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“Surely the rest of life matters. Surely our stewardship is its only hope.”
– E.O. Wilson, from The Future of Life
When you join the Future of Life Society by including CI in your estate plans, you demonstrate an understanding that our actions today change the world of tomorrow. You can ensure that the legacy of your commitment to conservation will extend beyond your own lifetime, and will provide a healthy planet for future generations.
Ways to Make a Planned Gift Wills and Living Trusts
The most popular way to give a gift to the future is to designate CI in your will or living trust. You can give a specific amount or a percentage of your estate, or even name CI a “remainder beneficiary”, which allows you to provide for loved ones first and make a gift of the remaining assets. If you are interested in making a gift to CI through your will or living trust, we suggest the following language: "I give, devise, and bequeath the sum of __ dollars ($__) [or “property herein described”] to Conservation International Foundation, a nonprofit public benefit corporation organized and existing under the laws of the state of California, incorporated in 1987, and with a current business address of: Conservation International Foundation, 1919 M Street, Suite 600, Washington, DC 20036. (Federal Tax ID# 52-1497470)" Has Congress Changed Your Will?
It may be a question you should ask yourself, as should all responsible adults who wish to keep their estate plans up to date. While Congress cannot really change your will, it can change federal laws, which may affect your plans. For more information on recent changes that took place on January 1, 2006, please refer to our brochure, "Has Congress Changed Your Will?" For more frequenlty asked questions, please refer to Estate Taxes and Estate Planning FAQ's. Life Insurance and Retirement Income
Many families have accumulated life insurance or retirement benefits that they no longer need. Like any other assets, these funds can be used to make a lasting gift to CI. You can provide continuing support for conservation by simply naming CI as a beneficiary of your insurance or retirement plan, or by transferring plan ownership. Real Estate and Other Property
Through a partnership with Donation Exchange, LLC, CI can receive the full benefit of your gift without the risk of ownership, and your loved ones can avoid estate taxes. If you choose to donate with a current gift rather than via your estate, you can enjoy a tax deduction, avoid the capital gains taxes that would accompany an outright sale of appreciated property, and even retain some of the value, if you choose. Most importantly, you will see the benefit of your legacy during your lifetime. Charitable Lead and Remainder Trusts
Charitable trusts allow you to support conservation while at the same time providing an income for yourself or loved ones. Through a Charitable Remainder Trust, you can ensure that income for a lifetime or specified period of time, and provide a lasting gift to CI with the remaining assets. With a Charitable Lead Trust, you can reap the benefits of giving to CI in the immediate future, and let the remaining funds support loved ones in the long term. We recommend that you consult your financial or estate planner to discuss which giving method is most suitable for you. For more information about making a planned gift to Conservation International, contact Catherine Yoon at 800-406-2306 (select option 4) or .
© Cristina G. Mittermeier
© CI, Patrick Johnson
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