Leaving a Legacy

Ensure a Spiritual Home for Future Generations

The Center has established a means by which it can receive gifts, both immediate and deferred, to help perpetuate the teaching and practice of Science of Mind in the Santa Rosa community. Because such bequests create future value for the recipient organization, they are often referred to as a Legacy. Our Legacy Fund empowers those who love our Center to ensure future generations will benefit from the expansive consciousness that enriches our lives. We are a 501(c)(3) nonprofit organization, federal ID 94-2239294.

How Can I Give to the Legacy Fund?

Outright giving – Perhaps the easiest way of investing in the future of the Center is through an outright gift to the Legacy Fund in the form of securities (stocks or mutual funds), real estate, other personal property, or simply a written check. Your donation will not only avoid capital gain taxation, but may provide additional tax savings for you as well.

Bequest in your will or trust – The Legacy Fund can be named as a beneficiary in your will or trust in several ways: as a percentage of your estate, a specific dollar amount, personal property, real estate, art work, specific stocks or securities, etc.

Beneficiary designation – There are many investment vehicles and insurance products that have designated beneficiaries. Most of these products are designed to pay out the accumulated value of the policy or account to the designated beneficiaries. The Center for Spiritual Living, Santa Rosa Legacy Fund can be named as a beneficiary on all types of insurance product s, such as term or whole life policies, tax deferred or immediate annuities, certain certificates of deposit, etc.

Retirement plans (IRAs, 401Ks 403Bs TSAs, etc.) – All retirement plans fall under the category of “qualified plans.” There are some important rules that must be followed pertaining to the distribution of money from these plans. In some cases, it may be advantageous to name a charity, such as our Legacy Fund, as part or whole beneficiary, in that the charity is a tax-exempt nonprofit organization.

Where Do I Start?

You can contact the Center either by leaving a message for the Legacy Team at (707) 546-4543, ext. 101, or by e-mailing legacy@cslsr.org.