Planned Giving
Leave a Lasting Legacy
And with that knowledge, we do not want this relationship to end. It was very important for us to include a gift to Plant With Purpose in our estate plan so our legacy of giving will continue after we are gone. It is exciting for us to know that we will be able to continue helping Plant With Purpose help others even when we cannot do it ourselves."
–Cathi Lundy
How you can make an estate gift in your will:
Special Bequest – Allows you to determine exactly what you want to leave to Plant With Purpose. This is a great tool for leaving a specific dollar amount or particular asset/piece of real estate that will benefit Plant With Purpose and the people we serve around the world.
Residuary Bequest – Allows you to designate that Plant With Purpose receives all or a specific portion of the remainder of your estate once all specific bequests and obligations have been paid.
Contingent Bequest – Allows a gift to Plant With Purpose to be fulfilled if certain conditions are met (e.g., if your primary beneficiary does not survive you, you can select a contingent beneficiary).
In addition to making a lasting difference in the lives of others, your bequest to Plant With Purpose may offer tax savings because it is deductible from your gross estate, providing your estate is large enough to require the filing of a state or federal estate tax return.
To include Plant With Purpose in your will, please ask your attorney to include the following language:
I give __________(specific amount or property, percentage, or residue) to the tax-exempt organization Plant With Purpose, located in San Diego, CA, for the purpose of supporting its international community development programs. (Tax ID 33-0052976 )
Beneficiary Designation
You can also leave remaining funds in your retirement account to Plant With Purpose through two different types of beneficiary designations:
Primary Beneficiary – Allows you to name Plant With Purpose as the beneficiary of either a stated percentage or the entire amount of a retirement asset.
Contingent Beneficiary – Allows you to name Plant With Purpose as the beneficiary of either a stated percentage or the entire amount of a retirement asset, given that the primary beneficiaries do not survive you.
To name Plant With Purpose as a beneficiary to your retirement plan, please use the following address:
Plant With Purpose
4747 Morena Blvd., Ste.100
San Diego, CA 92117
Tax Identification Number: 33-0052976
If you include Plant With Purpose in your estate plans, please let us know so that we can express our gratitude and answer any additional questions you might have.
