Make preserving Yosemite part of your legacy through Estate Planning donations.
Incorporating Yosemite Conservancy into your estate, will, living trust, retirement plan or donor-advised fund is a simple but powerful way to protect the park you love for generations to come. Contact us to learn more about your options and plan your gift.
If you’ve already included Yosemite Conservancy in your giving plan, please let us know so we can thank you for making such a generous commitment to the park.
Filling out planned-giving paperwork? Here’s some key information you’ll need:
Yosemite Conservancy is a 501(c)(3) nonprofit organization. Our tax ID is 94-3058041.
Address: Yosemite Conservancy
101 Montgomery Street, Suite 2450
San Francisco, CA 94104
Planned and estate giving can be an easy, highly effective way to support Yosemite. Often, all it takes is a simple form or phone call to set up a donation that will help provide for the park’s future. Gifts of any size make a big difference — and can benefit you, too!
Here are just a few of the many ways you can support the park through non-cash gifts. We look forward to helping you make a plan that fits your goals and are here to answer any questions you might have.
Including the Conservancy in your will or living trust is an easy way to make a lasting difference for the park — without affecting your income during your lifetime. You can choose to leave the Conservancy a specific amount or percentage of your estate, or the balance remaining after distributions have been made to other beneficiaries. Click here to see sample language you can use when setting up your bequest.
Make a plan to support Yosemite’s future by leaving all or part of the balance of your IRA, 401(k) or other financial account to the Conservancy — all you have to do is submit a simple form to your plan administrator naming us as a beneficiary. We’ll receive the assets tax-free; you’ll still be able to take withdrawals and modify your beneficiaries if your family’s needs change during your lifetime.
If you’re at least 72 years old, you can also make tax-free gifts to the Conservancy of up to $100,000 from your traditional or Roth IRA. Your donation will count toward your minimum required distribution.
Transfer appreciated stocks, bonds or mutual fund shares to the Conservancy. We’ll sell the securities and use the proceeds to support important work in Yosemite. You’ll receive a tax deduction — and can rest assured your gift is making a difference for the park you love.
Donor-advised funds let you set aside money or assets for future giving, get an immediate tax deduction, and then decide how, when and where to donate the resources. If you have a fund set up, work with your adviser or use this tool to support Yosemite Conservancy. Many administrators of donor advised funds will also allow you to include Yosemite Conservancy as a beneficiary of your fund. Contact us to learn how distributions through your DAF can support Yosemite both now and in the future!
Have you paid off a life insurance policy? When you transfer policy ownership to the Conservancy, you’ll be able to make a generous, meaningful gift through an asset you and your family no longer need — and your gift will be tax-deductible to the extent allowed by law.
Set up a simple contract with the Conservancy to support Yosemite’s future: We’ll invest your gift of cash or securities, and in return you’ll receive fixed, recurring payments for life.
You’ll enjoy a reliable income stream during your lifetime, regardless of market fluctuations — and when the contract ends, the remaining balance of your gift annuity will go to the Conservancy, ensuring that your generous donation will provide a significant benefit to the park.
If you’ve already made a plan to support the Conservancy through your will, retirement account, life insurance or another method, thank you — and please let us know!
When you make a bequest or other planned gift, you’ll join our Legacy Society, a group of passionate Yosemite supporters dedicated to protecting the park during and beyond their lifetimes. Our Legacy Society members receive special benefits and honors, including invitations to events in the park and recognition on our donor lists in Yosemite Valley.
If you’re interested in learning more about supporting Yosemite Conservancy through planned and estate gifts, we’d love to work with you. Please contact Catelyn Spencer, our Director of Planned Giving, to get started: [email protected] or 415-891-1039.
Donations to Yosemite Conservancy are tax-deductible as allowed by law. Our tax ID is 94-3058041.
