Planned Giving (Bequests & Trusts)

Photo: Buchanan Helms

When you decide to make a bequest to Catawba Lands Conservancy (CLC), you’ll be joining supporters who have made a profound commitment to protect nature in the southern Piedmont for future generations.

There are many different ways to make a planned gift to CLC. We will work closely with you and your advisors to develop the optimum plan for you and your family. Some of the more common options are listed below.


Bequests

You may name CLC in your will in any one of a number of simple ways. An outright gift, either a designated dollar amount or specific property could be specified. You may also choose to give a percentage of your estate or name the CLC as a remainder beneficiary after specific sums have been paid to other beneficiaries.

Life Insurance

You may name CLC the owner and beneficiary of a life insurance policy.

Retirement Funds

You may make CLC a beneficiary of your IRA, 401(k) or other retirement savings plans.

Gifts of Land

CLC is the local land expert. What better organization to whom to make a real estate gift? Donated land possessing a high conservation value will be protected forever. Other properties may be sold and the funds used to conserve important natural areas. We will work closely with you to identify the best use of your land gift.


AMONG THE MANY OPTIONS FOR RECEIVING TAX BENEFITS
AND INCOME ARE THE FOLLOWING:

 

Charitable Remainder Trust

You may fund a charitable remainder trust with cash or appreciated property and receive income from the assets for your lifetime. Upon your death, the trust assets would be distributed to the Conservancy.

Charitable Lead Trust

You may contribute securities or other appreciated property to a charitable lead trust which makes annual payments to the Conservancy for a period of time. When the trust terminates, the remaining principal is paid to your heirs.


For more information, please contact CLC’s Development Director Margaret McGee Brantley at 704.342.3330, ext 216, or margaret@catawbalands.org.

Photo: Oak Springs/Girl Scouts by Nancy Pierce