Planned Gifts

Join The Redwood Legacy Society

Thank you for considering a legacy gift to Sempervirens Fund. All legacy gifts, large or small, make a meaningful difference to our organization!

With your planned (legacy) gift, you become a member of our Redwood Legacy Society, a passionate group of givers who intend for future generations to enjoy the magnificent coast redwoods of the Santa Cruz Mountains. Society members receive special invitations to Sempervirens Fund events.

We welcome the opportunity to discuss your planned gift ideas with you. Please contact our Development office at development@sempervirens.org or (650) 949-1453 x203. We encourage you to consult your professional tax or legal adviser prior to establishing a planned gift.

Bequests

Naming Sempervirens Fund as a beneficiary in your will or living trust is the most common way you can make a planned gift. It is a simple – and valuable – way to help preserve the coast redwood forests of the Santa Cruz Mountains for future generations. Bequests allow donors to make extraordinary contributions at the end of their lives that plant a living legacy in these redwood forests.

Sempervirens Fund suggests this simple language for your will, codicil to your will, or your living trust:

“I hereby give and bequeath (a specific amount/a percentage of your estate/or specific assets) to Sempervirens Fund, a not-for-profit, tax exempt land conservancy incorporated under the laws of the State of California, having as its principal address 419 South San Antonio Road, Suite 211, Los Altos, CA 94022-3640, for Sempervirens Fund’s general purposes.”

If you include any restrictions on the purpose of your bequest, please contact our planned giving staff at development@sempervirens.org or (650) 949-1453 x203.

Sempervirens Fund’s tax ID # is 94-2155097. Gifts to Sempervirens Fund made in your will or living trust may entitle your estate to a charitable tax deduction. Here are a few types of legacy gifts for your consideration:

Retirement Plans

You can name Sempervirens Fund as a partial or total beneficiary of your Individual Retirement Account (IRA), pension plan, employer retirement plan, Keogh plan, 401(k), 403(b), or other qualified pension plan. This type of gift to Sempervirens Fund is distributed outside probate and is free of federal estate tax and income tax.

Taxpayers age 70½ or older can make tax-free distributions to charities directly from their standard IRAs and Roth IRAs up to $100,000 per taxpayer, per taxable year.

Life Insurance

If your life insurance policy is no longer necessary for liquidity or to support your family, you can name Sempervirens Fund as the beneficiary of your life insurance policy. You can also take out a policy and name Sempervirens Fund as the beneficiary to get this same result.

Retained Life Estate

With a retained life estate, the donor may live in the property for life. The real estate used in this manner can be your primary residence or secondary residence. You will be entitled to an income tax deduction equal to a portion of the value of the real estate when you make the gift.*

Charitable Remainder Trust (CRT)

You can create a charitable remainder trust intended to save you income taxes* and capital gains taxes in the current year, save estate taxes in later years, and provide for guaranteed income for life or a term of up to 20 years. You put a portion of your assets into the trust irrevocably, and the trust invests those assets and pays you a calculated amount for the rest of your life. At your death, the trust assets are used for the charitable purposes that you have specified, of buying and preserving critical redwood forest lands in the Santa Cruz Mountains. A charitable remainder trust works especially well for individuals and couples who are 70 years of age or older.

* Subject to certain IRS guidelines

Thank you for considering Sempervirens Fund for your legacy gift! We look forward to working with you.

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