Yes! You can create an enduring legacy.
Making a difference is important to you. In addition to supporting CNPS’s crucially important work through your generous cash donations, there are other easy ways you can contribute to the sustainability of CNPS for the long run.
The good news is that you don’t have to be Andrew Carnegie or Bill Gates to leave a lasting impact on the world. If you believe in protecting sensitive habitats, preserving special species, and enduring environmental conservation, it’s easy to ensure that your values will be remembered for years to come by becoming a CNPS Legacy Circle member.
Leaving a legacy gift to CNPS is easy and you don’t have to be wealthy to do it. A gift through your will or estate allows you to leave a legacy that reflects your beliefs while having a real impact on the future of California’s unique flora and special landscapes.
There is an easy option that is right for you, no matter your age, income, or asset. We encourage you to consult with your financial advisor or an estate planning professional to determine which options are most advantageous for you and your wishes.
Contact us today at firstname.lastname@example.org or 916-447-2677 x. 222.
California Native Plant Society, 2707 K Street, Suite 1, Sacramento, CA 95816. Tax ID: 94-6116403.
Ways to Give
Funding a gift is one of the simplest ways to create a planned gift. Donate today!
Make a greater impact over time with smaller donations on a schedule that’s right for you.
A gift of appreciated securities or other assets could help avoid capital gains while providing a tax deduction. Contact email@example.com for a form to give to your financial advisor to facilitate your transfer of stock or securities.
Retirement Plan or Life Insurance Policy
Retirement plans and life insurance policies offer excellent options for charitable giving even if you don’t have a will! An easy and tax efficient way to make a charitable planned gift includes leaving CNPS as a beneficiary in your retirement plan or life insurance policy. Unlike a will, beneficiary designations and amounts or percentages can be updated at any time and without an attorney. Request a beneficiary designation form from your financial institution or insurer.
Donate Your RMD to CNPS
The IRS requires all citizens over 70.5 years of age to make annual withdrawals from their IRA or face a tax penalty. Fortunately, donating all or part of your annual required minimum distribution (RMD) from your IRA can help you avoid unnecessary taxes and penalties, while also helping CNPS fund important programs and projects. This option is a great way to plan a significant gift to CNPS without the need for an attorney. Speak with your financial advisor to see if this is a good fit for your family and your philanthropic goals, or contact us at firstname.lastname@example.org to learn more.
Charitable Gift Annuities or Charitable Remainder Trusts
Ensuring your own financial security, these options can provide you with life income as well as tax benefits, while also providing CNPS with funds to sustain our mission.
Charitable Gift Annuities and Charitable Remainder Trusts can provide lifetime or fixed year income to you from your estate while contributing to the vitality of CNPS’s programs. If you are considering making a major gift, a “life income gift” can allow you to transfer assets now and give you tax benefits.
These types of life income gifts provide flexible methods that can allow you to avoid taxes, increase your income stream, and provide important support to CNPS. Developed by your attorney or financial advisors through trusts or unitrusts, these powerful tools allow you to pursue your philanthropic goals while guaranteeing that the needs of you and your family are met now and in the future.
To find out more about these options, please consult with your financial advisors to find the right fit for you, and contact email@example.com if we may be of any assistance in your legacy planning.
Guarantee that your values will be perpetuated for California’s unique and special natural resources.