With your planned gift, you will become part of Copper Beech Institute’s Legacy Society, a circle of individuals we honor as our most trusted partners for their extraordinary commitment.

As a member of our Legacy Society, you will receive:

·         Special updates on our programs

·         An invitation to our Annual Harvest Celebration and other special events

·         Recognition in our Annual Report as a member of the Legacy Society

·         Recognition on our website and communications

“Copper Beech has played a vital role in bringing mindfulness practice to the lives of so many. I strongly resonate with the core value that mindfulness must stem from a strong basis in social justice. The work and thoughtful practices being brought forth by Copper Beech will sustain generations to come. With that in mind, it brought me joy to make a bequest to Copper Beech in my will. This fulfills a deep desire on my part to help ensure that Copper Beech will have the financial fortitude to continue to provide the local and global community with so many avenues to access a mindfulness practice in a safe, thoughtful, and enriching environment for many years to come. ”
— Alexandria Jacobson

How it Works

Step 1. You designate a particular asset or a percentage of your estate to Copper Beech Institute by including a bequest provision in your will or revocable trust. With the assistance of your attorney, you can do this while creating your will or trust, or you can amend an existing one with a simple document. You can give:

·         a stated dollar amount

·         a percentage of your residual estate (that is, what remains after gifts to loved ones and expenses have been paid)

Step 2. You inform us of your decision, which helps with planning and ensures your wishes are fulfilled.

Step 3. Copper Beech Institute receives the gift after your lifetime and applies it to support our mission. Your contribution is fully deductible for federal estate tax purposes, and there is no limit on the deduction your estate can claim. In addition, the gift is usually exempt from state inheritance taxes.

How You Benefit

You decide how much to give—no gift is too small.

Your gift costs you nothing now.

You retain control of your assets during your lifetime and, if your circumstances change, you can modify the gift.

You may choose to keep your gift anonymous.

You can leave a gift in honor or memory of someone who influenced your life.

You will be remembered as someone who supported thousands of people, including students, veterans, teachers, nonprofit professionals, incarcerated men, and countless others, in becoming more resilient, loving, and compassionate.

Bequest Language

The following includes examples of suggested bequest wording. Each situation is unique and, therefore, these examples cover only some of the possible gift opportunities.

Legal Name: Copper Beech Institute

Address: 303 Tunxis Road West Hartford, Connecticut 06107

Tax-Exempt Status: Copper Beech Institute is a 501 (c) (3) non-profit organization.  Our Tax Identification Number is 46-2785140

Beneficiary designation of life insurance policy, retirement plans or financial account
Provide your insurance company, administrator of your retirement plan, or your financial institution with the required form and the following language: "I hereby designate Copper Beech Institute, West Hartford, Connecticut a not-for-profit corporation, irrevocable beneficiary of Policy No. ______ / Plan No. ______ / Account No. _____."

Percentage of an estate for unrestricted purposes
“I give, devise, and bequeath to Copper Beech Institute, a not-for-profit organization (Tax ID #46-2785140) located in West Hartford, Connecticut, _____ percent (%) of the rest, residue, and remainder of my estate as an unrestricted gift to be used at the discretion of the Board of Directors of Copper Beech Institute for its general purposes.”

Share Your Plans

Have you already made a gift through your will, retirement plan, or insurance policy for the future of Copper Beech Institute? If so, please let us know your plans so we can thank you and welcome you to our Legacy Society. You can share your plans with us by completing this bequest intention form. You can also email our Executive Director, Dr. Brandon Nappi, with any questions at brandon@copperbeechinstitute.org.