Will You Leave a Legacy?

Legal name: Guadalupe River Park Conservancy
Address: 438 Coleman Ave, San Jose, CA 95110
Federal EIN: 77-0166797

As a supporter of Guadalupe River Park Conservancy, you care about our mission. But what happens to your support when you pass on? If you remember Guadalupe River Park Conservancy in your will or revocable trust, you will help us continue the work that you value, far into the future.

Why Should You Include a Charitable Gift
in Your Will (Or Living Trust)?

  1. It’s simple to do. It can be as easy as including language stating, “I give $20,000 to Guadalupe River Park Conservancy.”
  2. You can change your mind. We won’t receive the gift until after your death. During your lifetime, you can amend anything you choose, i.e., beneficiaries, amounts, etc.
  3. Tax-wise, it could be beneficial. Gifts to qualified charitable organizations reduce the value of your estate for estate tax purposes. 
  4. It’s an easy way to support Guadalupe River Park Conservancy, and we’d be grateful for your gift. Bequests of every size build our future financial strength.

How you include a gift in your will or revocable trust depends on what you want to accomplish, and what you want to give to Guadalupe River Park Conservancy. Here are some options:

  1. Give a percentage of the residue of your estate -- the amount left after taxes and expenses are satisfied and specific bequests have been paid; e.g., “I give 25% of the rest, residue, and remainder of my estate to Guadalupe River Park Conservancy”
  2. Give a specific dollar amount or item of property; e.g., “I give Guadalupe River Park Conservancy $25,000”; or “I give Guadalupe River Park Conservancy 100 shares of IBM stock.”
  3. Make your bequest contingent; e.g., “I give Guadalupe River Park Conservancy $25,000 if my niece and nephew predecease me.” 

Besides choosing how your bequest will come to us, you also have a say in how it will be used and acknowledged here:

  • Make the gift unrestricted -- it will go into our Endowment Fund to build up that permanent funding source for Guadalupe River Park Conservancy;
  • Make the gift restricted, i.e., to support a specific area of interest such as stewardship, public festivals or education;
  • Set up a named endowment fund, e.g., the Orchard Legacy Project;
  • Memorialize or honor a loved one – “This gift is made in memory of my loving husband, a founder of Guadalupe River Park Conservancy.”

We can provide Guadalupe River Park Conservancy’s correct legal name (Federal EIN is 77-0166797), as well as suggested wording for the various bequest types and methods mentioned above. This information can assist your attorney in finalizing your will.

If a gift through your will (or living trust) is of interest, please contact us: 

Leslee Hamilton, Executive Director
408-298-7657 or leslee @ grpg.org

DISCLAIMER: This is intended to provide general gift planning information. Our organization is not qualified to provide specific legal, tax or investment advice, and this publication should not be looked to or relied upon as a source for such advice. Please consult with your own legal and financial advisors before making any gift. Copyright: PlannedGiving.com