Leave a Legacy
Planned gifts to Sequoia Riverlands Trust
Battle Mountain Ranch near Springville
It is now easier than ever to support the important work at Sequoia Riverlands Trust. SRT offers our donors several simple, flexible, tax-advantaged options for combining philanthropy and financial planning. By making a planned gift to Sequoia Riverlands Trust you may be able to contribute more to conservation than you thought possible, while also receiving favorable financial and/or tax benefits.
Regardless of your age or income, there are gift-giving vehicles that can allow you to invest in the work of Sequoia Riverlands Trust while providing you financial and tax benefits. It can truly be a winning arrangement for you and our great natural heritage.
Name Sequoia Riverlands Trust as Your Beneficiary
By simply designating Sequoia Riverlands Trust as a beneficiary of your retirement plan, or insurance policy, you can realize your philanthropic goals while continuing to enjoy the benefits of your asset during your lifetime. You may also benefit from income tax savings.
Making a Bequest
Bequests are provisions in your will that designate how your assets will be distributed after your lifetime. A bequest in your will is often the most direct and most significant way to make a lasting contribution to Sequoia Riverlands Trust.
Charitable bequests can eliminate or reduce federal estate tax and are one of the most flexible ways of giving because you have the option of changing your mind at any time. The type of bequest depends on individual circumstances but may take the form of specified amounts of cash, securities, life insurance, real estate or other property.
If you are interested in updating your will or adding a codicil to include Sequoia Riverlands Trust as a beneficiary please use the following language. The information provided on SRT’s Internet site is not intended to be tax or legal advice. Please consult with your attorney before making a gift.
I bequeath to Sequoia Riverlands Trust, a not-for-profit organization, with its principal offices located at 427 South Garden Street, Visalia, CA 93277, the sum of $_____________ (or ____% of my residuary estate) for the ongoing environmental conservation and education programs conducted by its office.
Life Income Gifts
You can make a gift that protects our great natural heritage while providing lifetime benefits for you. In exchange for an irrevocable gift of cash, securities or real estate, you and or another beneficiary can receive income for life or a term of years. Through a life income gift you may receive an income tax deduction, reduce or eliminate federal estate tax and avoid capital gains tax. Please contact us for more information on Life Income Gifts including gift annuity agreements or charitable trusts.
Additional Information for Your Attorney
When meeting with your attorney or financial advisor about including Sequoia Riverlands Trust in your will or estate plans, you will need the following information:
Legal name: Sequoia Riverlands Trust, Headquarters: 427 South Garden Street, Visalia CA 93277.
Sequoia Riverlands Trust is a tax-exempt not-for-profit organization as described in sections 170(b)(1)(A)(vi) and 501(c)(3) of the Internal Revenue Code. Tax ID 77-0347417
To explore your planned giving options, please call the Development Office at 559.738.0211, ext. 108 or email us at info@sequoiariverlands.org. We would be happy to refer you to attorneys and financial planners who are able to guide you through the process.
Information provided on Sequoia Riverlands Trust website is not intended to be tax or legal advice. Please consult a qualified financial advisor before making a gift.