Planned Giving
Spirit Rock has established a Legacy Circle to acknowledge our donors who have included Spirit Rock in their estate planning. This type of gift is a wonderful way to provide support to Spirit Rock for generations to come. We recognize these generous and thoughtful supporters during their lifetimes in many ways.
Symbols of membership include:
- a listing as a Legacy Circle member in our Annual Report
- an interview in a newsletter (if desired)
- invitations to special events
We would like to publish your name as it encourages others to provide similar support, or you may remain anonymous. If you have named Spirit Rock Mediation Center in your estate planning, please contact Rachel Uris, Director of Development (Interim) at (415) 488-0164 ext. 286, or email PlannedGiving@spiritrock.org.
Bequests It’s surprisingly easy to make a lasting gift to Spirit Rock Meditation Center.
Just include Spirit Rock as a beneficiary
- in your will or living trust
- in your retirement plan or bank account
- in your life insurance policy.
We have a form with sample bequest language which you can download as a PDF, or you may contact your attorney. We can also provide you with a copy of our IRS 501(c)(3) letter.
Free Consultation with Planned Giving Professionals We can send you a list of planned giving professionals, some of whom are sangha members. Each of them is willing to donate time for an initial meeting to discuss your estate planning needs, provide advice and determine if they are a good match for your situation. To receive the list, please contact us.
Once Spirit Rock knows of your intentions, you will become a member of our Legacy Circle and, if willing, be recognized during your lifetime. We are most grateful for these lasting gifts.
Rachel Uris
Director of Development
(Interim)
(415) 488-0164 ext. 286
rachelu@spiritrock.org
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