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catphil1213 72dpiRecertified as one of the 
"finest smaller charities
Greater Washington has to offer" 
by the Catalogue for Philanthropy

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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 Development Director Kathryn Mitchell or call Kathryn at 301-652-9188 x31.

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 Development Director Kathryn Mitchell or call Kathryn at 301-652-9188 x31, 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, please email ANS Development Director Kathryn Mitchell or call Kathryn at 301-652-9188 x31.

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 Development Director Kathryn Mitchell or call Kathryn at 301-652-9188 x31, 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 Development Director Kathryn Mitchell or call Kathryn at 301-652-9188 x31.


Profile of ANS Legacy Society Member
The ANS Legacy Society consists of members who have provided for the Audubon Naturalist Society after his/her death. Here is a profile of member Cartharina Mieke Mehlman:

mehlmanleagacy4Catharina Mieke Mehlman continues her 30 years as a leader at ANS by establishing its first gift annuity. She has given ANS a significant gift that will go into investments and will pay her an annual rate of 8.8 percent for the rest of her life. This is a sophisticated type of gift and opens the door for other ANS members to earn income while making a contribution. 

"I am making this significant gift to give back to ANS and all the wonderful people I have met over the years," said Mehlman. "So many people became my friend and colleague. It is what I can do to show my appreciation for  everything my family and I have received from our involvement with ANS."

Mehlman is a native of the Netherlands and arrived in the United States in 1950. She has been an active volunteer and leader with ANS since she became a member in the early 70s. She brought her two sons, David and Donald, to Woodend to enjoy and learn about nature.

"ANS is a wonderful place to learn about the finer points of nature," she said. "It was an incubator for my love of nature and helped me teach my boys about nature."

She remembers attending the ANS/Smithsonian evening lecture series and guided bird walks. In no time, she was volunteering to help the fledgling Holiday Fair. As a chair of the Fair for many years, she helped develop it into the best art/craft show in the region (according to The Washington Post). 

"My whole family volunteered — directing traffic, counting money and anything else that needed to be done," she said. Her family also helped establish the semi-annual birdseed sales to raise funds for new environmental education programs.

She served on the ANS board and became one of the bookshop "regulars" coming in every Tuesday for more than 25 years. "ANS has meant so much to me and my family. I gave this gift so that ANS can continue for at least another 100 years," Mehlman said.

To learn more about charitable gift annuities or other planned options, please email Development Director Kathryn Mitchell or call Kathryn at 301-652-9188 x31.

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