Planned Giving

Planned giving to support the Garden can take many forms. In all cases, the Garden and its work and programs are supported by the gift, and in many cases there are current and/or future tax benefits to the donor.

Charitable remainder trust — A charitable remainder trust pays income to you for life, and leaves the trust principal to the organization you wish to support thereafter. You get an immediate income tax charitable deduction.  At the end of the trust term the trust terminates and the assets pass to the charitable organization.

Charitable lead trust
— This sort of trust keeps your property in your family, provides income for charities you wish to support, and may result in reduced estate taxes. A charitable lead trust is established when cash or securities or another asset are transferred to a trust which pays income to the garden, and other charities.  At the end of the trust term, the assets pass to the donor or family members.

Gift of life insurance
— Name the Garden as beneficiary of all or a percentage of a fully paid life insurance policy you may no longer need and you may receive a charitable estate tax deduction for the portion you designate for charity.

Gift of securities — Contribute long-term appreciated stocks, bonds or other securities to support the Garden, and in so doing avoid capital gains tax, and receive an immediate tax deduction.

Gift of real estate — Donate appreciated real property to the Garden, generate an immediate tax deduction, and reduce or eliminate capital gains tax. Real property gifts may include land, income property or a residence. In the latter case, the donor may choose to remain in the home for their life after the home is deeded to the Garden and still be eligible to receive immediate tax savings.

Through the Garden's partnership with the Sonoma Valley Fund and Community Foundation Sonoma County, several local professional advisors (estate planning attorneys and CPA's) have agreed to provide an initial one-hour free consultation with donors who wish to make a planned gift to the Garden.

To explore these possibilities, contact the garden staff at 707-996-3166 or info@sonomabg.org