Planned Giving
What is planned giving?
This is the best way to combine your personal financial objectives with your charitable goals. These gifts are made over time, and have several tax benefits that ensure a legacy of social change. A planned gift to NYSOEA helps to ensure the future of the services and programs we provide in your community, and can further your financial planning goals.
Planned gifts include contributions you can make through your will, charitable trust, insurance policy, or retirement plan.
How do I include NYSOEA in my will?
Many of our supporters make charitable gifts by naming New York State Outdoor Education Association as a beneficiary in their wills. The federal government encourages these gifts or bequests by allowing an unlimited estate tax charitable deduction.
There are three ways to make a bequest:
Specific Bequest
You designate a specific dollar amount, specific percentage, or specific property to NYSOEA.
Residual Bequest
Your estate will pay all debts, taxes, expenses, and specific bequests. The remaining amount—the residue—will be transferred to NYSOEA.
Contingent Bequest
You can ask that NYSOEA receive all or a portion of your estate only under certain circumstances. For example, you can designate New York State Outdoor Education Association as a beneficiary of your estate only if there are no surviving close family members. Childless couples sometimes provide for the entire estate to go to the surviving spouse, or if the spouse does not survive, to NYSOEA.
Other ways to give:
Through a Retirement Plan—by naming NYSOEA as beneficiary of all, or a portion of, your retirement account assets such as your IRA, 401(k), 403(b), Keogh, or other qualified plan.
Through an Insurance Policy or Annuity—by naming NYSOEA as first, second, or as contingent beneficiary of a life insurance policy or annuity.
Once you decide you would like to support NYSOEA’s work, simply provide your attorney with our legal designation language:
NY State Outdoor Education Association, Inc.
Department of Recreation and Leisure Studies
PO Box 2000, Cortland NY 13045, USA
Phone: +1.607.591.6422
NYSOEA is a tax-exempt organization under section 501(c)(3) of the Internal Revenue Code.
The following language will also be helpful to your lawyer:
I give, devise, and bequeath to the New York State Outdoor Education Association, the sum of _____ (or otherwise describe the gift or specify a percentage of the estate).
Have you already left a legacy to NYSOEA?
Many people have already completed their estate plans and have remembered NYSOEA.
If you have named us as a beneficiary of your will, living trust, life insurance, retirement plan or other estate plan, we hope that you will let us know. By doing this, you will help NYSOEA plan for the future and help ensure that your wishes are carried out after your lifetime.
We appreciate your support for NYSOEA and for helping to develop the profession of Outdoor Education around the New York State.
If you have remembered NYSOEA in your estate plans or would like more information about how to leave a legacy to NYSOEA, please contact:
NY State Outdoor Education Association, Inc.
Department of Recreation and Leisure Studies
PO Box 2000, Cortland NY 13045, USA
Email: nysoea@gmail.com Phone: +1.607.591.6422
