Legacy Giving

Grandma's GiftYour legacy gift with many others like yours, will keep the Ojai Valley’s views, trails, water, and wildlife protected for future generations! Inspire and influence others by letting us know about your planned gift today.

Sample OVLC Bequest Language

Leave a Legacy for the Children

Legacy giving is a tool that allows you to express your beliefs and values. By giving to the Ojai Valley Land Conservancy you can also leave a legacy for our children. Please call Tania Parker, Director of Advancement, at (805) 649-6852 ext 6 to discuss tax-wise planned giving options. We encourage you to consult your attorney and tax advisor if you are considering this. You may contact us if you need a referral.

Tax-Wise Planned Giving Options

Bequest: This is the most popular form of planned giving because it is relatively straight forward. 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.

Living Trust:  Avoids probate. Just name the Ojai Valley Land Conservancy as a beneficiary.

Charitable Remainder Trust (Popular with Advisors):  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.

Life Insurance (Cheapest Source of Cash): Donate your policy and deduct future premium payments, or just name the Ojai Valley Land Conservancy as a policy beneficiary.

Retirement Assets (Most Expensive for Children): 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.

Charitable Lead Trust (Greatly Reduce Estate Tax): 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.

Lifetime Bequest (Gift Now + Estate Pledge): 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.

Real Estate Gift: Great for making a gift and also transferring the burden of managing the property. It won’t reduce your disposable funds.

Bargain Real Estate Sale: 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.

Life Estate Deed: 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.
Feel free to inquire about Naming Opportunities  in exchange for your non-revocable commitment.

Legacy Club at the Ojai Valley Land Conservancy

If you tell us that you have included the Ojai Valley Land Conservancy in your will or estate plans, you will become a member of the Legacy Club at the Ojai Valley Land Conservancy.

Giving is a very personal choice and we respect your privacy. You may be a part of the Legacy Club anonymously if you choose. Please contact Tania Parker to let her know your personal preferences.

If you choose to help us by letting us know of your plans or if you want to become an active member of the Legacy Club please return this Legacy Club (statement of commitment) form to PO Box 1092 Ojai CA 93024  Attn. Tania Parker or by email to tania@ovlc.org.

Legacy Club Benefits 

The Ojai Valley Land Conservancy’s legacy giving club is soon to be resurrected. Please stay tuned for upcoming benefits of participation. Feel free to contact Tania Parker with any questions in the meantime.

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