Want to leave a lasting legacy of environmental protection and education? Consider planned giving – anyone can do it and it’s easy!
By thoughtfully including Rock the Earth in your estate plan, you can help ensure that your grandchildren and their children will enjoy a healthy and sustainable planet and that some of the Earth’s most threatened places will be forever protected, while you become a Rock Legend.
A lifetime gift or bequest to Rock the Earth – a tax exempt charitable organization – can help reduce or eliminate taxes which might otherwise be owed by you or your estate.
Our corporate name is Rock the Earth. We are a nonprofit corporation and an IRS-approved 501(c)(3) charitable organization; our tax exempt identification number is 04-3745180.
Giving through your will or trust
Making a charitable bequest is simple to do. With the help of your estate planning attorney, you can include language in your will or trust to make a bequest to Rock the Earth. If you already have a will, you can execute a codicil (or amendment) to your will that makes a bequest to Rock the Earth.
Specific bequest. A specific bequest allows you to make a gift of a specific asset or sum of money to Rock the Earth. For example, you can leave $10,000 to Rock the Earth. The gift can be unrestricted, or designated for a specific project or purpose. To make an unrestricted specific bequest, sample language includes: “I give
Residuary bequest. A residuary bequest allows you to leave the remainder of your estate or a portion of the remainder of your estate to Rock the Earth after the disposition of other property. For example, you can leave 25% (or ¼) of the residue of your estate to Rock the Earth. To make a residuary bequest, sample language includes: “I give all [or insert percentage or fraction] of my residuary estate to Rock the Earth, a nonprofit corporation, 1536 Wynkoop Street, Suite B200, Denver, CO 80202, or its successor, to be used for its general purposes.”
Contingent bequest. A contingent bequest allows you to make a gift to Rock the Earth if your primary bequest cannot be fulfilled. For example, if a family member does not survive you. To make a contingent bequest, sample language includes: “If X does not survive me, I give [$ amount or specific property] to the Rock the Earth, a nonprofit corporation, 1536 Wynkoop Street, Suite B200, Denver, CO 80202, or its successor, to be used for its general purposes.”
Gifts of Stocks and Bonds
Gifts of appreciated securities (stocks and bonds) are a popular alternative to making a cash gift as they may offer additional tax advantages to the donor. Rock the Earth’s account transfer information will be available upon request. Please request that your broker provide Rock the Earth with the following information:
– Name of donor
– Date of transfer
– Name of security, including symbol, and number of shares
Other Gifts
There are many other ways to include Rock the Earth in your estate plan, including naming Rock the Earth as a beneficiary of your IRA or life insurance policy or creating a charitable gift annuity or charitable trust.
Like timeless songs and bands, a planned gift benefitting Rock the Earth can meet your charitable and financial goals and help protect nature into the future.
Disclaimer: This information is provided for general informational purposes only and does not constitute financial or legal advice. We recommend reviewing any planned giving with your personal financial and legal advisors.