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Legacy Giving Planning Resources

Your Legacy for the Redwoods

The future of coastal redwood forests in the Santa Cruz Mountains is in your hands. When you include a gift to Sempervirens Fund in your will or other estate plan, you establish a living legacy that will ensure a thriving future for redwood forests. We are at turning point for the redwoods, the people who enjoy them, and the wildlife and habitats of the Santa Cruz Mountains. The pressures of development, fragmentation, and climate change threaten forest ecosystems, the wildlife that depend on them, and the very trees themselves. We hope you will consider creating your own legacy for the redwoods today, and for the future.

 

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Planning for Peace of Mind: Getting Started with Four Important Planning Steps

Current times are a reminder to us all that life is unpredictable, and it makes sense to be prepared. This planning document helps you review four core documents protecting you, your family, and your peace of mind. Planning gives you control and affords you the opportunity to provide for loved ones, for your community and for the causes you value. It’s a good idea to revisit your plan after certain key life events, including changes in health, finances, or family status.

 

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Getting Organized and Taking Action

For many of us, the task of creating or updating our estate plan is one of those “to-do’s” we repeatedly move to the bottom of the list. This planning workbook will help you locate and organize all the important documents you need in order to create or update your estate plan. Use the workbook pages to map out your personal and financial goals giving you peace of mind and assuring that your wishes and legacy are honored. Take this information to your meetings with your estate planning attorney to make the planning process easier and keep costs to a minimum.

 

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