There are many different forms of planned giving. Planned gifts come in all sizes and anyone can do it! Here are five examples to help you find one that’s right for you:
Bequests: Making a gift through your will or Living Trust
Life Income Agreements: Charitable Remainder Annuity Trust, Charitable Gift Annuity, Deferred Payment Gift Annuity, Charitable Lead Trust, Charitable Remainder Unitrust, and Pooled Income Fund.
Life Insurance and Retirement Plans: Name us as a beneficiary on your beneficiary form.
Charitable Remainder Annuity Trust: receive a tax deduction and annual income; leave the remaining assets to us.
Did you know that Charitable IRA Rollovers allow donors age 70 ½ and older to transfer Individual Retirement Account (IRA) assets directly to public charities, count the transfer toward their required minimum distribution and exclude it from taxable income?
Join the Legacy Society
If you're considering a planned gift, join the Legacy Society—a group of people who are passionate about land protection. Members are active in ensuring that their favorite places are protected for future generations.
If you're interested, please reach out to Nancy Smith at or 716-687-1225 ext. 117