Preserving and protecting those things you hold dear—the unique landscape of the Greater Sedona Area—is a wise investment.
The easiest way to leave a lasting legacy is to include Keep Sedona Beautiful, Inc. in your will. The information provided below is meant to assist you and your advisors in planning.
Your gift, regardless of size, will be both welcome and important to Keep Sedona Beautiful. Thank you.
Federal Tax Identification Number: 23-7313508
Sample language for including Keep Sedona Beautiful in a will or codicil:
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- I give, devise, and bequeath _____ % of the remaining assets of my estate to Keep Sedona Beautiful, an Arizona charitable corporation, for its charitable purposes.
- I give, devise, and bequeath the sum of $______ to Keep Sedona Beautiful, an Arizona charitable corporation, for its charitable purposes.
- I give, devise, and bequeath the following property to Keep Sedona Beautiful an Arizona charitable corporation, for its charitable purposes… [Description of property].
Please call us at 928-282-4938, or have your attorney or financial advisor call, if you have any questions or require additional information. You can also email us at ksb@keepsedonabeautiful.org.
Other planned gifts
Beneficiary Designation
Benefit: Easy to set up and modify
How it works: Add Keep Sedona Beautiful as a beneficiary to assets, such as insurance policies and investment funds.
Qualified Charitable Distribution (QCD)
Benefit: Easy to create and KSB receives immediate funds. Amount of tax benefit depends on tax bracket.
How it works: At age 70-1/2 and older, individuals can donate directly to KSB from their IRA up to $105,000 a year.
Required Minimum Distribution (RMD)
Benefit: Easy to create and KSB receives immediate funds
How it works: At age 73 and older, individuals are required to deduct funds from regular retirement accounts, such as regular IRAs and 401Ks (not Roth). These RMD funds can be used for a Qualified Charitable Distributions (QCD) (see above).
Living Trust
Benefit: Trust and estate planners create trusts based on donor’s wishes. Trust planners handle specific state laws and the donor answers questions and signs the trust. Trusts can be revocable or irrevocable. A major benefit is trust assets do not go through public probate and the trust remains private. Donors assign a trustor who manages the trust upon the donor’s death.
How it works: Donors change names of accounts, such as bank, insurance, investments, etc. to the trust name. Upon death, the trustor ensures disbursement requirements listed in the trust are followed.
Arizona Community Foundation Legacy Fund (ACF)
Benefit: Donors set up a Charitable Legacy Fund with ACF where assets transfer from the original account to ACF upon death and is held in the ACF fund pool for distribution to listed charities. Charities can receive funds in a variety of ways, such as lump sum, timed distributions for a set number of years or interest only (fund remains in perpetuity). Donors can change the recipient charity as desired. If the charity no longer exists, ACF can pick another similar charity.
How it works: ACF is listed in the trust.
Charitable Remainder Trust
Benefit: Enables donors to pursue philanthropic goals while generating income. Tax exempt and irrevocable, they are designed to reduce taxable income. They can provide relatives with income while they are alive and then when they pass away the trust will give the remainder to a listed charity.
How it works: Can be included in a Living Trust.
KSB is not responsible for charitable information accuracy or how a donor uses this information. KSB recommends donors work with industry professionals before making monetary decisions.