Janet and Rev. Dr. Walter Wieder

Janet and Rev. Dr. Walter WiederSonoran Circle Members and Garden Volunteer (Janet)

Janet became a volunteer in the Garden, VIG as we like to say, in 2005 as an instructor aide. From that first moment, she has served the Garden with much gusto, contributing more than 800 annual hours in recent years as a docent, guest guide, membership envoy and instructor aide.

She said, "Walt always knows where he can find me" referring to the many hours she spends here at the Garden. When asked what she loves most about the Garden, Janet expressed her fondness for the friendships she's gained over the years, the beauty and tranquility of the Garden and the opportunity to meet new visitors—from locals to international guests. She also enjoys seeing the Garden thoughtfully progress, noting the significant improvements since she first started volunteering.

Janet and Walt included a gift to the Garden in their estate plan to help the Garden continue to evolve, so that future generations can continue to enjoy and love this beautiful place. Together, Janet, Walt and other Sonoran Circle members are helping to invest in the Garden's future.

"Plant the Garden's Future" with a gift through your will or trust

Contact the Garden's Gift Planning Officer, Amber Ramirez at (480) 941-3507 or sonorancircle@dbg.org.

A charitable bequest is one or two sentences in your will or living trust that leave to Desert Botanical Garden a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I give to Desert Botanical Garden, a nonprofit corporation currently located at 1201 N. Galvin Parkway, Phoenix, AZ 85008, or its successor thereto, ______________* [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to the Garden or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to the Garden as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to the Garden as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and the Garden where you agree to make a gift to the Garden and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.

eBrochure Request Form

Please provide the following information to view the brochure.