Do you have big ideas for your giving?

Planned Giving

BECOME A LEGACY DONOR

Make your core values known as a Legacy Donor by making a planned gift to the Nature Nexus Institute, Tax ID/EIN #87-1515685. Legacy Donors are generous and forward-thinking individuals and couples who will support our long-term success and be long remembered.

Legacy Donors ensure the sustainability of our programs that focus on cultivating healthy community-nature connections and growing the next generation of environmental stewards through STEAM education programs.

Contact: Carol Babeli, Development Director, cbabeli@naturenexusinstitute.org to discuss your giving plans. We’ve outlined some options to consider below.

BEQUESTS

One of the easiest ways to help involves simply naming Nature Nexus Institute as a beneficiary in your will and living trust. A bequest may be for a particular dollar amount or percentage of your estate. Estate tax savings may be significant.  

To name Nature Nexus Institute in your will or trust or by beneficiary designation simply state in those documents: I bequeath ______ (dollar amount or % of estate) to the Nature Nexus Institute, a non-profit organization, 2436 E. 4th Street, PMB#1339, Long Beach, CA 90814, for its ongoing environmental conservation and education purposes.  Tax ID/EIN #87-1515685.

As a Legacy Donor, you become a special part of the Nature Nexus Institute donor family. Legacy Donors are also honored (with permission) via:

• Recognition on the Nature Nexus Institute website

• Tributes in our newsletter

• Acknowledgment at special events

RETIREMENT ASSETS AND LIFE INSURANCE POLICY

·       A gift from your IRA, 401k, 403b, pension, or other tax-deferred plan is a great way to support our work. Another option may be a life insurance policy if your policy is no longer needed or no longer benefits your survivors.

·       Consider a qualified charitable distribution (QCD) from an IRA. This action can satisfy charitable goals and allows funds to be withdrawn from an IRA without any tax consequences. A QCD can also be appealing because it can be used to satisfy your required minimum distribution (RMD) if age eligible.

STOCKS AND BONDS

·       Consider a gift of your stocks or bonds and your appreciated securities and offset your capital gains tax.

LIFE INCOME GIFTS

·       Life income gifts allow you to leave a gift in the care of Nature Nexus Institute while earning income for yourself during your lifetime. The two most popular life income gifts are charitable remainder trusts and charitable gift annuities.

·       We encourage you to consult with your financial advisor to discuss the tax implications of these options.

Your planned gift will ensure that Nature Nexus Institute can continue its work for years to come, connecting communities to nature, and inspiring the next generation of environmental leaders.

Contact NNI’s Development Director to discuss your giving strategy:

Carol Babeli (cbabeli@naturenexusinstitute.org)