Sonoran Circle

The fiscal stability of the Desert Botanical Garden is dependent in large measure on the friends, volunteers and members who designate the Garden as a beneficiary of their estate plans. Legacy gifts support operations and provide for special projects. They also build the Garden's endowment, a perpetual fund from which earned income annually provides essential financial support for our exhibits, programs and services. We recognize the commitment of these visionary donors through membership in the Sonoran Circle.

This circle of on-going support has been created to honor legacy donors for their commitment to the Desert Botanical Garden's mission: to the advance excellence in education, research, exhibition, and conservation of desert plants of the world.

Through a charitable provision in a will, trust or gift annuity contract, or by designation of a future gift of insurance or retirement assets, each Sonoran Circle Member ensures the continued vitality and growth of Garden from one generation to the next. These supporters make an extraordinary, living gift to loved ones, future visitors and to our community.

We salute our Sonoran Circle benefactors!

Your Lifetime Benefits
As our thank-you to members of the Sonoran Circle, The Desert Botanical Garden extends lifetime benefits that include:

  • Invitation to an annual social event created especially to honor Sonoran Circle members
  • Invitations to private receptions, special Garden events, and educational opportunities throughout the year
  • Recognition, with your permission, of your name as a member of the Sonoran Circle on the Desert Botanical Garden entryway Swanson Donor Wall and in The Sonoran Quarterly "In Appreciation," the Garden's quarterly magazine

To Become a Member
If you have already provided for the Desert Botanical Garden in your will or trust, you are already a member of the Sonoran Circle! We hope you will inform us of your gift so that we may celebrate it during your lifetime. Should you wish to remain anonymous, we will respect those wishes. Any details of your gift are held in strictest confidence.

Please let us know your plans. We want to thank you and express to you the importance of your gift to the future of the Garden.

If you've just begun the process of planning your estate, we would be pleased to provide assistance. Members of our Planned Giving Committee are available to talk with you and your professional advisors. Free, non-obligation estate planning materials are available here on our website or by contacting the Desert Botanical Garden Gift Planning Officer at (480) 941-3507.

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.