EarthRise hosts thousands of mind-body-spirit explorers who come to study with internationally acclaimed educators, scientists, philosophers, health practitioners, life and business coaches, artists, and spiritual masters.
"As life-directors of the IONS board, we encourage members to allow their love for IONS to motivate them to include IONS in their estate plan so your passion can have an effect for years in the future. With our planned gift we hope to help IONS be able to continue its positive impact in the world and we invite you to join us with a generous planned gift of your own." –Bruce and Nancy Roberts
"When one of my CDs matured, I decided to use the asset to set up a charitable gift annuity with IONS. It increased my monthly income and allows me to support IONS with an endowment at the end of my lifetime." –Claire Russell
"I have been involved with five Community Groups over the years and our discussions and interactions are a vital part of the benefit IONS provides me. In my working years, supporting IONS meant including the Institute regularly in my benevolent giving. In my retirement years, it has meant increasing that giving and including the Institute in my estate planning." –Keith Van Vliet, Author, Perception's Journey
"Creating a charitable remainder trust is a great economical deal; the government tax laws are encouraging us to do this." –Richard Meyer, Leadership Circle Member
"I find IONS exploration of the interface of science and spirituality consistent with my convictions." –Ruth Lofgren PhD Microbiology
"It gives me great satisfaction to know that my bequest to IONS will contribute to future research projects." –Sheila Davis
"Only one thing is essential—the inner decision to follow a deep sense of purpose and to consider all else feedback from a basically friendly universe." –Willis Harman, IONS President 1978-1997
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 any 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.
A charitable bequest is one or two sentences in your will or living trust that leave to Institute of Noetic Sciences a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.
an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan
"I give to Institute of Noetic Sciences, a nonprofit corporation currently located at 101 San Antonio Road, Petaluma, CA 94952, or its successor thereto, ______________* [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."
able to be changed or cancelled
A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.
cannot be changed or cancelled
tax on gifts generally paid by the person making the gift rather than the recipient
the original value of an asset, such as stock, before its appreciation or depreciation
the growth in value of an asset like stock or real estate since the original purchase
the price a willing buyer and willing seller can agree on
The person receiving the gift annuity payments.
the part of an estate left after debts, taxes and specific bequests have been paid
a written and properly witnessed legal change to a will
the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will
A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to IONS or other charities. You cannot direct the gifts.
An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.
Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.
Securities, real estate or any other property having a fair market value greater than its original purchase price.
Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.
A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.
You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.
You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to IONS as a lump sum.
You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to IONS as a lump sum.
A beneficiary designation clearly identifies how specific assets will be distributed after your death.
A charitable gift annuity involves a simple contract between you and IONS where you agree to make a gift to IONS and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.