| Gifts that Save the Land | |
| Financial and Estate Planning Ideas --
Sempervirens Fund relies on members' donations for more than
90% of the funds we use to purchase new parklands. But did
you know that there are many ways to support redwood
preservation than can also have special financial and estate
planning advantages for you? We welcome the opportunity to
discuss with you any of the ideas listed here. Please consult with your tax advisor and financial planner for guidance appropriate for your situation. |
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| 1. Bequests -- Name Sempervirens Fund as a beneficiary in your will. | |
| A provision in your will for Sempervirens Fund is a simple way to help preserve the majestic coast redwood forests of the Santa Cruz Mountains. We can help with recommended language to use in drafting your will. Please contact our Director of Major Gifts for details. | |
| 2. Charitable Remainder Trust -- Create your lasting redwood legacy, save on taxes, and receive income for life. | |
| Sempervirens Fund can help you create a Charitable
Remainder Unitrust that can allow you to save income taxes
and capital gains taxes in the current year, save estate
taxes in later years, and receive a guaranteed income for
life. 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
of buying and preserving prime forest lands in the Santa
Cruz Mountains. A charitable remainder unitrust works
especially well for individuals and couples who are 70 years
of age or more. Please contact our Director of Major Gifts for further details. Sempervirens Fund is a nonprofit public charity meeting the requirements of IRS 501(c)(3) and the Public Benefit Corporation Law of the State of California. |
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