Making
a Planned Gift to the
Taa-naash-kaa-da Sanctuary Yraceburu
EarthWisdom Learning Center
Through a planned gift to the Taa-naash-kaa-da
Sanctuary Yraceburu
EarthWisdom Learning Center,
you have the opportunity to support the Sanctuary and receive lifetime
benefits important to your financial future. Planned gifts include
charitable gift annuities, bequests, and gifts of retirement plan
assets and other assets. These bequests are a critical ingredient in
ensuring the Sanctury fulfills its mission. Below are some of the ways
donors provide for the Sanctuary through planned gifts.
All donors who include the Taa-naash-kaa-da
Sanctuary Yraceburu
EarthWisdom Learning Center
in their estate plans or make a planned gift are eligible to become
members of the Sanctuary Heritage Society. Members receive an
invitation to an annual event, recognition in the Annual Report,
complimentary private Medicine Walks, and a special gift. The Society
is the Sanctuary's way of saying "thank you" for including the
Sanctuary in your plans. To enroll, complete the Sanctuary Heritage
Society Enrollment Form.
HOW TO REMEMBER THE SANCTUARY IN YOUR WILL:
• A specific dollar amount or percentage of your estate
• Certain securities you choose, or other property such as real estate
• A residuary bequest of all or a part of your estate that remains
after the payment of specific bequests to others
You may want to share the following wording with your attorney for
inclusion in your will or trust:
“I give and bequeath the sum of $____
(or ___ % of my estate, or ___ shares of X corporation) to the
Taa-naash-kaa-da Sanctuary Yraceburu EarthWisdom Learning Center to be
used for its general purposes.”
various ways
you can help support the Sanctuary
Bequest — Include the Sanctuary in
your will or trust for a specific dollar amount, a percentage of your
estate, or another type of provision to make a thoughtful gift to the
Sanctuary and receive potential tax savings for your estate. If you
prefer to restrict your gift to a particular program or area of the
Sanctuary, please let us know.
Charitable gift annuity — To
establish a charitable gift annuity, a donor makes a gift of cash or
appreciated securities to the Sanctuary. In exchange, the donor is
eligible to receive a charitable income tax deduction and receives
annual (or quarterly, or semiannual) payments for life. Payment amounts
may be made to the donor or to another person and are based on the age
of the person receiving the payments.
Charitable remainder trust — A
charitable remainder trust is established when cash or securities or
another asset are transferred to a trust. The donor or another person
receives payments from the trust for life or for a term of years (not
exceeding 20). At the end of the lifetime or term of years, the trust
terminates and the assets pass to charity.
Charitable lead trust — A charitable
lead trust is established when cash or securities or another asset are
transferred to a trust. The donor arranges for one or more charities to
receive payments from the trust. At the end of the trust term, the
assets pass to the donor or family members.
Life insurance — Name the Sanctuary
as beneficiary of all or a percentage of a fully paid life insurance
policy you may no longer need and you may receive a charitable estate
tax deduction for the portion you designate for charity.
Retirement plan assets — Name the Taa-naash-kaa-da Sanctuary Yraceburu
EarthWisdom Learning Center as a percentage beneficiary of your
retirement plan assets and your estate will receive the appropriate
charitable estate tax deduction.
Savings bonds — Gifts of savings
bonds have tax consequences when transferred to individuals but may be
bequeathed to charities with fewer tax ramifications. If you are
thinking of making a bequest to charity and own savings bonds,
considering funding your bequest with savings bonds.
Real estate — Gifts of homes or real
property offer benefits, too, depending on the donor's situation. Real
property gifts may include gifts of a primary residence or a vacation
home. In some cases the donor may choose to remain in the home for his
or her life after the home is deeded to the Sanctuary and still be
eligible to receive tax savings. Real estate gifts are subject to
review by the Taa-naash-kaa-da Sanctuary Yraceburu EarthWisdom Learning
Center.
Remember to consult your
attorney or other advisor before making a bequest or planned gift. This
information is for educational purposes and is not intended as legal
advice.
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