Legacy giving

Legacy Giving

Your legacy gift with many others like yours will protect and restore the natural landscapes of the Ojai Valley forever. Inspire and influence others by letting us know about your planned gift today.

Pushing Up Poppies Legacy Giving Club

By including Ojai Valley Land Conservancy in your will or estate plans, you can join our Pushing Up Poppies Legacy Giving Club. It is our way to honor, thank, and recognize those who have included the OVLC in their estate plans. Members will be invited to Pushing Up Poppies Club events and enjoy special benefits at upcoming OVLC events.

join OR update your recognition preferences

You can also join or update your preferences online by clicking here, or contact the development team today development team today (805) 649-6852 or development@ovlc.org.

Giving is a very personal choice and we respect your privacy. You may be a part of the Pushing Up Poppies Legacy Giving Club anonymously if you choose.

Legacy Club Benefits

By joining OVLC’s legacy giving program, you will inspire others to make a similar commitment. As a member, you will receive invitations to exclusive events, thanked in an OVLC newsletter by name or anonymously, receive complimentary drinks at all events, and leave a legacy for our valley beyond your lifetime. We hope that taking part in the Pushing Up Poppies Legacy Giving Club will be a rewarding experience for you and your family.

Kathy Bennett

Kathy believes that protecting Ojai’s open spaces should be a part of every estate. While her yearly contributions are modest so she can enjoy retirement now, she knows that she will be making a large impact in the future. She proudly says, “Look at all the property we own. I say we because I am a part of it.”
The Parkers

Joining Pushing Up Poppies was a simple way for us to leave a lasting legacy for a cause we believe in, without substantially impacting our current income or the funds that will be inherited by our loved ones. Legacy giving is a powerful way to ensure the preservation of Ojai's natural beauty and open spaces for generations to come.
Peter Noone

Peter passed away on July 9, 2018 at the age of 75. A natural lone wolf, Peter found a strong community of friends in Ojai. Being outside was important to him and when he wasn’t traveling or fly-fishing he enjoyed golfing at the Ojai Valley Inn where he could stir up a little trouble, revel with his cronies and look at birds. He held dear the natural elements and open space that give the Ojai Valley its unique character and sought to preserve them. He confirmed his trust and support of the stewardship of the Ojai Valley Land Conservancy by leaving an endowment gift.

TAX WISE PLANNED GIVING OPTIONS

This is the most popular form of planned giving because it is relatively straightforward. To make a bequest all you have to do is make a simple designation in your will or trust. It costs nothing during your lifetime and they are easily revocable if your situation changes.
Sample Bequest Language:
“I give, devise, and bequeath [percentage / amount / description] to the Ojai Valley Land Conservancy, a nonprofit corporation, located at PO Box 1092, Ojai, CA, 93024, Tax Identification Number 77-0169682.”
Avoids probate. Just name the Ojai Valley Land Conservancy as a beneficiary.
This is a great tool for selling assets tax-free and receiving income for life; the remaining assets go to the Ojai Valley Land Conservancy. It provides steady cash flow and can be more beneficial than keeping an asset or selling it outright.
Donate your policy and deduct future premium payments, or just name the Ojai Valley Land Conservancy as a policy beneficiary.
Retirement funds paid to your children at your passing may be subject to income and estate taxes, but are tax-free to the Ojai Valley Land Conservancy. Funds left to children may be subject to income and estate tax of 70% or more.
You greatly reduce or avoid estate tax on trust assets passing to family if some trust income goes to the Ojai Valley Land Conservancy for a few years.
A “Lifetime Bequest” is a combination of a gift or pledge now plus an estate gift later to facilitate and maximize the impact of your gift.
Great for making a gift and also transferring the burden of managing the property. It won’t reduce your disposable funds.
You can sell your property at a discount, deduct the difference, and receive a lump sum or installment payments. It won’t reduce your disposable funds.
You can deed your home or farm property to the Ojai Valley Land Conservancy, save taxes with a current deduction, and still use the property for the rest of your life. It won’t reduce your disposable funds.