There are several ways to include Five Acres in your will or trust. Suggested legal language is in quotation marks.
“I give to Five Acres located at 760 West Mountain View Street, Altadena, CA 91001 the sum of $_______.”
“I give to Five Acres located at 760 West Mountain View Street, Altadena, CA 91001 my interest in [describe property and exact location/address].”
Name Five Acres as the beneficiary or as a percentage beneficiary of your retirement plan, for example, “50% to my spouse and 50% to Five Acres located at 760 West Mountain View Street, Altadena, CA 91001.” The portion to Five Acres will not be subject to income taxes.
Charitable Remainder Trust
Contributing appreciated securities, real estate or other asset to a charitable remainder trust can benefit Five Acres in the future and you today. Avoid capital gains tax, receive payments for life or a term of years, and receive a current income tax deduction all without probate.
Your gift can be unrestricted as to its use, or restricted for a specific program or restricted to the endowment fund.
For more information about making a gift to Five Acres in your will or trust, please contact Cynthia Nickell at (626) 798-6793 ext. 2250 or email her at email@example.com. Please consult your financial advisor.