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Leave a Legacy

Bequests through your Will or Revocable Trust
Planned Gifts through your Life Insurance or Retirement Accounts
Planned Gifts that Produce Income During Your Life
Profile of ANS Legacy Society Member

Young or old, working or retired, we seek out natural places when we need to re-energize. We stretch out under big trees, watch our children and grandchildren wade in a brook, enjoy a picnic, and delight in the chapgcoupleonbenchweblegacy1nging seasons.

As a neighbor and a part of your community, ANS is the best ally for people concerned about air and water quality and who are determined to save the remaining natural and wild places in our neighborhoods — and our region. By naming the Audubon Naturalist Society of the Central Atlantic States, Inc. as a beneficiary of your estate, you are making an important statement about the quality of life you want for yourself — and for future generations.

Without an estate plan, your loved ones are forced to pick up the pieces of a confused financial puzzle when illness strikes or an accident occurs. There's no better time than now to create an estate plan that cares for your family and the causes important to you.

Several options exist to make the Audubon Naturalist Society of the Central United States, Inc. part of your legacy. It can be done through your Will or Revocable Trust; your life insurance or retirement accounts; or a charitable gift annuity. The latter can provide a stream of income during your life, with the principal going to ANS after you die.

By naming the Audubon Naturalist Society of the Central United States, Inc. as a beneficiary of your estate you will be joining a distinguished list of ANS supporters that are now members of the ANS Legacy Society. We look forward to welcoming you to this exceptional group.

To discuss your estate plan, please contact ANS Director of Finance & Administration Margo Francis or callMargo at 301-652-9188 x24.

Bequests Through Your Will or Revocable Trust
The Will remains the basic element in the typical estate plan. The Will insures that nothing is overlooked. Every Will sees that any assets not otherwise disposed of pass to those intended to receive them. You can provide a lasting testament in your name to the Audubon Naturalist Society of the Central Atlantic States, Inc. by including a bequest provision in your Will or Revocable Trust. The assets will remain in your control during your lifetime. Sample wording that you can use in your Will or Trust follows:

Unrestricted Gift
I give to the Audubon Naturalist Society of the Central Atlantic States, Inc., a 501 (c) (3) nonprofit incorporated under the District of Columbia and whose headquarters are located in Chevy Chase, Maryland, the sum of $ ____________ (or  _______% of my residuary estate) for general operating purposes.

Restricted Bequest
I give to the Audubon Naturalist Society of the Central Atlantic States, Inc., a 501 (c) (3) nonprofit incorporated under the District of Columbia and whose headquarters are located in Chevy Chase, Maryland, the sum of $ ____________ (or  _______% of my residuary estate).  (Be sure to contact the Audubon Naturalist Society to ensure that we can use your restricted bequest as intended).

Residuary Legatee
All the rest, residue, and remainder of my estate, both real and personal, I give to the Audubon Naturalist Society of the Central Atlantic States, Inc., a 501 (c) (3) nonprofit incorporated under the District of Columbia and whose headquarters are located in Chevy Chase, Maryland, for general operating purposes.

Contingency Gift
I devise and bequeath the residue of the property owned by me at my death, real and personal and wherever situate, in equal shares to my above named beneficiaries, if they survive me. If my above named beneficiaries do not survive me, I devise and bequeath my residuary estate to the Audubon Naturalist Society of the Central Atlantic States, Inc., a 501 (c) (3) nonprofit incorporated under the District of Columbia and whose headquarters are located in Chevy Chase, Maryland, for general operating purposes.

Please email ANS Director of Finance & Administration Margo Francis or call Margo at 301-652-9188 x24, if you have questions, or need additional information about including ANS in your Will or Trust.

Planned Gifts Through Your Life Insurance or Retirement Accounts
pgmanwithchildleagacy2A pension, 401(k) plan, IRA, profit-sharing, group insurance, or a stock option plan will have written provisions for the disposition of the benefits upon the disability, retirement, or death of the employee.

Life insurance policies provide for the payment of their face amount on the death of the insured to a named beneficiary. The beneficiary may be an individual, the insured's estate, a trustee under a will or trust agreement, or a charitable organization.

Gifts of Life Insurance
Name the Audubon Naturalist Society of the Central Atlantic States, Inc. (ANS) as beneficiary of a policy insuring your life or transfer ownership of a paid-up life insurance policy to the Audubon Naturalist Society of the Central Atlantic States, Inc. ANS may elect to cash in the policy or receive the death benefits later.

Retirement Gifts
Name the Audubon Naturalist Society of the Central Atlantic States, Inc. as the beneficiary of your IRA, 401 (k), or other qualified plan. If you are 70 or older, you can have money from your IRA or Roth account sent directly to ANS. This is most beneficial to traditional IRA holders because much of the money in these accounts is eventually taxable.

For more information, contact Director of Finance & Administration Margo Francis or call Margo at 301-652-9188 x24.

Planned Gifts that Provide Income During Your Life
Charitable Gift Annuity (benefits you now and ANS in the future)

A gift annuity may be an excellent way to achieve your goals — for yourself and for ANS. In exchange for your irrevocable gift of cash, securities, or other assets, ANS agrees to pay you a fixed sum each year for life. Additionally, part of each payment is tax free, and you will qualify for a federal income tax deduction. Depending on your circumstances, you may also save capital gains tax. When the gift annuity ends, the remaining principal passes to the Audubon Naturalist Society of the Central Atlantic States, Inc. The minimum acceptable gift is $100,000 for an individual. The minimum age of an annuitant on the date the payments start is 65.

Please email ANS Director of Finance & Administration Margo Francis or call Margo at 301-652-9188 x24, if you would like ANS to provide a sample gift annuity agreement, including a projected summary of benefits and annuity payments for you and/or your advisor(s) to review.

pgbridgeweblegacy3Charitable Remainder Trust (benefits you now and ANS in the future)
Working with your attorney you transfer cash, securities, or other appreciated stock into a trust.  You will receive an immediate income tax deduction for a portion of your contribution. The trust makes fixed annual payments to you or your designated income beneficiary. When the trust ends, the principal passes to the Audubon Naturalist Society of the Central Atlantic States, Inc.

Deferred Gift Annuity (deferred benefit for you and ANS)
Upon the transfer of cash, stocks, or mutual funds to the Audubon Naturalist Society of the Central Atlantic States,  Inc. you (and a 2nd person if you wish) will receive annuity payments for life. Payments will begin on a mutually agreed upon date, which must be at least one year from the date of your gift. Upon the death of the last annuitant, the remaining principal becomes available to ANS. The minimum acceptable gift is $100,000 for an individual. The minimum age of an annuitant on the date the payments start is 65.

If you have questions or would like more information, please email ANS Director of Finance & Administration Margo Francis or call Margo at 301-652-9188 x24.


 

To learn more about charitable gift annuities or other planned options, please email ANS Director of Finance & Administration Margo Francis or call Margo at 301-652-9188 x24.

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