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 go to ONDA to support high desert conservation.

You transfer cash, securities, or other appreciated property, such as real estate, into a trust. Depending on the type of charitable remainder trust, the trust then pays you or your named beneficiaries either a percentage of its value or a fixed amount each year. When the trust terminates, the remaining assets are passed on to ONDA.

Benefits include:
–Receive an immediate income tax deduction for a portion of your contribution to the trust
–Avoid capital gains tax when appreciated assets are sold by the trust
–Receive income from the trust during your lifetime or for a specified period
–For some trusts, 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