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| Planned
Giving - Visionary Circle |
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 A planned gift is an opportunity to
reflect deeply on our life—its purpose
and meaning—and on the legacy we
wish to leave to future generations.
It is also an opportunity
to care for one's own future needs, those
of one's family and close friends, and to
care for the good causes and organizations one is committed to, such as the Institute of Noetic Sciences.
In many ways, the self-reflection and clarity
about our intentions are the hard part; the vehicles by which
planned gifts may be conveyed are relatively simple.
Read
a brochure about Planned Giving and the IONS Visionary Circle.
(PDF 537 kb).
| Ten
Ways to Join the Institute of
Noetic Sciences Visionary circle |
1.
Have an estate plan.
A will or living trust benefits
you and your family and can easily
include a bequest to IONS. |
2.
Make a bequest.
Here is some sample bequest language
to use in your will or living
trust-in consultation with your
attorney:
"I give devise
and bequeath to the Institute
of Noetic Sciences (Tax ID #
23-7236986), located in Petaluma,
California, the sum of _______
dollars ($ _______) OR the following
described property:________"
Consult
an attorney when preparing legal
documents. |
3.
Name IONS as a beneficiary of
your retirement plan.
A retirement plan, such as an
IRA, can be an excellent planned
gift to a nonprofit organization.
Retirement plans given to heirs
are taxed at a high rate; given
to a nonprofit they pass 100%
to the organization. |
4.
Name IONS as a beneficiary of
your life insurance plan.
A simple way to remember IONS
is to make IONS the beneficiary
of a life insurance policy. This
can easily be arranged through
your life insurance carrier. |
5.
Create a charitable gift annuity.
Contribute cash, stock, or real
estate to a charitable trust and
receive an immediate income tax
deduction, a tax-free bypass of
capital gains, and income for
life. |
6.
Take out a charitable gift annuity.
This simple contract offers many
of the benefits of a charitable
remainder trust. The payments
to you are fixed, guaranteed,
and partially tax-free. The older
you are, the higher the payment. |
7.
Give your house and keep it, too.
Former President Carter and First
Lady Carter have done this: A residence
of theirs will go to charity when
the Carters die, but they retain
the right to live there for life.
They received a large income tax deduction,
and still enjoy the full use of
the home. |
8.
Do a charitable bargain sale.
You sell appreciated stock or
real estate to IONS for under
market value and take a tax deduction
for the difference. You get cash
from the sale, and use the deduction
to offset the tax on the gain. |
9. Support IONS'
endowment fund.
Designate your planned gift to the Wink Franklin Memorial
Endowment Fund. This fund is a permanent resource program
for IONS in which the principle remains invested and only
the 5% interest is distributed annually to support unrestricted
funds. |
10.
Call IONS.
Think of IONS as a resource for information on estate
planning and planned giving. Contact Kathleen Erickson-Freeman
at 707.779.8232 today. |
PLANNED GIVING — GIFT ANNUITIES
A
Gift that Pays You
A charitable gift annuity is a contract that
provides you with:
- Guaranteed payments for life
- An immediate income tax deduction
- Partially tax-free payments and capital gains
bypass
- Satisfaction of making a gift to IONS
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The following
is an illustration of the financial benefits that one would
receive through a gift annuity:
“Mary
Thomas”, age 70, funds a $10,000 charitable
gift annuity that will benefit IONS at the end of
her lifetime.
She
receives an immediate income tax deduction of $4,036
when she sets up the annuity.
- Her
annual payment for life is $650.
- $310
of her payment is tax-free until 2022.
Whatever
remains in her account at the end of her lifetime
benefits IONS.
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Chart
your rate:
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Your Age: |
Your Rate:* |
Your Deduction: |
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65 |
6.0% |
$3,656 |
70 |
6.5% |
$4,036 |
75 |
7.1% |
$4,499 |
80 |
8.0% |
$4,956 |
85 |
9.5% |
$5.294 |
90 |
11.3% |
$5,574 |
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*
Based on $10,000 gift made in 2006. Minimum gift amount
is $10,000. Minimum age is 65. Minimum age for a deferred
annuity is 45. Two-life rates and deduction estimates also
available.
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"When
one of my CDs matured I decided to use the asset to
set up a Charitable Gift Annuity with IONS. It nicely
increased my monthly income and allows me to support
IONS with an endowment at the end of my lifetime It
is soul-fulfilling to be involved with IONS as it
endeavors to create a shift in worldview from one
of feeling separate to an awareness that we are all
connected. I feel blessed to be able to participate
in this critical shift so needed by our planet."
-Claire Russell
IONS Visionary Circle Member |
If you would like more information, or to contribute to this
program please contact:
Kathleen Erickson-Freeman
Institute of Noetic Sciences
Donor Relations
101 San Antonio Road
Petaluma, CA 94952
707.779.8232
Email: kathleenfreeman@noetic.org
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