More Ways to give

SEND A CHECK

You can make your donation by sending a check to:
Santa Monica Mountains Fund
1 Baxter Way, Suite 180
Thousand Oaks, CA 91362-3879

Make your check to the order of SAMO Fund.

Planned Giving/Pension Legacy

A gift to the SAMO Funds by will or revocable trust is deductible in full from your taxable estate. Such a gift may be for a specified amount of cash, specific property such as a vacation home or land that you own, a percentage of your estate or the residue (the property left after the payment of all other bequests, debts, and taxes). The bequest may be unrestricted or it may be limited to funding a particular project or program.

Here is an example of language that may be used to remember the Santa Monica Mountains Fund in your estate plan: “I give (cash of ) or (specific property) to the Santa Monica Mountains Fund.” Language may be added designating a particular use for the funds, or designating the funds “in memory” of a loved one.

Leave A Legacy

If you are over age 70 1/2, you can make tax-deductible donations to qualified charitable organizations like Santa Monica Mountains Fund directly from your Individual Retirement Account (IRA). This donation will count towards your Required Minimum Distribution. You can do this by contacting your IRA representative and requesting that a distribution be sent to:
Santa Monica Mountains Fund
1 Baxter Way, Suite 180
Thousand Oaks, CA 91362-3879

LIFE INSURANCE POLICY BENEFICIARY

Another simple method of giving a future gift to the SAMO Fund is to name the Santa Monica Mountains Fund as the beneficiary of a life insurance policy.

All that is required is naming the Santa Monica Mountains Fund on the beneficiary designation form. When the policy matures, the SAMO Fund will receive the proceeds and your estate will receive a “dollar for dollar” charitable estate tax deduction.

In addition, you might consider naming the SAMO Fund as the owner as well as the beneficiary, which will allow you to obtain a current income tax deduction, as well.

Donate Stocks

To make a donation of stock:
Brokerage Firm: Bernstein Global Wealth Management.
Recipient: Santa Monica Mountains Fund
Account Number: 03691524
DTC: 0013
Tax ID# 95-4187832

OTHER GIVING OPTIONS

IRAs and Other IRD Retirement Plans: Since 100% of an IRD plan can be gifted to SAMO Fund without tax, it is a prime estate planning gift, leaving other estate assets (which are not taxed for income) to loved ones.

Charitable Remainder Unitrust: Creates donor income for life or term of years. Trust assets go to SAMO Fund at termination of income interest.

Charitable Remainder Annuity Trust: A trust from which a specified sum is paid to the donor. At termination of the income interest, assets pass to the Santa Monica Mountains Fund.

Life Estate: A donor deeds personal residential property to the Santa Monica Mountains Fund, receiving an immediate income tax deduction for the present value of the remainder interest of the residence.

WHY DONATE TO OUR PARKS?

National Parks are one of America’s “Best Ideas”, but unfortunately decreases in Federal Funding have left the National Park Service chronically underfunded for the past decade or so, despite their increase in visitor numbers. Almost $12 billion are needed for infrastructure repairs, maintenance and protection of our parks and their iconic and unique vistas, outdoor spaces and natural and historic wonders. (NPCA)

While the Biden administration is investing in modernizing National Parks and responding to conservation needs and climate change programs, there is a need for further investment (NPS). Consequently, many of the large, iconic national parks across the country have entered into partnerships with Non-Profit Organizations, such as SAMO Fund to help towards their annual funding goals.