|
Planned
Giving:
Making a Planned Gift is one of the best ways to create
a conservation legacy for many generations to come.
Planned gifts provide Capitol Land Trust with the
financial stability necessary to grow, plan for the
future and continue protecting our region's special
places. Listed
below are some examples of ways to give. This
information is meant as a general guide about ways of
giving and potential financial benefits and is not meant
to provide tax or legal advice. Before making a gift,
you should consult with your attorney or financial
advisor.
Bank,
Brokerage and Other Accounts
You
can pass an asset directly to Capitol Land Trust after
your lifetime by naming
the Trust as the beneficiary of an account (such as a bank
or brokerage account or a certificate of deposit).
Life
Insurance
If
appropriate, you can designate Capitol Land Trust as
beneficiary or sole owner of a
life insurance policy. After
your lifetime, the benefits from your policy pass to the Trust free of federal estate tax.
Personal
Property
Donating gifts of tangible property is another way
to support the Trust while potentially reducing your taxable
estate.
Real
Estate
A gift of real estate offers financial rewards for
you and the Trust. You may reserve certain use
rights if you wish.
Retirement
Plan
Naming
Capitol Land
Trust as one of the beneficiaries or sole beneficiary of
your retirement plan is another easy way to support the
Trust. Such income would be taxable to your heirs but
tax free for CLT.
Securities
Gifts of long-term appreciated stock, mutual funds or
bonds offer a quick, easy and tax-efficient way to make
a significant contribution to the Trust.
Wills
To learn more about wills, please click
here to visit the Washington Bar
Association's website.
|
