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Legacy & Planned Giving

How can you spark enduring social change?
What if you could leave a legacy of ongoing betterment and prosperity for the community you love? Through Sahaba Initiative’s planned and legacy giving programs, your contributions can create a wave of transformation that outlives your time, leaving a profound, lasting impact on the Inland Empire.

Why is this opportunity unparalleled?

Sahaba Initiative’s planned and legacy giving programs are for visionaries who strategically shape the future. These programs welcome benefactors from diverse backgrounds and capacities, each bringing unique gifts to our cause. No matter the size or nature of your contribution, there are advantages for both you and our community. You potentially gain tax benefits, and we receive the sustainable support necessary to address our community’s vital needs.

Why should you be involved?

Are you…

  • Moved by the desire to lay the foundations for lasting social transformation?
  • A community pillar, in tune with the unique needs of the Inland Empire?
  • Ready to shatter misconceptions about American Muslims through positive action?
  • A believer in sustainable, holistic solutions over temporary fixes?
  • Eager to make an impact at every level, from individual lives to societal structures?
  • If so, Sahaba Initiative’s planned and legacy giving programs are tailor-made for you. Your contribution today can light the way towards a brighter future.
  • Create your legacy with us and help shape a prosperous, resilient community for generations to come.

Why participate in legacy & planned giving at Sahaba Initiative?

The Prophet Muhammad (peace be upon him) said:

“When a person dies, his/her acts come to an end, but three: sadaqah jariyah (recurring or ongoing charity), useful/beneficial knowledge, or a pious child who prays for the deceased.”

Sahaba Initiative Giving program provides community members with an opportunity to give Sadaqa Jariya to plan for an everlasting legacy by including Sahaba Initiative in their will. 

Planned Gifts to the Sahaba Initiative are considered major gifts made in lifetime or at death as part of a doner’s overall financial and/or estate planning. These forms of gifts can include equity, life insurance, real estate, personal property, or cash. 

The rewards for these gifts continue even beyond the giver’s lifespan on Earth. Up to 30% of your estate can be donated to charity according to Islamic guidelines.

Types of Legacy & Planned Giving

Beneficiary Designations

Shape the future of the Inland Empire by designating Sahaba Initiative as a beneficiary in your will, retirement plan, or life insurance policy. This strategic move ensures your legacy lives on through our community-centered initiatives.

Tax-Free Gift with an IRA

Tax-Free Gift with an IRA: If you're 70½ or older, consider a tax-free gift from your IRA to Sahaba Initiative. It's a savvy way to contribute to our cause, lower your taxable income, and leave a meaningful legacy.

Stock

Donating appreciated securities, including stock, is a cost-effective way to fund our initiatives. You receive tax benefits, avoid capital gains tax, and have the satisfaction of significantly impacting our community.

Will or Living Trust

Include Sahaba Initiative in your will or living trust. It's a straightforward act of generosity that fuels our long-term goals and secures your legacy of social change.

Gift of Life Insurance

By naming Sahaba Initiative as a beneficiary of your life insurance policy, you're creating a sizable future gift at a minimal cost now, thereby leaving a lasting impact on our community.

Charitable Gift Annuity

Establish a charitable gift annuity with Sahaba Initiative. It's a gift that gives back, providing you with fixed income for life and ensuring our mission thrives for years to come.

How it Works

  • Include a gift to Sahaba Initiative in your will or trust. (See sample language below)
  • Make your bequest unrestricted or direct it to a specific purpose.
  • Indicate a specific amount or a percentage of the balance remaining in your estate or trust.

Benefits

  • Control: Your assets remain in your control during your lifetime.
  • Change: You can modify your gift to address changing circumstances.
  • Direction: You can direct your gift to a particular purpose (check with Sahaba Initiative to confirm your gift can be used as intended).
  • Tax: Under current tax law, there is no upper limit on the estate tax deduction for your charitable bequests

Sample Gift Language for Your Will or Trust

Planned Giving to Sahaba Initiative in your will or revocable trust asserts your confidence that we will continue to serve our mission of enriching the minds and spirits of future generations. A bequest is easy to arrange will not alter your current lifestyle in any way, and can be easily modified to address your changing needs.

Customized Language

If you or your attorney would like Sahaba Initiative to provide you with customized beneficiary language that is specific to your goal and interest, please contact us.

Please see our sample language below:
Residual Gift Language

A residual bequest comes to us after your estate expenses and specific bequests are paid: I give, bequeath and devise all (or __ percent) of the rest, residue and remainder of my estate to The Sahaba Initiative , a corporation of the State of Illinois, located in Willowbrook, Illinois for the general and educational purposes of said Corporation.

Specific Gift Language

Name Sahaba Initiative as a beneficiary of a specific amount from your estate: I give, bequeath, and devise to  Sahaba Initiative, a corporation of the State of California, located in San Bernardino, California the sum of $_______ , (or _ percent of the rest, residue and remainder of my estate) to be used to support __________ (name of program or academic area.) In the event the need to support _ no longer exists, The Sahaba Initiative shall be and hereby are authorized to use this bequest for a purpose in keeping with the spirit of this gift in the best interest of said Corporation.

Get in touch

Please reach out to us if you would like more assistance with legacy & planned giving. 

If you have already included Sahaba Initiative in your will or estate plan, let us know! We’d love to officially welcome you.