Support The Institute of Noetic Sciences!
The most common way people remember IONS in a will or living trust is through a charitable bequest. You do not have to rewrite your current documents. You simply add an amendment, called a codicil, to your will or living trust. Consider the following suggested language with your attorney:
"I devise and bequeath to IONS (tax ID 23-7236986), located at 101 San Antonio Road, Petaluma, CA 94952, the sum of ________________________________ dollars ($ ___________)" - or state a percentage of your estate or describe real or personal property (including exact location for the benefit of its general purposes). You can also specify an IONS program you wish to support.
Your bequest is entirely under your control during life, becoming irrevocable only at death.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.