Skip to Content

Ensuring Future Generations Will Be Able to Enjoy the Chinese Garden as We Have


Bill and Jodi Clark pause to take in the beauty of the Chinese Garden.

By Bill Clark

Jodi and I first visited The Huntington shortly after we were married more than 40 years ago. Living in Bakersfield, we were unable to visit as frequently as we would have liked; but over the years we have watched The Huntington grow and add new facilities and gardens. Each change and improvement enriched our experience when we visited.

After we retired, we began making more frequent trips to the Pasadena area for weekend getaways, which always included a visit to The Huntington.

After retirement, my woodworking hobby led me to start making artistic vessels and containers that were started on a wood lathe and then surface-enhanced though various techniques.

As my art progressed, I found that my work was increasingly influenced by Asian forms and shapes. At about the same time, The Huntington was beginning work on the new Chinese Garden.

With my sense of Asian design heightened, my introduction to the newly opened Chinese Garden was overwhelming. The authentic design and craftsmanship were outstanding. The joinery in the woodwork, the sculpture on the bridges, and the carvings on the wood panels were genuine works of Chinese art.

Since then, Jodi and I find ourselves coming back to the Chinese Garden time and again. Sometimes we will admire the structures and gardens, and other times we will simply sit on a bench and relax in the beautiful and serene atmosphere.

When the time came for us to reassess our estate plans, we immediately thought of the Chinese Garden that we continue to enjoy so much. To help ensure the Garden plans will be completed and then properly maintained, our directive to The Huntington specifically allows our estate funds to be used for either purpose.

Building a beautiful facility is simply not enough. It must be properly maintained to ensure it will live on into the future for new visitors to enjoy as it was originally conceived.

eBrochure Request Form

Please provide the following information to view the brochure.

A charitable bequest is one or two sentences in your will or living trust that leave to The Huntington 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

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 Huntington 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 Huntington 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 Huntington 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 Huntington where you agree to make a gift to The Huntington 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.