New Year, New Legacy: A Fresh Start to Plan for the Future

As we’re still early in the year, many of us set goals, refresh our priorities, and think about the impact we want to make. At the same time, year-end tax documents begin arriving—reminding us to pause, reflect, and plan for the future.
This moment of new beginnings is also a good opportunity to consider how you can create a lasting legacy for the causes that matter most to you, including the Arboretum.

A Meaningful Way to Start the Year
Estate planning isn’t just about finances; it’s a chance to reflect on your values and shape the legacy you’ll leave behind. For many supporters, including a charitable gift in their will, trust, or beneficiary designations is a simple, thoughtful way to ensure their generosity continues far into the future. Even a small percentage of your estate can make a profound difference.

Tax Season Brings Planning into Focus
As you gather your tax documents—W-2s, 1099s, and charitable giving receipts—you’re already thinking about your financial picture. This is an ideal time to consider how charitable giving can fit into your long-term plans.
Some planned gifts may offer tax advantages for you or your loved ones, and they can help ensure that the work you care about continues to thrive for years to come.

Simple Ways to Begin
Taking the first step is easier than many people think. You might consider:
•Reviewing your will or trust to make sure it reflects your current wishes
•Naming the LA Arboretum Foundation as a beneficiary of a retirement account or life insurance policy
•Exploring giving options like charitable trusts or donor-advised funds
•Letting us know if we are already part of your estate plans—we would love to thank you!

A legacy gift is a powerful way to extend your generosity and continue the impact you make today.

Have questions or need additional information? We are happy to help!

Please contact Audrey Pettyjohn MPA, CSPG, Director of Gift Planning, at 626.566.3718 or audrey.pettyjohn@arboretum.org