Planned Giving (Bequests & Trusts)

Bequests

You can add a simple designation in your will that’s easy to revoke if your situation changes. This can be a specific amount or a percentage.

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. Therefore, what better organization to whom to make a real estate gift? Donated land possessing a high conservation value will be conserved. Occasionally, other properties may be sold and the funds used to conserve important natural areas. In either case, 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 thereafter receive income from the assets for your lifetime. Then 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 set period of time. Afterward, the remaining principal is paid to your heirs.