Legacy Giving

Naming ONDA as a beneficiary of a life insurance policy is another meaningful way to give. You can use a policy you already own or establish a new one with ONDA as the beneficiary. When your estate is settled, the proceeds are paid to ONDA and are used to support conservation.

Benefits include:
–Receive an income tax deduction for the gift if ONDA is both the owner and beneficiary
–An existing policy that you no longer need can become a significant future gift for ONDA

You can name ONDA as the beneficiary of your IRA, 401(k) or other qualified retirement plan. After your lifetime, the remaining balance is passed to ONDA tax-free.

Benefits include:
–Reduce or avoid income and estate taxes on your retirement assets
–Give the most-taxed asset in your estate to ONDA and leave more favorably taxed property to your loved ones
–Retain full access to your funds and continue to take withdrawals during your lifetime
–Change the beneficiary or designation at any time should your circumstances change

This type of gift provides income to you or others for life or a set term, and after the trust ends, the remaining assets support high desert conservation.

You transfer cash, securities or other appreciated property, such as real estate, into a trust, and each year the trust pays a percentage of its value to you or to the beneficiaries you name. The trust value is updated annually, so payments change from year to year. When the trust terminates, the remaining balance is passed on to ONDA.

Benefits include:
–Receive an immediate income tax deduction for a portion of your contribution to the unitrust
–Avoid capital gains tax when appreciated assets are sold by the trust
–Receive lifetime income based on a percentage of trust assets
–Make additional gifts to the trust as your circumstances allow and qualify for additional tax deductions and increased trust payments
–Support conservation in a way that benefits you now and ONDA later

With a charitable gift annuity, you make a gift to ONDA and receive fixed payments for life. You transfer cash or appreciated securities to ONDA and we pay you, or up to two annuitants, a lifetime annuity. The principal passes to us after the lifetime of the income beneficiaries.

Benefits include:
–Receive an immediate income tax deduction for a portion of your gift
–Reduce your taxable income. Your annuity payments are treated as part ordinary income and part tax-free income. And, if the gift is funded with appreciated property, your annuity payments are also part capital gain income and part tax-free income
–Support conservation in a way that benefits you now and ONDA later