Planned Giving
Leave a Legacy of Wisdom and Compassion
If you are looking to donate to a specific program, or in other ways, please see our Generosity page.
Including Sacramento Insight Meditation in your estate plans is a meaningful way to ensure that the teachings of the Dharma continue to inspire and guide future generations. With a planned gift, you extend your legacy of generosity and help sustain SIM’s mission for years to come—without impacting your current finances.
What Is Planned Giving?
Planned giving allows you to make a charitable gift through your estate. You can include SIM in your will or trust, designate SIM as a beneficiary of a retirement plan or life insurance policy, or establish a charitable trust that provides for your loved ones while supporting SIM in the future.
Ways to Make a Planned Gift
- Bequest in Your Will or Trust
Designate SIM as a beneficiary of a specific amount, percentage, or the remainder of your estate. - Retirement Plans & Life Insurance
Name SIM as a beneficiary of your IRA, 401(k), or life insurance policy—a simple way to make a lasting contribution. - Charitable Remainder Trust
Create a trust that provides income to you or loved ones during your lifetime, with the remainder going to SIM.
Benefits to You
- Tax Savings: Depending on the gift structure, you may receive estate and income tax advantages.
- Financial Flexibility: Make a meaningful impact while retaining control of your assets.
- Lasting Legacy: Leave behind a testament of your values—supporting the path of awakening for others.
Need a Will?
If you don’t yet have a will, you’re not alone—and it’s easier than you might think to get started. FreeWill.com offers a free, secure way to create a legal will in about 20 minutes. You can use it to plan for your loved ones and include a legacy gift to SIM if you choose.
SIM Beneficiary Information
Legal Name: Sacramento Insight Meditation, Inc.
Address: 3111 Wissemann Drive, Sacramento, CA 95826
Tax ID: 20-1494616