Make a Planned Gift

Make a Planned Gift

By including Adidam as beneficiary in your will, trust, or other planned-giving instrument, you help to ensure that the Agency and Instrumentality established by Adi Da Samraj exist in perpetuity. This page guides you through a three-step process to complete a planned gift in support of the Eternal Work of Avatar Adi Da Samraj.

Step I

Decide Your Planned Giving Approach
Lion's Lap Sunset ©2015 ASA

First, decide how and when you would like to make a planned gift.

A variety of instruments can be used for planned giving: wills, living trusts, charitable trusts, life insurance policies, pay-on-death accounts, retirement plans, and so on. In each case, you can designate one or more organizational entities as beneficiaries of your charitable gifts. Visit the Planned Giving in the U.S. page for more details on planned giving instruments in the United States. Contact the Samrajya Patronage Office for further information about planned giving options in other countries.

Make an inventory of the assets that will comprise your estate. A variety of assets can be donated as planned gifts to support the Work of Avatar Adi Da Samraj, such as cash and liquid securities. Other assets—such as real property, art, or collectibles, as well as intangible assets such as copyrights, patents, or royalties—constitute special types of gifts. Please study the Gift Acceptance Guidelines and contact the Samrajya Patronage Office if you have a special type of gift.

Please consult with your financial and legal specialists to understand your planned giving options and to determine the best approach for your situation.

Step II

Decide the Recipients of Your Planned Gifts

Second, decide which aspect(s) of the legacy of Avatar Adi Da Samraj you would like to contribute to. You can make a bequest of any amount to one or more of the Adidam organizational entities, and designate more than one entity as beneficiary. Step III provides the formal names, addresses, and tax identification numbers for all the Adidam organizational entities.

Gifts that can be allocated to purposes whose needs are greatest are especially appreciated. The Adidam Ruchiradam Fund and Adidam Ruchiradam Endowment* are "umbrella" funds whose primary purpose is to support the Agency and Instrumentality established by Avatar Adi Da. These funds are managed and disbursed in accordance with the principles and priorities established by Avatar Adi Da.
 *The endowment assets are kept invested while the investment income is available for use. This allows for the donation to have an impact over a longer period than if it were used all at once.

The table below provides a list of planned-giving opportunities.  Click this link to download.

Purpose Benefiting Entity How Your Gift Will Be Applied
Adidam Ruchiradam Fund   Allocated by the Samrajya Patronage Allocations Board based on current priority
Adidam Ruchiradam Fund All Adidam Entities A general-purpose fund to support any core aspect of the Spiritual Legacy and World-Work of Adi Da Samraj. Read more...
Adidam Ruchiradam Endowment   Allocated by the Samrajya Patronage Allocations Board based on future priority
Adidam Ruchiradam Endowment
 
All Adidam Entities An endowment to support in perpetuity all core aspects of the Spiritual Legacy and World-Work of Adi Da Samraj. Read more...
Adidam Entities   Allocated by each entity’s Board of Directors based on current priority
Any area within the Entity Adidam Holy Samrajya Any area of the Adidam Holy Samrajya, such as care, self-sufficiency, development and glorification of Adi Da Samrajashram Hermitage-Ashram, care and support of the services of the Ruchira Sannyasin Order, support of Samrajya servers on Naitauba, protection of intellectual property rights (e.g. Adi Da's Word, Image-Art, and Recordings), as well as other purposes within the Adidam Holy Samrajya.
Any area within the Entity Adidam Holy Domains Any area of the Adidam Holy Domains, such as care and development of the hermitages and sanctuaries in the US, the perpetual preservation of the Adidam Sacred Archives, Art Collections, and Library, and the care and development of Da Fear-No-More Zoo and the Sacred Camel herd.
Any area within the Entity Adi Da Foundation Any area of the Adi Da Foundation to further the World-Work of Adi Da Samraj, including high-level advocacy and activities related to the Adi Da Institute, Da Peace, Da Plastique, and Da Orpheum.
Any area within the Entity Adidam Holy Institution Any area of the Adidam Holy Institution, such as the Dawn Horse Press, the Adidam Mission, Adidam Cultural Services, Adidam Academy, and Laughing Man Institute.
Any area within the Entity "Bright"-House Adidam Any area of the "Bright"-House Adidam. The “Bright”-House Adidam serves the lay cooperative sacred culture of Adidam Ruchiradam.
Adidam Specific Purposes   Allocated by donor
Other - Please specify Please specify Please specify how your gift should be applied. For example: Adi Da Samrajashram (Adidam Holy Samrajya), Sacred Archives (Adidam Holy Domains), Sanctuary Development (Adidam Holy Domains), Dawn Horse Press Publications (Holy Institution), Da Orpheum (Adi Da Foundation), etc.

 

Step III

Prepare Your Planned Giving Documents

Third, prepare your planned-giving documents.

The table below provides essential information to include in your planned giving documents for the various Adidam organizational entities. Click this link to download. We recommend registering copies of your planned-giving documents and contact information with the Adidam Samrajya Patronage Office.

Suggested language to include in your planned-giving documents for a specific gift (bequest) of money:

"I hereby give a bequest of $________ to...[see table below]"

Suggested language for a gift of the residue (i.e., remainder) of the donor’s estate:

"I hereby give the rest, residue, and remainder of my estate to...[see table below]"

Purpose Benefiting Entity Suggested Language to Include In Your Planned Giving Docs Address
Adidam Ruchiradam Fund      
Adidam Ruchiradam Fund All Adidam Entities “...to the Adi Da Foundation (EIN: 37-1745465) to be added to (and used for the purposes of) the Adidam Ruchiradam Fund.” The Adi Da Foundation
3301 West Fullerton Ave.
Chicago, IL, USA 60647
Adidam Ruchiradam Endowment      
Adidam Ruchiradam Endowment All Adidam Entities “...to the Adi Da Foundation (EIN: 37-1745465) to be added to (and used for the purposes of) the Adidam Ruchiradam Endowment." The Adi Da Foundation
3301 West Fullerton Ave.
Chicago, IL, USA 60647
Adidam Entities      
Any area within the Entity Adidam Holy Samrajya “...to the Avataric Samrajya of Adidam Pty Ltd (Australian Company Number: 007 387 528) in its capacity as trustee of The Avataric Samrajya of Adidam trust (Australian Business Number: 20 193 597 982) to be used for its general charitable purposes.” The Avataric Samrajya of Adidam Pty. Ltd., Trustee
C/O Lipins Partners Pty Ltd.
Chartered Accountants
Level 1, 55 Whitehorse Road
Balwyn, VIC, 3103, Australia
Any area within the Entity Adidam Holy Domains “...to the Divine Avataric Holy Domains of Adidam Ruchiradam (EIN: 95-2819458) to be used for its general charitable purposes.” Adidam Holy Domains, Attn: Fiscal Office
12040 North Seigler Springs Road
Middletown, CA, USA 95461
Any area within the Entity Adi Da Foundation “...to the Adi Da Foundation (EIN: 37-1745465), to be used for its general charitable purposes.” The Adi Da Foundation
3301 West Fullerton Ave.
Chicago, IL, USA 60647
Any area within the Entity Adidam Holy Institution “...to the Divine Avataric Holy Institution of Global Adidam Ruchiradam (EIN: 20-0330468), to be used for its general charitable purposes." The Adidam Holy Institution
P.O. Box 70
Lower Lake, CA, USA 95457
Any area within the Entity "Bright"-House Adidam “...to the Avataric Cooperative Forum of Transnational Adidam (EIN: 20-4144550), to be used for its general charitable purposes." The Avataric Cooperative Forum of Adidam
P.O. Box 196, 16595 Hwy 175
Cobb, CA 95426
Adidam Specific Purposes      
Other - Please specify Please specify “...to the _________ [name of the entity], to be used for its __________ [name of the designated purpose], or if such need should not exist at the time of any distribution, then for those charitable purposes determined by the then Board of __________ [name of the entity]." See above or contact the Samrajya Patronage Office

The beneficiary organizations above do not provide tax, legal or financial advice. Before finalizing your planned gifts and beneficiaries in your planned giving documents, please consult with your legal and financial specialists, as some gifts may have unforeseen tax and estate settlement consequences.

 

The Adidam organizational entities respect donor restrictions on gift allocations. For more information about planned gifting opportunities, or to discuss your planned gifting with a representative, please contact the Samrajya Patronage Office.

NOTE: Please consult with your legal and financial specialists regarding your gift planning, as some gifts may have unforeseen tax and estate settlement consequences. No beneficiary entity named in this website can be held liable or take responsibility for unforeseen negative tax or estate settlement consequences.