Legacy Gifts


It’s impossible to thank you too often for your loyal support and vision for our collective future. As a member of our Legacy Society, you will enjoy exclusive field trips and other special events, connecting you even more closely to the progress you make possible now and plan to make in the future- for the environment as well as your other loved ones.

Email Jan Merryweather or call 650-464-8203 for more about Legacy giving.

Legacy Society Benefits

  • When you join our Legacy Society by creating a bequest for Sustainable Conservation, you’ll receive all the benefits of our Friendship Circle, plus:
  • Timely estate planning news and tax tips
  • Attend annual Legacy Society lunch
  • Attend annual Legacy Society field trip
  • Bring a guest/friend to Legacy Society lunch or field trip

Easy Steps to Creating a Lasting Impact

Gifts That Cost You Nothing Now

You can provide for your loved ones and express your affirmation of Sustainable Conservation’s work of uniting people to protect California’s natural resources with gifts through your will or living trust. These gifts are revocable, so you can change your mind later if your needs or priorities change. You have a choice of what works best for you, including:

Specific Bequest: You can designate a bequest of a specific amount or specific asset to Sustainable Conservation.

Residual Bequest: You can specify that Sustainable Conservation will receive what is left in your estate after bequests to others and costs are fulfilled.

Contingent Bequest: Your bequest can be contingent on your having outlived another beneficiary.

The wording and information you need to include Sustainable Conservation in your will or living trust is simple, as in this sample bequest language:

“I hereby give (a percentage, residual portion, share or specific amount or asset) to Sustainable Conservation, 98 Battery Street, Suite 302, San Francisco CA 94111. Sustainable Conservation’s Federal tax ID#: 94-3232437.”

This information illustrates options and is provided for your consideration and is not intended as legal, accounting or other professional advice. For assistance in charitable planning, please consult an attorney for legal advice.

Gifts by Beneficiary Designation:
An easy way to ensure that Sustainable Conservation continues to find environmental solutions that make economic sense is to make a gift of retirement assets. It’s as simple as requesting and signing beneficiary forms from your plan administrator.

You will continue to earn income from these funds through your lifetime. You may wish to provide for your family through your will and make charitable gifts with the residual funds in retirement accounts because of the potential tax savings for your heirs.

Other ways to make a legacy gift through beneficiary designations include:

  • Life Insurance Plans
  • Remaining Assets in Donor-Advised Funds
  • Certificates of Deposit, Bank and Brokerage Accounts, Savings Bonds

Endowment Funds

You can help ensure that Sustainable Conservation continues to steward the resources we all depend on for many years to come with a gift to the Endowment Fund. Receive current tax benefits while knowing that your gift will generate income to support our programs over generations. Gifts to the endowment fund can be made with cash, stock, or other assets.

IRA Distribution

If you are 70½ or older, the IRS allows you to make tax-free charitable gifts from your IRA without claiming any increased income. Your gift counts towards your minimum distribution requirement.

Your gift from your ROTH or traditional IRA must be transferred directly to Sustainable Conservation.

Here’s how:

  1. Contact your IRA provider (Click here for a sample letter of authorization to send to your IRA provider) or write a check payable to Sustainable Conservation from your IRA checkbook.
  2. Use our Tax ID: 94-3232437
  3. Please make sure to notify us to ensure accurate processing, as some IRA providers do not send your name or other critical information:
    Sustainable Conservation
    c/o Gina Pacheu, Finance Director
    98 Battery Street, Suite 201
    San Francisco CA 94111

Contact your IRA provider at least two weeks prior to the end of the year. Distributions must be completed by December 31 to count for the current tax year.


Email Jan Merryweather or call 650-464-8203 for more about Legacy giving.