Legacy Giving

Your 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 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.”


Pushing Up Poppies Legacy Giving Club

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 Pushing Up Poppies Legacy Giving Club at the Ojai Valley Land Conservancy.

The Pushing up Poppies Club honors, thanks, and recognizes 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.

If you have included the OVLC in your estate plans, but have not yet shared this information with us, please let us know. We would love to hear from you and learn why Ojai is important to you. Your legacy gift, along 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.

Interested in joining or need to update your recognition preferences?
Contact Tania Parker, Director of Advancement today. (805) 649-6852 x6 or tania@ovlc.org.
You can also join or update your preferences online at ovlc.org/pup »

If you prefer to update your preferences via mail, please return this Legacy Club (statement of commitment) form to the OVLC, PO Box 1092, Ojai, CA 93024, Attn. Tania Parker, or by email to tania@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. Please contact Tania Parker to let her know your personal preferences.


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.


Legacy Club Benefits

The OVLC’s legacy giving program has recently been resurrected. Pushing Up Poppies is a long-term program and it will be built-up as past commitments become known and the participant list grows. The benefits of participation may change and become richer as time passes. We hope that taking part in the Pushing Up Poppies Legacy Club will be a rewarding experience for you and your family.

  • We will include Pushing Up Poppies Legacy Club members in our annual celebration to thank those who have made such an impactful commitment to the Ojai Valley Land Conservancy.
  • Each new Legacy Club participant will be thanked in an Ojai Valley Land Conservancy newsletter by name or anonymously.
  • You will be invited to join us on exclusive hikes and other events.
  • You will have a direct line to the Ojai Valley Land Conservancy so you can track how we are doing toward reaching our planned giving goals. Please inquire via email only so we can prepare a thoughtful response.

Tax-Wise Planned Giving Options

Bequest: 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.

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.

 

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