Bequest Language

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(Note that this is general information and is not presented as specific legal or tax advice. Please consult with your tax advisor or attorney on what options are right for you.)

  • Cal-IPC has establised the Cal-IPC Wildland Stewardship Endowment to help support our work over the long term. To donate to the endowment, direct gifts to the “Cal-IPC Wildland Stewardship Endowment of the Marin Community Foundation, to support the work of the California Invasive Plant Council, a California nonprofit corporation, Tax ID 68-0289333.” (Estate trustees or executors of a will can contact Lizzie Cairns, Senior Accountant at the Marin Community Foundation at 415.464.2514 or lcairns@marincf.org, 5 Hamilton Landing, Suite 200, Novato, CA 94949.)

 

  • To donate directly to Cal-IPC programs and operations rather than the endowment, use the bequest language below that is most appropriate for your situation:

 

Percentage of estate: “I [name], of [city, state, ZIP], give, devise, and bequeath to California Invasive Plant Council, a nonprofit corporation, organized and existing under the laws of the State of California, and with the principal business address of 855 Marina Bay Parkway, Suite 250, Richmond, CA 94804, (Federal Tax ID 68-0289333), ____% of my estate for its unrestricted use and purpose.”

Specific amount: “I [name], of [city, state, ZIP], give, devise, and bequeath to California Invasive Plant Council, a nonprofit corporation, organized and existing under the laws of the State of California, and with the principal business address of 855 Marina Bay Parkway, Suite 250, Richmond, CA 94804, (Federal Tax ID 68-0289333), [the sum of $_________], [_____ shares of stock in (Company)] for its unrestricted use and purpose.”

Residual funds: I [name], of [city, state, ZIP], give, devise and bequeath to California Invasive Plant Council, a nonprofit corporation, organized and existing under the laws of the State of California, and with the principal business address of 855 Marina Bay Parkway, Suite 250, Richmond, CA 94804, (Federal Tax ID 68-0289333) _________% of the residue of my estate.

Contingent: “In the event of death of my beneficiary/ies, I give, devise, and bequeath to the California Invasive Plant Council, a nonprofit corporation, organized and existing under the laws of the State of California, and with principal business address of 855 Marina Bay Parkway, Suite 250, Richmond, CA 94804, (Federal Tax ID 68-0289333), [percentage, specific, or residual language above] for its unrestricted use and purpose.”

 

The above language is for unrestricted gifts — Cal-IPC can use the funds where they are needed most. If you prefer to make a restricted gift, please contact Cal-IPC staff. The more narrowly you restrict the use of your bequest, the greater the risk that the program you want to benefit today may not be as relevant when we receive your gift in the future, and it may not be possible to accept the gift.

Need more information about planned giving? We’re here to help. Contact Claire F. Meyler at cmeyler@cal-ipc.org or 510-843-3902 x310