PLANNED GIVING

“There are so many special things about Sonoma County. Some are transient and some are long lasting. We included Sonoma Land Trust in our estate plans because we believe it’s important to invest in Sonoma County by protecting its dramatic coastline, rolling oak woodlands and nestled valleys.”

— Judy Scotchmoor and Roland Gangloff

About Planned Gifts

Many Sonoma Land Trust supporters have included us in their wills or made other types of legacy gifts to support our mission. Their foresight — and yours, should you choose to join them — strengthens and helps ensure the future of Sonoma Land Trust.

We are especially grateful to you for a bequest, setting up a life income gift or some other type of legacy gift. We are pleased to recognize your commitment by inviting you to join our Legacy League.

If you would like information about remembering Sonoma Land Trust with your legacy gift, please contact Reta Lockert, donor relations director, at (707) 526-6930 ext 105 or reta@sonomalandtrust.org.

Tax ID #51-0197006.

Bequests

The most common way people remember Sonoma Land Trust in a will or living trust is through a charitable bequest. You do not have to rewrite your current documents. You simply add an amendment, called a codicil, to your will or living trust. Here is some suggested language you can have your attorney review:

“I give, devise and bequeath to Sonoma Land Trust (tax I.D. #51-0197006), located in Santa Rosa, California, the sum of ________________________________ dollars ($ _______________) (Or state a percentage of your estate, or describe real or personal property, including exact location) for the benefit of its general purposes (or specify the Sonoma Land Trust program you wish to support).”

Your bequest is entirely under your control during life and becomes irrevocable only at death. If you have questions about bequests, contact Sonoma Land Trust planned giving consultant Greg Lassonde at (415) 509-4886 or greg@greglassonde.com.

Upon completing your bequest, we will be honored to enroll you in Sonoma Land Trust’s Legacy League. Please let us know of your bequest by contacting donor relations director Reta Lockert at (707) 526-6930 ext 105 or reta@sonomalandtrust.org.

Estate-planning Tools

Charitable gift annuities and charitable remainder trusts provide a gift to Sonoma Land Trust and income for you for life, as well as favorable tax treatments and other benefits.

A charitable gift annuity (CGA) is a simple contract between you and a charity. A portion of the income you receive for life is free of tax. Annuities work best for those 70 and older — the older you are when making this type of gift, the more income you receive. The minimum to fund a CGA is $25,000.

Charitable remainder trusts are similar to annuities and also more complex. Sonoma Land Trust can provide you with information about each of these gifts and their many options. For more information, contact Reta Lockert at reta@sonomalandtrust.org.

Tax Benefits Calculations: Sonoma Land Trust can provide you with estimates of the tax and income benefits. These calculations are for educational purposes only and should be reviewed by qualified independent advisers of your choosing. For calculations, please contact Sonoma Land Trust’s planned giving specialist, Greg Lassonde, at (415) 509-4886 or greg@greglassonde.com.

Free & Easy Gifts

There are many types of legacy gifts that are simply a matter of filling out your provider’s paperwork. Here’s the list:

  • IRA or pension plan
  • Life insurance
  • Stocks and bonds
  • Savings / checking accounts
  • Donor-advised fund

The key to setting up these gifts is contacting the institution that holds your asset. Ask them for a beneficiary form. Some firms refer to them as a designation form, others as a “payment on death” form.

It’s important to remember that when you fill out the form, and you also have language in your will or living trust about the same asset, if there is a discrepancy, the form will take precedence over the will or trust. This is because you have a contract with the firm and that form fits within the scope of the contract. The will or trust does not.

For more information, contact Reta Lockert at reta@sonomalandtrust.org.

Effective estate planning usually takes time, effort and a good attorney. In the end, your plan will allow your family to avoid the delay, dissension and needless expense that can occur when a loved one dies without a will. Once you have taken care of your family’s needs, please consider a thoughtful bequest to Sonoma Land Trust.

For more information about how to include Sonoma Land Trust in your estate plan, you can contact our planned giving specialist, Greg Lassonde, at (415) 509-4886 or greg@greglassonde.com.

Join Our Legacy League

Upon completing your legacy gift, we will be honored to enroll you in Sonoma Land Trust’s Legacy League. Legacy League members are recognized in our publications and with invitations to special events. Anonymity is always an option.

Please let us know of your legacy gift by contacting donor relations director Reta Lockert at (707) 526-6930 ext. 105 or reta@sonomalandtrust.org.


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