What impact will you make? Legacy gifts are a powerful way to support Theodore Payne Foundation’s long-range goals and operation. Your legacy gift supports our mission, while offering you opportunities to manage your family’s assets and values. Include Theodore Payne Foundation in your planned giving to ensure our mission is carried out into the future.
Already included us in your planned giving? Fill out our Estate Gift Pledge Form and email to katie@theodorepayne.org or mail to Theodore Payne Foundation attn: Katie Tilford,10459 Tuxford Street, Sun Valley, CA 91352. Members of the Legacy Society are invited to our annual Legacy Society Appreciation Brunch each spring.
Charitable Bequest
A bequest is one of the easiest ways to leave a gift because it costs you nothing now. The key is to use our proper name and Tax ID so your estate administrator can follow your wishes. One sentence in your will or trust is all that is needed: “I give and bequeath to Theodore Payne Foundation for Wild Flowers & Native Plants, Tax ID #95-6095398, the sum of $XXXX or XX% of my estate, or XX% of the rest and remainder of my estate or a specific item.”
Beneficiary Designation
A beneficiary designation is a form you complete for your checking, savings, CD, investment, or other accounts. It tells your account administrator what to do with the funds when you pass away. Updating a beneficiary designation takes moments to complete, costs nothing, and can be changed if you change your mind.
Gifts from your IRA
One of the simplest gifts you can make using your IRA is to name our organization as a remainder beneficiary. When you do, funds transfer to our organization when you pass away. If you are age 70 ½ or older, you can also start giving through a Qualified Charitable Distribution (QCD). To be successful, you cannot take the QCD yourself but must instruct your provider to make the distribution directly to Theodore Payne Foundation. With this method, you avoid paying income tax you would have paid if you had taken the distribution from your IRA.
Contact us
Call us at (818) 768-1802 ext 22 or email donate@theodorepayne.org to discuss your options.
Already included TPF in your will or estate plans?
Notify us by calling (818) 768-1802 ext 22 or by emailing donate@theodorepayne.org.