PLANNED GIVING

Planned Giving

A lasting way to provide for the protection of the Wallkill Valley region’s extraordinary natural beauty is to include the Wallkill Valley Land Trust in your estate plans.

 The term “planned giving” refers to charitable gifts that require some planning before they are made. Most donors who pledge support to us will make gifts of cash (checks and credit card charges) or marketable securities, but other options include:

  • Include the Trust in your will
  • Name the Trust a beneficiary of your IRA, 401k, and 503b plan
  • Give appreciated stocks and bonds, or mutual fund shares and realize larger tax savings
  • Give from an IRA (QCD = qualified charitable distribution)
  • Donate property and get a tax break

Depending on how you arrange your planned gift, it will have distinct tax, financial, and charitable benefits.  You should consult with your advisors, both financial and legal, to determine what is right for you.

For more information about how to include the Wallkill Valley Land Trust in your estate plan, reach out to our office to set an appointment with our planning giving expert – contact the office.

What will your legacy be?

Perhaps you choose to live in the Wallkill Valley region or spend time here because the land inspires you. Maybe you feel connected to the land through family memories, the local farm where you buy food, a bike trail, or the view of valley looking down from the Shawangunk Mountains.

You may even be considering how you can make a significant difference in conserving what makes this region so special—its land and rural heritage. Conservation supporters who have made planned gifts have had an extraordinary impact on our work.

While planned gifts take many forms, they are the result of careful planning and an intention to make a lasting gift. These could include bequests made in a will, naming the WVLT as a life insurance beneficiary, or using tax-wise giving options such as charitable gift annuities or remainder trusts.

 

Our mission is to enhance the quality of life in Ulster County by conserving lands of scenic, agricultural, ecological, recreational, and cultural significance.

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