Planned Giving

When you include Jefferson Land Trust in your estate plans, you’re helping to ensure the forests, fields, and wildlife habitat that make our region unique are preserved forever. This lasting legacy will have a positive impact on generations to come.

Thank you!

Hand with seeds and needles

Photo by Caitlin Battersby

A planned gift is made as part of an overall estate plan and is usually, but not always, deferred until the end of the donor’s life. By including Jefferson Land Trust in your estate plan, either you or your estate may qualify for a charitable deduction. Please consult with an experienced estate planning attorney who can help you find the best solution for your situation.


The simplest and most common form of planned giving is a bequest in your will or revocable living trust. An example of simple bequest language: “I give ________ percentage (__%) of my residuary estate to Jefferson Land Trust, a nonprofit 501(c)(3) corporation, located in Port Townsend, Washington, tax ID 91-1465078 to be used as determined by the board for the support of land protection and conservation in Jefferson County.”

Jefferson Land Trust’s Gift Acceptance Policy guides the types of gifts the Land Trust can accept and outlines how they are considered by the staff and board.

If you wish to make a gift of real estate or property, we encourage you or your attorney to contact us to ensure we’re able to accept your gift and can honor your intentions. If you would like to restrict your gift to wildlife habitat, farmland protection, forest protection, or to the stewardship fund that ensures the perpetual care of these places, we offer these language templates for you to discuss with your attorney. If you would like to further restrict your gift to a specific project please contact us to discuss your wishes.

Other Ways to Give

In addition to naming Jefferson Land Trust in your will or revocable living trust, the following are common ways to include Jefferson Land Trust in your estate plan:

  • Traditional IRAs and qualifying 401(k) or 403(b) Plans: Simply fill in the blanks to name JEFFERSON LAND TRUST as a primary or contingent beneficiary for all or a portion/percentage of your 401(k) or 403(b) plan: Jefferson Land Trust, tax ID 91-1465078
  • Brokerage/Bank Accounts: Name Jefferson Land Trust, tax ID 91-1465078, as a Payable on Death (POD) or Transfer on Death (TOD) beneficiary of a bank or brokerage account
  • Life Insurance Policies: Fill in the blanks on the beneficiary designation form provided by the insurance company and name Jefferson Land Trust, tax ID 91-1465078, as a beneficiary for all or a portion/percentage of the amount
  • Charitable Trusts: Please consult your attorney
  • Annuities: Please consult your attorney

Do you have an IRA, 401(k), life-insurance policy, or any other assets not included in your will? If so, these are called non-probate assets and you must plan your beneficiaries for them separately. Use this online tool to designate Jefferson Land Trust as beneficiary of these assets.

Begin Your Legacy With Us

To help you get started on your plans and legacy, we’ve teamed up with FreeWill, which offers a complimentary online tool that guides you through the process of creating your will or trust. It’s easy to use, accessible online, and simple wills can be completed in about 20 minutes. This service is offered without any obligation to include charitable giving in your plans, and details of your gift will not be shared with Jefferson Land Trust, unless you permit them to be. Use this tool on its own, or to document your wishes before finalizing your plans with your attorney.

Have You Already Included Jefferson Land Trust in Your Estate Plans?

Have you already included a gift to Jefferson Land Trust in your will or trust? If so, please fill out this form to let us know! We’d love to thank you for your generosity and keep you updated on our plans and progress as a member of our Legacy Circle.

Thank you for considering including Jefferson Land Trust in your estate plans.

Contact Us

To discuss including Jefferson Land Trust in your estate plans, or to let us know if you have already done so, please contact Sarah Zablocki-Axling, Development Director, at 360.379.9501 ext 108 or by email at szaxling[at]


The information on this website, and in any documents attached to this website, do not constitute legal advice.

Before making any bequest or planned gift to Jefferson Land Trust, donors should seek independent advice, including legal advice and taxation advice.

Jefferson Land Trust cannot provide legal advice to members of the public. Jefferson Land Trust’s Executive Director, Richard Tucker (rtucker[at] and Director of Philanthropy Kate Godman (kgodman[at] can, however, discuss in general terms, with a donor or a donor’s attorney, issues associated with a proposed gift or bequest to Jefferson Land Trust.