Long Haul Legacy Circle
Thank you for considering Sacred Earth Foundation in your estate planning!  This form of giving has a tremendous impact on the long-term sustainability of this land and the work that takes place here.  

Now is a particularly wonderful time to tell us of your plans ~ with a $5,000 cash match gift to SEF for each of the next THREE folks to join the Long Haul Legacy Circle! (As of February 2024.)

This questionnaire is a simple way to alert us of your plans, share some options, or just initiate a conversation.

(We absolutely can't give you legal or tax advice, though, and encourage you to speak with your legal and tax advisors.)

Every question is optional ~ just tell us what you're ready to share, and we'll take it from there.

If you'd prefer to talk in real time, we'd love that too!  Reach out to Shonie anytime, 509-250-1034 cell, shonie@ekone.org
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First & Last Name(s) *
Email address *
Phone number *
BEQUESTS
One of the simplest ways of including an organization in your estate planning, bequests are made through your will.  They can be of a specific dollar amount (easiest for us to receive), a percentage of your estate, or a specific asset (let's be sure it meets our gift acceptance policy).  You'll need to work with your financial/estate planning advisor (CPA, estate attorney, etc) to create or update your will.
Making a Bequest
Any details about your bequest that you'd like to share with us?
BENEFICIARY DESIGNATIONS
There can be real advantages to making SEF a beneficiary of your retirement fund ~ it may reduce your taxes, and it's a particularly easy way to make a planned gift.  It shouldn't require a lawyer, just a simple form provided to your fund holder.  You can designate a specific amount or a percentage of the fund's value to the organization.

Life insurance beneficiary designations can also be very simple and easy.

Of course, we always advise you to talk with your financial & estate advisors!
Retirement Fund Beneficiary
Any details about your beneficiary designation that you'd like to share with us?
SECURITIES, STOCKS, & QUALIFIED CHARITABLE DISTRIBUTIONS
Donating appreciated marketable securities and privately held stocks can have tremendous benefits, avoiding significant capital gains and estate taxes.  These donations can be made now or specified in your will.

Qualified Charitable Distributions (QCD) are tax-free distributions from your IRA.

As always ~ talk with your advisors about your particular situation!
Donating Securities and Stocks, and QCDs
(Optional!) Any details about this donation that you'd like to share with us?
CORNERSTONE CHALLENGE MATCH
A cash match is a powerful incentive, and we are deeply grateful to Andy Cranfill, Dale Plank, and Therese Charvet & Tere Carranza for their generous commitments to make a $5,000 cash gift for each of the first thirty members of the Legacy Circle. What a way to launch this initiative and ensure a long future for Ekone's work!!

Would you consider becoming our next Cornerstone, with a cash match of $1,000-$5,000 for the next 10+ planned gifts?
Cornerstone Challenge Match
Approximate Value
We know that planned gifts may be hard to put a specific number to, and values may fluctuate over time.  And you are certainly not required to disclose a value.  Nor are we requiring a particular gift "level" to unlock the $5,000 cash match gift; we trust in the spirit of generosity and value EVERY gift, no matter how large or small.  

However, it IS super helpful for us to have a sense of future support, to help us plan.  For instance, knowing in advance about a significant planned gift may give us the confidence to take out a private loan to purchase a critical property, or commit to a key new staff position, or  create a vital new program.  

Anything you can tell us about the value of your gift would be greatly appreciated.  
Estimated Value of my planned gift:
RECOGNITION
We appreciate your support SO MUCH, and we would like to celebrate it!  And we'd also like to respect your wishes and preferences.

We're planning a Legacy Giving Garden on the west side of the Cabin in the Ekone valley, facing the gorgeous sunset over the horse pasture, surrounded by the summer camp play field, visited often by White Eagle families.  

The Garden will include a simply-carved stone with the name(s) of each donor and a tall engraved Cornerstone for each donor who provides a $10,000+ cash match to inspire Legacy Gifts.  We'll landscape and tend the Garden with seasonal flowers, as an enduring symbol of the commitment and legacy of this visionary circle of supporters. 
By what name(s) would you like to be recognized?  You can also let us know here if you'd prefer to remain anonymous, or make your gift in honor or memory of another. (Stones have a 40-character-limit, including spaces.)
What other forms of recognition or appreciation might be meaningful for you?
GIFT DESIGNATIONS
Our preference is always for gifts designated as unrestricted ~ this gives us the most flexibility to meet emerging needs.

Planned gifts will be instrumental in our ability to do Big Things in the future, like acquire key properties in the watershed, engage in equity and reparations initiatives, invest in innovative stewardship projects in a changing climate, add vital new staff positions, and improve Ekone's facilities, like adding a hay barn at Heavenly Heights, a covered horse training arena, or a gazebo shelter for White Eagle visitors and burial attendees.  We have so many ideas and plans!

We also understand that some donors are passionate about supporting a particular aspect of our work; we welcome gifts designated for the Conservation Fund or Scholarship Fund.  Other gift restrictions must be discussed and meet our Gift Acceptance Policy.
Gift Designation
Clear selection
THANK YOU!
We'll be in touch soon to follow up on the information you've provided and see how we can support your legacy planning!  And you're always welcome to call Shonie, 509-250-1034.

We're grateful to be in the conversation, many thanks to you for initiating it.  

For the long haul,
From all of us at Ekone Ranch
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