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Bequests
A bequest can benefit both you and the California State Parks Foundation. Leave a lasting legacy for years to come. More on Bequests >>.
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Tax-Free Sale
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>.
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Fixed Income for Retirement
After working for decades as a pediatrician in a small rural town, Patricia Brown was ready to retire. Patricia owned some stock but was concerned about leaving it in the market where it could go up or down. She needed a secure source of retirement income for the future. More on Fixed Income for Retirement >>.
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Easy IRA Gift
In order to illustrate what can happen, assume a person has a large estate and a qualified retirement plan totaling $1,000,000 at death. Unaware of the tax consequences, Mr. Donor has bequeathed this asset directly to his children. More on Easy IRA Gift >>.
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Charitable Remainder Unitrust
Hunter and Lisa Spencer are continuing the family tradition of helping our state parks by generously supporting the Foundation. Their love of the state parks comes naturally.Hunter's late parents, Margaret and Bill, were park enthusiasts and longtime Foundation patrons. More on Charitable Remainder Unitrust >>.
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The Retirement Unitrust
Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>.
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Generous IRA Gift
For those with charitable intent, it is often attractive to consider a bequest of either a portion or all of the funds in a qualified retirement plan to charity. More on Generous IRA Gift >>.
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Part Gift and Part Sale
John and Mary may decide to eliminate all stock sales tax with a larger gift. The Gift and Sale plan can be structured so that a charitable income tax deduction produces savings that completely offset tax due on the stock sale. More on Part Gift and Part Sale >>.
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Current Gifts
One of the constants in our changing tax laws is the recognition of the vital role charitable organizations play in the building of strong communities. More on Current Gifts >>.
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A Bequest to Further Good Work
We would like to share a story about someone that not only loved one of our state parks but took that love one step further and has, through the California State Parks Foundation's Planned Giving Program, left a legacy to help preserve her favorite park. More on A Bequest to Further Good Work >>.
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Major IRA Gift
For those with charitable intent, it is often attractive to consider a bequest of either a portion or all of the funds in a qualified retirement plan to charity. More on Major IRA Gift >>.
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A Bequest to Save Taxes
Eva Morris was a widow with two grown children. She had a great love for the work of a special charity and wanted to include a charitable gift in her estate plan. More on A Bequest to Save Taxes >>.
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* These donor stories are for illustrative purposes only. Each story is based on an actual gift case or a combination of cases. The pictures and names may be representative of the actual donors who were involved in either the cases or a combination of cases.
