Invest in IONS

Create a Legacy, Transform Society

Begin Your Giving Journey

Imagine leaving a legacy that transforms society for years to come, seeding essential work at the frontiers of science, advancing more conscious paradigms and practices, and empowering individuals and communities to be leaders of positive change. You can make this vision a reality by providing a planned gift to the Institute of Noetic Sciences, either through an estate plan or through a life income gift, such as a charitable gift annuity or charitable remainder trust. With such gifts, supporters can make a satisfying and often substantial contribution to our shared mission while advancing their own personal, family, and financial goals.

“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

Here's How You Can Get Started

The Easiest Way to Make an Impact

Interested in helping Institute of Noetic Sciences with our mission but feel overwhelmed by the thought of writing another check or giving up your assets today? A simple, flexible and versatile way to ensure we can continue our work for years to come is a gift in your will or living trust, known as a charitable bequest.

By including a bequest to IONS in your will or living trust, you are ensuring that we can continue our mission for years to come.

You can use the following assets to fund a bequest:

  • Cash
  • Appreciated Securities
  • Real Estate
  • Tangible Personal Property
  • Closely Held Stock
NEXT STEPS
  1. Email Christie Larson or call her at 707.779.8215 for additional information on bequests or to chat more about the different options for including IONS in your will or estate plan.
  2. Seek the advice of your financial or legal adviser.
  3. If you include IONS in your plans, please use our legal name and federal tax ID.

Legal Name: Institute of Noetic Sciences
Address: 101 San Antonio Road, Petaluma, CA 94952
Federal Tax ID Number: 23-7236986

Continue Supporting Our Work After Your Lifetime

Passionate about supporting Institute of Noetic Sciences with our mission even after your lifetime? It’s not only possible, it’s easy to do with a beneficiary designation. Just name IONS as a beneficiary to receive assets such as retirement plans and life insurance policies after you’re gone. You simply fill out a form that is entirely separate from your will—which makes this approach an easy way to give.

Not only is it an easy way to give, but it’s also flexible—you aren’t locked into the choices you make today. You can review and adjust beneficiary designations anytime you want.

Check Out This Potential Scenario

Robert and Carol treasure the financial help they’ve been able to give their children and IONS over the years. Now that their kids are grown, Robert and Carol changed their estate plan so it could work harder for the people and causes they love. The couple updated their will to leave stocks and real estate to their kids. And they left us a $75,000 IRA to be transferred after their death. Because IONS is tax-exempt, all $75,000 will help support our mission.

If Robert and Carol had left the IRA to their children, approximately $18,000* would have gone to pay federal income taxes—leaving only $57,000 for their family’s use. Robert and Carol are happy knowing they are making the most of their hard-earned money thanks to their updated estate plan.

*Based on an assumption of a 24 percent marginal income tax bracket.

You can name IONS as the beneficiary of the following assets:

  • Retirement Plan Assets
  • Life Insurance
  • Commercial Annuities
  • Bank Accounts, Certificates of Deposit or Brokerage Accounts
NEXT STEPS
  1. Email Christie Larson or call her at 707.779.8215 for additional information on beneficiary designations and how they can help support IONS with our mission.
  2. Talk to your financial or legal adviser to learn which assets will or will not trigger taxable income when paid to a beneficiary.
  3. If you name IONS in your plans, please use our legal name and federal tax ID.

Legal Name: Institute of Noetic Sciences
Address: 101 San Antonio Road, Petaluma, CA 94952
Federal Tax ID Number: 23-7236986

Turn Your Generosity Into Lifetime Income

When you are looking for ways to help Institute of Noetic Sciences with our mission, you shouldn’t feel like you are choosing between your philanthropic goals and financial security. One gift that allows you to support IONS’s work while receiving fixed payments for life is a charitable gift annuity.

Not only does this gift provide you with regular payments and allow us to further our work, but when you create a charitable gift annuity with IONS you can receive a variety of tax benefits, including a federal income tax charitable deduction when you itemize.

Delay Your Payments

If you are younger than 60 or don’t need your payments immediately, you can set up a deferred gift annuity. This allows you to delay receiving payments until a later date—such as when you reach retirement.

(Gift annuities provide fixed guaranteed payments to donors for life, leaving what remains in the account to benefit IONS at the donor’s death.)

You can use the following assets to fund a charitable gift annuity:

  • Cash
  • Appreciated Securities
  • Closely Held Stock
  • Real Estate
  • Tangible Personal Property
NEXT STEPS
  1. Email Christie Larson or call her at 707.779.8215 for additional information on charitable gift annuities or to chat more about the personal benefits of creating an annuity with IONS.
  2. Seek the advice of your financial or legal adviser.
  3. If you include IONS in your plans, please use our legal name and federal tax ID.

Legal Name: Institute of Noetic Sciences
Address: 101 San Antonio Road, Petaluma, CA 94952
Federal Tax ID Number: 23-7236986

Discover a Gift That Is Truly Win-Win

Looking for a way to give IONS a significant gift? If you have built up a sizeable estate and are also looking for ways to receive reliable payments, you may want to check out the advantages of setting up a charitable remainder trust.

Benefits of a charitable remainder trust include:

  • Potential for a partial charitable income tax deduction
  • Potential for increased income
  • Up-front capital gains tax avoidance

There are two ways to receive payments with charitable remainder trusts:

  1. The annuity trust pays you, each year, the same dollar amount you choose at the start. Your payments stay the same, regardless of fluctuations in trust investments.
  2. The annitrust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. The amount of your payments is redetermined annually. If the value of the trust increases, so do your payments. If the value decreases, however, so will your payments.

You can use the following assets to fund a charitable remainder trust:

  • Cash Appreciated Securities
  • Closely Held Stock
  • Real Estate Retirement Plan Assets
  • Tangible Personal Property
NEXT STEPS
  1. Email Christie Larson or call her at 707.779.8215 to talk about supporting IONS by setting up a charitable remainder trust.
  2. Seek the advice of your financial or legal adviser.
  3. If you include IONS in your plans, please use our legal name and federal tax ID.

Legal Name: Institute of Noetic Sciences
Address: 101 San Antonio Road, Petaluma, CA 94952
Federal Tax ID Number: 23-7236986

Provide for Your Loved Ones and IONS

Do you want to benefit from the tax savings that result from supporting IONS, yet you don’t want to give up any assets that you’d like your family to receive someday? You can have it both ways with a charitable lead trust.

There are two ways charitable lead trusts make payments:

  1. A charitable lead annuity trust pays a fixed amount each year to IONS and is more attractive when interest rates are low.
  2. A charitable lead unitrust pays a variable amount each year based on the value of the assets in the trust. With a unitrust, if the trust’s assets go up in value, for example, the payments to IONS go up as well.
Check Out This Potential Scenario

George would like to support IONS and provide for his children. George received a windfall amount of income and needs a large income tax deduction to offset the income. Following his adviser’s recommendation, George funds a grantor charitable lead annuity trust with assets valued at $1,000,000. George’s trust pays $70,000 (7 percent of the initial fair market value) to IONS each year for 15 years, which will total $1,050,000. After that, the balance in the trust reverts back to George. He receives an income tax charitable deduction of $854,311. Assuming the trust earns an average 6 percent annual rate of return, George receives approximately $767,240 at the end of the trust term.

*Assuming annual payments and a 3.2 percent charitable midterm federal rate.

You can use the following assets to fund a charitable lead trust:

  • Cash
  • Appreciated Securities
  • Closely Held Stock
  • Real Estate
NEXT STEPS
  1. Email Christie Larson or call her at 707.779.8215 to talk about supporting IONS by setting up a charitable lead trust.
  2. Seek the advice of your financial or legal adviser.
  3. If you include IONS in your plans, please use our legal name and federal tax ID.

Legal Name: Institute of Noetic Sciences
Address: 101 San Antonio Road, Petaluma, CA 94952
Federal Tax ID Number: 23-7236986

Transforming Realty to Gift Reality

Want to make a big gift to Institute of Noetic Sciences without touching your bank account? Consider giving us real estate. Such a generous gift helps us continue our work for years to come. And a gift of real estate also helps you. When you give us appreciated property you have held longer than one year, you qualify for a federal income tax charitable deduction. You avoid paying capital gains tax. And you no longer have to deal with that property’s maintenance costs, property taxes or insurance.

Another benefit: You don’t have to hassle with selling the real estate. You can deed the property directly to IONS or ask your attorney to add a few sentences in your will or trust agreement.

You can give real estate to IONS in the following ways:

  • An outright gift. When you make a gift today of real estate you have owned longer than one year, you qualify for a federal income tax charitable deduction equal to the property’s full fair market value. This deduction lets you reduce the cost of making the gift and frees cash that otherwise would have been used to pay taxes. By donating the property to us, you also eliminate capital gains tax on its appreciation.
  • A gift in your will or living trust. A gift of real estate through your will or living trust allows you the flexibility to change your mind and the potential to support our work with a larger gift than you could during your lifetime. In as little as one sentence or two, you can ensure that your support for IONS continues after your lifetime.
  • A retained life estate. Perhaps you like the tax advantages a gift of real estate to our organization would offer, but you want to continue living in your personal residence for your lifetime. You can transfer your personal residence or farm to IONS but keep the right to occupy (or rent out) the home for the rest of your life. You continue to pay real estate taxes, maintenance fees and insurance on the property. Even though IONS would not actually take possession of the residence until after your lifetime, since your gift cannot be revoked, you qualify for a federal income tax charitable deduction for a portion of your home’s value.
  • A deferred. Are you tired of the hassles of maintaining your property such as paying taxes, utilities and repair bills? Consider donating the property to IONS in exchange for reliable payments for life for you (and someone else, if you choose). When you arrange a charitable gift annuity, you receive a federal income tax charitable deduction in the year you set up the gift annuity when you itemize on your taxes. If you use appreciated real estate to make a gift, you can usually eliminate capital gains tax on a portion of the gift and spread the rest of the gain over your life expectancy. A gift of unmortgaged property to fund a deferred gift annuity is preferable and generates the greatest tax benefit.
  • A bargain sale. Want to sell us your property for less than the fair market value? A “bargain sale” may be the answer. When you make a bargain sale, you sell your property to our organization for less than what it’s worth. The difference between the actual value and the sale price is considered a gift to us. A bargain sale can be an effective way to dispose of property that has increased in value, and it is the only gift vehicle that can give you a lump sum of cash and a charitable deduction (when you itemize) at the same time.
  • A charitable remainder unitrust. You can contribute any type of appreciated real estate you’ve owned for more than one year, provided it’s unmortgaged, in exchange for an income stream for life or a term of up to 20 years. The donated property may be a residence (a personal residence must be vacant upon contribution), undeveloped land, a farm or commercial property. Real estate works well with only certain variations of charitable remainder trusts. Your estate planning attorney, who will draft your trust, can give you more details.
  • A charitable lead trust. This gift can be a wonderful way for you to benefit IONS and simultaneously transfer appreciated real estate to your family tax-free. You should consider funding the charitable lead trust with real estate that is income-producing and expected to increase in value over the term of the trust.
  • A memorial or endowed gift. A gift of real estate may be a perfect way to honor your loved one in perpetuity. When you make an endowed gift of real estate, your contribution is invested with and becomes part of our endowment. An annual distribution is made for the purpose you designate. Because the principal remains intact, the fund will generate support in perpetuity.
  • A donor advised fund. When you transfer real estate to your donor advised fund, you avoid capital gains taxes and qualify for a federal income tax deduction based on the fair market value of the property when you itemize on your taxes.
NEXT STEPS
  1. Email Christie Larson or call her at 707.779.8215 to discuss the possibility of giving real estate to IONS.
  2. Seek the advice of your financial or legal adviser to make sure this gift fits your goals.
  3. If you include IONS in your plans, please use our legal name and federal tax ID.

Legal Name: Institute of Noetic Sciences
Address: 101 San Antonio Road, Petaluma, CA 94952
Federal Tax ID Number: 23-7236986

A Gift That Honors a Life

If you have a loved one who has been impacted by Institute of Noetic Sciences, establishing a memorial or tribute gift is a meaningful way to honor your loved one or celebrate a special occasion such as a birthday while supporting the work of our mission. Your memorial or tribute gift will be a lasting tribute to your loved one and make a difference in the lives of those we serve.

Check Out This Potential Scenario

When Sarah’s father passed away, she knew she wanted to do something that would establish a lasting legacy for him. She remembered that during his lifetime he was always praising IONS for its tireless efforts to better his community. So Sarah decided to make a gift to IONS in her father’s name using appreciated securities. Not only will her father’s legacy live on at IONS thanks to the gift and a commemorative plaque, but Sarah also received a federal income tax charitable deduction (because she itemizes her taxes) and eliminated capital gains tax on the securities.

You can create a memorial gift using the following assets:

  • Cash
  • Appreciated Securities
  • Real Estate
  • Tangible Personal Property
NEXT STEPS
  1. Email Christie Larson or call her at 707.779.8215 for additional information on creating a memorial gift at IONS.
  2. Seek the advice of your financial or legal adviser.
  3. If you make a memorial gift to IONS through your estate, please use our legal name and federal tax ID.

Legal Name: Institute of Noetic Sciences
Address: 101 San Antonio Road, Petaluma, CA 94952
Federal Tax ID Number: 23-7236986

Invest in Our Future

An endowment gift to Institute of Noetic Sciences today provides a brighter picture for our future. When you make a donation to our endowment, you give a gift with both immediate and long-term benefits.

Here’s how it works: Endowment donations are invested. A portion of the annual income from the investment is used to address immediate needs at Institute of Noetic Sciences. The remaining funds are reinvested to ensure indefinite support.

Check Out This Potential Scenario

Longtime supporters Susan and Charlie want to make sure IONS continues to flourish long after they’re gone. They also want to memorialize Charlie’s parents, Mr. and Mrs. Jones. So they make a $25,000 donation to IONS, which we invest. Each year, a portion of the income from the invested money will be used to support our mission in honor of the Joneses. The rest of the income is reinvested in the fund; that’s what allows it to support us indefinitely. Susan and Charlie qualify for a federal income tax charitable deduction on their taxes.

You can create an endowed gift using the following assets:

  • Cash
  • Appreciated Securities
  • Tangible Personal Property
  • Real Estate
NEXT STEPS
  1. Seek the advice of your financial or legal adviser.
  2. Email Christie Larson or call her at 707.779.8215 to discuss endowed gifts.
  3. If you make a memorial gift to IONS through your estate, please use our legal name and federal tax ID.

Legal Name: Institute of Noetic Sciences
Address: 101 San Antonio Road, Petaluma, CA 94952
Federal Tax ID Number: 23-7236986

Harness the Giving Power of a Private Foundation—Without the Complexity

Are you looking for an easy, cost-effective way to support Institute of Noetic Sciences and other causes you love? A donor advised fund, which is like a charitable savings account, may be the right choice for you.

Here’s how it works. You transfer cash or other assets to a tax-exempt sponsoring organization such as a public foundation. You can then recommend—but not direct—how much and how often money is granted to IONS or other charities—sometimes as easily as using a Web portal. And you avoid the cost and complexities of managing a private foundation.

You qualify for a federal income tax charitable deduction at the time you contribute to the account, and the power to make recommendations on which charities to support whenever you want. You centralize your giving and record-keeping in one location. And maybe best of all, you can start a legacy of giving by letting your children help decide which grants to recommend.

Check Out This Potential Scenario

Joe and Laura want to give back to their hometown by putting their money where it will do the most good. They establish a $25,000 donor advised fund with a community foundation. The couple receives a federal income tax charitable deduction for the amount of the gift. They also get all the time they need to decide which charities to support. After researching community needs with the foundation’s staff, Joe and Laura recommend grants for IONS (which they’ve supported for years) and the Animal Rescue League. The foundation presents the charities with checks from the Megan Fund, which Joe and Laura named in honor of their granddaughter. Joe and Laura are delighted to start this personal legacy of giving.

Create a donor advised fund with one of the following assets:

  • Cash
  • Appreciated Securities
  • Retirement Plan Assets
  • Tangible Personal Property
  • Real Estate
NEXT STEPS
  1. Evaluate a sponsoring organization to make sure it supports your interests, values and the type of asset you are considering as a funding source.
  2. Get to know the organization’s policies and procedures-from minimum contributions to administrative fees. Each organization handles these details differently.
  3. Seek the advice of your financial or legal adviser.
  4. Email Christie Larson or call her at 707.779.8215 to discuss using donor advised funds to support IONS and our mission.
  5. If you include IONS in your plans, please use our legal name and federal tax ID.

Legal Name: Institute of Noetic Sciences
Address: 101 San Antonio Road, Petaluma, CA 94952
Federal Tax ID Number: 23-7236986

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