Thank you for considering joining our Legacy Circle by naming Mesa Refuge in your will or estate plan. We want you to know that you don’t need to have a large estate to leave a legacy gift. Large or small, legacy gifts can benefit your family and the non-profit beneficiaries you name. Here’s a sample Letter of Intent (PDF) that you can use to let us know you want to join our Legacy Circle.
Read about Susan J. Tweit, one of our Legacy Circle donors.
Bequest In Will or Living Trust
Adding Mesa Refuge as a beneficiary in your will (called a “bequest”) is easy to arrange. The bequest remains in your control: you can structure the bequest to leave a specific item/amount, leave a percentage of your estate to Mesa Refuge, or even make the gift contingent on certain events. The process does not need to be complicated—at the very simplest, a signed piece of paper naming Mesa Refuge as beneficiary of a percentage of your estate.
Here is some language that you may include depending on how you want to structure the bequest. Once your Mesa Refuge designation is complete, don’t forget to notify Executive Director Kamala Tully!
A Percentage of the Estate
“I give and bequeath to Mesa Refuge, a California nonprofit organization, whose mailing address is PO Box 1389, Point Reyes Station, CA, 94956 _________% of my estate.”
A Residual Bequest
“All the residue of my estate, including real and personal property, I give and bequeath to Mesa Refuge, a California nonprofit organization, whose mailing address is PO Box 1389, Point Reyes Station, CA, 94956.”
A Contingent Bequest
“If (primary beneficiary) does not survive me, then I hereby give and bequeath to Mesa Refuge, a California nonprofit organization, whose mailing address is PO Box 1389, Point Reyes Station, CA, 94956, DESCRIPTION OF PROPERTY to be used for Mesa Refuge’s general use and purpose.”