Join our Legacy Giving Circle and create a meaningful, enduring difference. To learn more about planned giving options, contact Amy in our Development Office at akirschner@maliasili.org.
Consider leaving a legacy for the people and landscapes of Africa today.
Naming Maliasili as the beneficiary of your retirement plan or life insurance policy is a quick and easy strategy, entirely separate from your Will, that requires no lawyers or fees.
How it Works
- You request a "change of beneficiary" form from your plan administrator.
- You complete the form naming Maliasili as a full or partial beneficiary.
- You submit the form to the plan administrator and notify Maliasili of the gift intention.
Benefits to You
- Simplicity - these estate planning strategies require little paperwork.
- You decide who is to benefit and you may change your mind at any time.
You may also transfer assets directly to Maliasili without going through probate by naming Maliasili as a beneficiary via a Payable-On-Death (POD) form with your bank or, if assets are held in an investment account, by creating a Transferable on Death (TOD) deed with your brokerage firm.
How Bequests Work:
- You include a bequest provision in your Will or Trust designating a particular asset or a percentage to Maliasili (EIN 27-3183146). [see sample bequest language]
- You inform Maliasili of your gift so we may thank you and ensure that your wishes are clear and can be fulfilled
- After your lifetime, your legacy gift lives on, helping Maliasili to thrive. Unrestricted gifts provide the greatest flexibility to address future priorities.
Benefits:
- Bequest or trust designations can be changed at any time.
- Your bequest or trust designation may not be subject to any potential federal estate tax.
- If your gift includes real estate, you control the property during your lifetime.
Here is sample language to include a bequest to Maliasili while creating your Will or Trust, or by adding a simple codicil to an existing document:
I/We hereby give (% of my residuary estate, $ dollars, and/or specific asset) to Maliasili (EIN # 27-3183146), a nonprofit organization with the address of 4 Carmichael St, Suite 111-193, Essex Junction, VT, 05452, for its unrestricted purposes.
