- Tax Advantages: Bequests are fully deductible from your taxable estate, potentially lowering federal estate taxes.
• Flexibility: Designate your gift for general use or specific purposes, like supporting a particular newspaper (e.g., Ojai Valley News | Ventura County Sun) or reporting category (e.g., investigative journalism or environmental coverage). 
• Lasting Impact: Help sustain independent newspapers amid industry challenges.
• Recognition: Legacy donors may be honored in the publication/s receiving funding or through named funds (with your permission).
• Ease: No immediate out-of-pocket cost; your gift takes effect after your lifetime.
How to Make a Planned Gift:
1. Consult Professionals: Work with your estate planning attorney, financial advisor, or tax professional to update your will, trust, or beneficiary designations.
2. Key Information for Your Documents:
• Legal Name: Ojai Valley News Foundation
• Tax ID (EIN): 99-0612586
• Address: 206 N. Signal Street, Ste. G, Ojai, CA 93023
• Status: A California-based 501(c)(3) nonprofit organization
3. Types of Planned Gifts:
• Bequest in a Will or Trust: A simple addition to your existing documents.
• Beneficiary Designation: Name us as a beneficiary on retirement accounts (e.g., IRA, 401(k)), life insurance, or bank accounts.
• Charitable Remainder Trust: Provides income to you or loved ones during your lifetime, with the remainder to the foundation.
• Gifts of Assets: Stocks, real estate, or other property – contact us to discuss tax benefits and appraisals. 
Sample Bequest Language: Use this customizable wording in your will or trust (always review with your attorney for state-specific compliance, e.g., California probate laws):
• Specific Amount: “I give and bequeath to the Ojai Valley News Foundation, a nonprofit corporation (Tax ID: 99-0612586), located at 206 N. Signal Street, Ste. G, Ojai, CA 93023, the sum of $ [amount] to be used for its general charitable purposes.”
• Percentage of Estate: “I give and bequeath to the Ojai Valley News Foundation, a nonprofit corporation (Tax ID: 99-0612586), located at 206 N. Signal Street, Ste. G, Ojai, CA 93023, [percentage]% of my residuary estate to be used for its general charitable purposes [or specify: ‘to support local investigative reporting in Ventura County’].”
• Residuary Bequest: “I give and bequeath the residue of my estate, after payment of all debts, taxes, expenses, and specific bequests, to the Ojai Valley News Foundation, a nonprofit corporation (Tax ID: 99-0612586), located at 206 N. Signal Street, Ste. G, Ojai, CA 93023, to be used for its general charitable purposes.”
• Contingent Bequest: “If [name of primary beneficiary] does not survive me, I give and bequeath [amount/percentage/residue] to the Ojai Valley News Foundation, a nonprofit corporation (Tax ID: 99-0612586), located at 206 N. Signal Street, Ste. G, Ojai, CA 93023.”
For restricted gifts (e.g., earmarked for a specific newspaper like the Santa Paula Times), add: “to support [specific purpose or newspaper].”
Next Steps:
• Notify Us: Letting us know about your planned gift helps with our long-term planning and allows us to thank you. It’s confidential and non-binding.
• Contact: Reach out to discuss your legacy.
Executive Director: Laura Rearwin Ward
Email: foundation@ojaivalleynews.com
Phone: 805-646-1476
Address: 206 N. Signal Street, Ste. G, Ojai, CA 93023