Learn more about IRA Rollover Gifts by watching our IRA Rollover video. Click here.
Welcome to the California State Parks Foundation Planned Giving Website
Thank you for your interest in the California State Parks Foundation and making a lasting legacy for your State Parks. On this new website you can find information on important issues affecting your future giving plans. You can find information on:
And Much More! Feel free to explore this site and if you would like any more information please contact me at lee@calparks.org. Lee Scott Theisen, Ph.D. Associate Vice President of Development
Wills Guide Presentation
Learn how you can avoid an accidental disinheritance. View our Wills Guide Videos. Click here to learn more.
Personal Planner
Perils of Probate Business Owner passed away on April 5, 1976, with an estate of $2.5 billion. Many persons appeared claiming "I am Business Owner's heir" and submitted wills with themselves as beneficiaries. More ...
Benefits for Your Family and the California State Parks Foundation
There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. Just click on the picture and you can view each story.
Easy IRA Gift In order to illustrate what can happen, assume a person has a large estate and a qualified retirement plan totaling $1,000,000 at death. Unaware of the tax consequences, Mr. Donor has bequeathed this asset directly to his children. More on Easy IRA Gift >>.
Charitable Remainder Unitrust Hunter and Lisa Spencer are continuing the family tradition of helping our state parks by generously supporting the Foundation. Their love of the state parks comes naturally.Hunter's late parents, Margaret and Bill, were park enthusiasts and longtime Foundation patrons. More on Charitable Remainder Unitrust >>.
The Retirement Unitrust Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>.
Generous IRA Gift For those with charitable intent, it is often attractive to consider a bequest of either a portion or all of the funds in a qualified retirement plan to charity. More on Generous IRA Gift >>.
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
Lee Scott Theisen, Ph.D. Associate Vice President of Development
Thanks very much for visiting us! We would be very pleased to help you. Simply click here to email us at your convenience.
Michael Bankert Vice President, Finance and Administration
Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact lee@calparks.org.
If you are a professional advisor, you may take the following steps on this site.
50 Francisco Street, Suite 110 San Francisco, CA 94133 714 West Olympic Blvd., Ste. 717 Los Angeles, CA 90015 1510 J Street, Suite 120 Sacramento, CA 95814
Business Owner passed away on April 5, 1976, with an estate of $2.5 billion. Many persons appeared claiming "I am Business Owner's heir" and submitted wills with themselves as beneficiaries. 
Steps to Wise Giving
