Leave A Legacy
Your Sequoia & Kings Canyon Legacy
Supporting the mission of Sequoia Parks Conservancy helps us achieve a wide range of goals: universally accessible trail restoration, habitat and species restorations, visitor education and inspiration, scientific research support, and wildlife monitoring. Your support – our work together – ensures that Sequoia and Kings Canyon National Parks will share its wonders with the world for many generations to come.
Planned Giving
As the modern world races increasingly faster, a slower history is told by the mighty Sierras. These parks are timeless. You can help to guarantee it is possible to share their enduring story both far and wide through a legacy gift.
There are many ways to make a planned gift to Sequoia Parks Conservancy which allow donors to maintain access to income during their lifetime, and allows SPC to build capital to ensure we can continue our work.
A Gift in Your Will or Living Trust
By including a bequest to Sequoia Parks Conservancy in your will or living trust, you are helping to secure the future of our organization. This simple way to make a very meaningful gift entitles your estate to an unlimited federal estate tax charitable deduction. If you’ve included a gift to SPC in your estate plan, please let us know of your intentions. This will guarantee that your wishes are carried out after your lifetime.
Suggested Bequest Language:
“I give, devise and bequeath to Sequoia Parks Conservancy, tax ID# 94-1379633, a nonprofit corporation of the State of California, located at 47050 Generals Highway #10, Three Rivers, CA 93271, ____% of my estate or the sum of $_____.”
Charitable Gift Annuity
The most common type of planned gift, you can make a charitable gift and you and/or someone you designate can receive lifetime income. The remainder is distributed to Sequoia Parks Conservancy upon your passing, potentially reducing and deferring capital gains tax, and reducing probate costs and estate taxes. A portion of your initial gift may be tax-deductible, and a portion of the fixed payments is tax free.
A Gift of Retirement Account Assets or Life Insurance
If you are over 70.5 years old and have an IRA account, you must take a Required Minimum Distribution (RMD) annually. If you send your RMD to SPC, your withdrawal is free of income tax. If you have a life insurance policy that you no longer need, you can turn the policy into a charitable, tax-deductible gift by naming SPC as a partial or full beneficiary of an existing policy.
Charitable Remainder Trust or CRT
By transferring assets to a charitable remainder trust, you receive an immediate tax deduction and lifetime income for you or a named beneficiary. You may also reduce or avoid capital gains taxes on the gifted asset. Eventually, when the trust term is complete, the remaining assets are distributed to SPC.
Stocks Bonds and Mutual Funds
Many gifts of appreciated securities such as stocks, bonds, and mutual funds provide a full deduction for the full fair market value of the donated asset. If you have owned securities for more than one year and the fair market value has increased since you purchased them, you can avoid capital gains tax and receive a charitable income tax deduction equal to the fair market value.