Legacy Society Gifts
Your legacy gift to Yosemite Conservancy will support projects and programs that preserve and protect Yosemite National Park’s resources and enrich the visitor experience. The vast majority of legacy gifts are made by bequest through a will or trust. There are also life income plans that provide you a steady stream of revenue, offer significant tax advantage, and ultimately benefit the Conservancy.
Types of Assets
Many different types of assets, in addition to cash, can be used to make a legacy gift. We encourage you to work with your professional advisors and our staff experts to help you determine which type of legacy gift is best for you.
Your Charitable Bequest
Your charitable bequest is the most important type of gift for building Yosemite Conservancy’s future. When received, your bequest will be entered into its books and records as a gift to endow Yosemite. It will be put to use serving the objectives and purposes of the Conservancy.
There are four types of bequests for you to consider.
The first, percentage, is most flexible because it allows your gift to appreciate in your will no matter which asset is used.
A specific bequest of an asset such as a retirement plan results in no income taxes paid on the plan by your estate.
Residual bequests are often made after remembering relatives and friends, and usually in combination with a percentage bequest.
When you place any of these first three types of bequests in your will or living trust and notify the Conservancy, we will invite you to become a member of the Legacy Society. If you are considering a restriction we encourage dialogue now to ensure that your wishes are met.
Yosemite Conservancy Tax ID #94305804
Suggested Bequest Language
Percentage:
“I give, devise and bequeath to Yosemite Conservancy, tax ID# 943058041, a nonprofit corporation of the State of California, located at 101 Montgomery Street, Suite 1700, San Francisco, CA 94104, ____% of my estate.”
Specific:
“I give, devise and bequeath to Yosemite Conservancy, tax ID# 943058041, a nonprofit corporation of the State of California, located at 101 Montgomery Street, Suite 1700, San Francisco, CA 94104,
Choose one:
1) The sum of $___________.”
2) __________ shares of stock in ________________Company.”, or
3) my real property commonly known as _________________.”
Residual:
“I give, devise and bequeath to Yosemite Conservancy, tax ID# 943058041, a nonprofit corporation of the State of California, located at 101 Montgomery Street, Suite 1700, San Francisco, CA 94104, all the residue of my estate, including real personal property.”
Contingent:
“In the event of the death of any of the beneficiaries, I give, devise and bequeath to Yosemite Conservancy, tax ID# 943058041, a nonprofit corporation of the State of California, located at 101 Montgomery Street, Suite 1700, San Francisco, CA 94104, (percentage, specific, or residual language as above).”
Beneficiary Designations
In addition, there are many types of legacy gifts you can easily make without incurring the services of your professional advisor. Adding Yosemite Conservancy as a beneficiary to your retirement, savings or other accounts is simple. All you need to do is fill out your provider’s paperwork for the following gifts:
- IRA or pension plan
- Life insurance
- Stocks and bonds
- Savings account
- Checking account
If you would like information about remembering Yosemite Conservancy with your legacy gift please contact Marion Ingersoll at [email protected] or 415-434-1782.