Projects Ways to Support FPMT International Office

FPMT Planned Giving Options

Preserving the Dharma for Future Generations

Lama Yeshe and Lama Zopa Rinpoche’s vision for FPMT reaches far into the future. A planned gift, made through your will, trust, or financial plans, is one of the most lasting ways to help that vision unfold. It can help sustain the Dharma, preserve the Mahayana lineage, and support FPMT’s charitable activities long into the future.

Whether you already have an estate plan or are just beginning to think about one, we hope you’ll consider including FPMT in your legacy.

Lama Zopa Rinpoche teaching at Chandrakirti Meditation Centre in New Zealand

Lama Zopa Rinpoche teaching at Chandrakirti Meditation Centre, New Zealand, May 2015.

Ways to Make a Planned Gift

You can support FPMT through a variety of planned gifts, including:

A Gift in Your Will or Living Trust

Include FPMT in your will or living trust through a bequest of money, property, or other assets.

Retirement and Bank Accounts

Name FPMT as a beneficiary of an eligible retirement account or bank account.

Life Insurance

Name FPMT as a beneficiary of a life insurance policy.

Gifts of Appreciated Securities

Donate stocks or other investments that have grown in value. Depending on your circumstances, this may offer tax advantages.

FPMT can also accept gifts of real estate and other assets. Please contact FPMT Donor Services to discuss these options.

How to Get Started

  1. Talk with your advisor. Your estate planning or financial advisor can help you choose the approach that best suits your circumstances.
  2. Use our sample wording. Share our sample bequest language with your advisor or attorney.
  3. For your advisor: FPMT’s legal name is: Foundation for the Preservation of the Mahayana Tradition, Inc.
    Address: FPMT Inc., 1632 SE 11th Ave. Portland, OR 97214-4702, United States.
    U.S. Tax ID: 77-0221830

Supporting the FPMT Endowments

You can also direct a planned gift to one of the FPMT Endowments, where it is invested so that the income it earns supports FPMT year after year.

Questions About Planned Giving?

What is planned giving?

Planned giving means arranging a charitable gift as part of your financial or estate plans, such as through your will, a trust, or a beneficiary designation.

How can I include FPMT in my estate plans?

You can include FPMT in your will or living trust, name FPMT as a beneficiary of an eligible retirement or bank account, or name FPMT as a beneficiary of a life insurance policy. Your estate planning advisor can help you decide which option suits you best.

Do I need to tell FPMT about my gift?

We would be grateful to know. It allows us to thank you and to make sure your gift is used as you intend.

Are planned gifts tax-deductible?

Tax treatment depends on the type of gift, your circumstances, and applicable laws. FPMT is a U.S. 501(c)(3) tax-exempt organization. Please consult a qualified tax advisor to understand any potential tax benefits.

Who can I contact for help with planned giving?

FPMT Donor Services can provide information about planned giving options and documentation to help you and your advisor arrange your gift.

Rejoicing in Our Collective Generosity

Everything FPMT does rests on the kindness of our teachers, the dedication of our students and friends, and the generosity of donors around the world. We rejoice in every gift that helps the Dharma continue, and in all who choose to make FPMT part of their legacy.

Thank you for being part of this compassionate work.

Lama Zopa Rinpoche in the flowers, Aptos, California USA. April 2010