Through a dedicated group of members, 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 principles in the Santa Rosa community.

The Legacy Foundation of the Center for Spiritual Living, Santa Rosa empowers every one of us who loves our center to help future generations benefit from the expansive consciousness that has enriched our lives.

Because such bequests create future value for the recipient organization they are often referred to as a Legacy.

Funds are currently invested in socially responsible investments by the Sonoma County Community Foundation in behalf of the Center for Spiritual Living, Santa Rosa Legacy Foundation.

A full range of professionals who can assist in your giving and estate planning is available to you.

How Can You Participate?

Click Here for the Statement of Commitment Document

You can ensure the future of your spiritual community by giving to the Center for Spiritual Living, Santa Rosa Legacy Foundation in any of the following ways:

1. An outright gift of cash, stocks, bonds, real estate, etc.

2. A bequest in your will or trust

3. Through a Charitable Remainder Trust

4. As a beneficiary designation on an annuity or life insurance policy

5. As a beneficiary designation on a Retirement Plan (IRA, 401K, 403B, etc.)

6. Through a Life Estate Contract

7. Through a Pooled Income Fund

Retirement Plans: IRAs, 401Ks, 403Bs, TSAs, etc.

All retirement plans fall under the category of ÒQualified Plans.ÓThere 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 center Foundation, as a part or whole beneficiary, in that the charity is a tax-exempt non-profit organization.

Life Estate Contract

When you donate your current home as a Retained Life Estate you and/or your spouse continue to live in your home for the rest of your lives and at the same time receive a charitable tax deduction. Second or vacation homes can also be set up as a Life Estate Contract, providing you with continuous use of this property during your lifetime.

Pooled Income Funds

A Pooled Income Fund is a flexible charitable giving vehicle that can help you to:

• Set aside funds for the Center for Spiritual Living, Santa Rosa Legacy Foundation

• Set up a lifetime income stream for you and your spouse

• Take a charitable tax deduction

• Avoid capital gains taxation on property or stocks

Outright Giving

Perhaps the easiest way of investing in the future of our center is through an outright gift to the Legacy Foundation. Excellent candidates for this type of giving are highly-appreciated securities (i.e. stocks or mutual funds), real estate, other personal property, or simply a written check. Your donation will not only avoid capital gain taxation, but can provide additional tax savings for you as well.

Bequest in Your Will or Trust

The Legacy Foundation can be named as beneficiary in your will or trust in several ways:

• As a percentage of your estate

• A specific dollar amount

• Personal property bequests, such as real estate, art work, specific stocks or securities, etc.

Charitable Remainder Trust

This is a mechanism that allows an individual or a couple to donate a highly-appreciated asset, such as an income property or a stock, while creating a lifetime income for themselves. It can also avoid capital gains taxation and the cost of depreciation recapture on certain properties. With this type of bequest you set up a significant future gift to our Center, while creating an income stream and a charitable income tax deduction for yourself.

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 Foundation can be named in part or in whole as a beneficiary on all types of insurance products, such as term or whole life policies, tax deferred or immediate annuities, certain Certificates of Deposit, etc.

The amount of the contribution does not matter, nor does the bequest vehicle. What truly matters is your intention behind the gift – to perpetuate for countless generations the ideals of the Center for Spiritual Living, Santa Rosa.

For questions or details contact The Center for Spiritual Living, 2075 Occidental Road, Santa Rosa, CA 95401 707-546-4543 x302