or other estate gift to Rady Children's already but have not previously notified us, we encourage you to share your wishes with us. In addition, those who give life income gift arrangements with a fair market value of $10,000 or more will be recognized as a Children's Circle of Care member in the year in which their gift is given. Children's Circle of Care is an exclusive group of philanthropists who support children's hospitals across North America. For more information on Legacy Circle or Children's Circle of Care please call our Gift Planning office at 858-966-5804.


For more information on Legacy Circle please contact Elise Webster at 858-966-7537 or

A charitable bequest is one or two sentences in your will or living trust that leave to Rady Children's Hospital Foundation a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

Sample Language

"I, [name], of [city, state, ZIP], give, devise and bequeath to Rady Children's Hospital Foundation [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Rady Children's or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Rady Children's as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Rady Children's as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Rady Children's where you agree to make a gift to Rady Children's and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.

eBrochure Request Form

Please provide the following information to view the brochure.