The INSTITUTE for BIRD POPULATIONS
REMEMBER IBP IN YOUR WILL
Remember IBP in your will banner photo

As a registered non-profit organization, IBP is eligible to receive charitable bequests, including money, land, or other property. Your willed gift or revocable trust will enable IBP to continue working to understand and protect birds and their habitats. It’s easy to set up, and can be modified as needs change. Here are several ways you can donate with your legacy.

Bequests

A Residual Bequest can be made to IBP after your estate expenses and specific bequests are paid:

Sample Language: I bequeath to the Institute for Bird Populations, a non-profit research and conservation organization, located at 11435 State Route One, Point Reyes Station, CA, 94956, all or ______% of the rest, residue and remainder of my estate, both real and personal, to be used for its general support and/or for the support of its mission in the state of ____________ and/or for a specific program ________________________________. Tax ID # 68-017512.

A Specific Bequest can be made to The Institute for Bird Populations for its ongoing conservation and environmental purposes:

Sample Language: I bequeath to The Institute for Bird Populations, a non-profit research and conservation organization, located at 11435 State Route One, Point Reyes Station, CA, 94956, the sum of $___________ to be used for its general support and/or for the support of its mission in the state of ____________ and/or for a specific program: ________________________. Tax ID # 68-017512.

A Contingent Bequest can be made to The Institute for Bird Populations, contingent on the change of status of a previously identified beneficiary:

Sample Language: If ___________(Name of normal beneficiary) is not living at the time of my demise, I bequeath to The Institute for Bird Populations, a non-profit research and conservation organization, located at 11435 State Route One, Point Reyes Station, CA, 94956, the sum of $ _______ (or all or a percentage of the residue of my estate) to be used for its general support and/or for the support of its mission in the state of: ____________, and/or for a specific program: ________________________. Tax ID# 68-017512.

Retirement Plan Beneficiary

You may name The Institute for Bird Populations as a beneficiary of your IRA or other qualified retirement plans, such as a 401(k), 403(b), IRA, Keogh or profit sharing pension plan. Donors should consult with their tax advisor regarding the tax benefits of such gifts. Naming The Institute for Bird Populations as the beneficiary of a qualified retirement plan asset will accomplish a charitable goal while realizing significant tax savings. (It can be costly to convey such assets to individual heirs because of substantial income and estate taxes due on the distribution.) By naming IBP, the donor maintains complete control over the asset while living, and at the donor's death, a portion or all of the remaining principal in the plan passes to support IBP without estate or income taxes.

Making a charitable gift from your retirement plan is easy and should not cost you any attorney fees. Simply request a change of beneficiary form from your plan administrator, complete the form, return it to your plan administrator and send a copy to The Institute for Bird Populations. We can also assist you with the proper language for your beneficiary designation to The Institute for Bird Populations.

Gift of Real Estate

Sample Language: I instruct my executor to sell the property owned by me and located at ______________________. The net proceeds from this sale should be donated to The Institute for Bird Populations Society, Inc., a non-profit research and conservation organization, located at 11435 State Route One, Point Reyes Station, CA, 94956. Tax ID # 68-017512. These donated proceeds shall be used for The Institute for Bird Populations's high-priority bird conservation needs [or specify other purpose].

If you wish to sell the property during your lifetime, placing it in a Charitable Remainder Unitrust would be a way for you to receive income with the remainder coming to The Institute for Bird Populations later.

If you have any questions, please consult your tax advisor.

Photo Credits: Top of Page, Tom Talbott
The INSTITUTE for BIRD POPULATIONS