When you include Jefferson Land Trust in your estate plans, you are helping to ensure the forests, fields and wildlife habitat that make our region unique are preserved forever. This lasting legacy will have a big, positive impact on generations to come.
Photo by Caitlin Battersby
A planned gift is made as part of an overall financial or 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 be able to make a charitable donation. Depending on your estate plan, the tax savings could be significant.
The simplest and most common form of planned giving is a bequest in your will or living trust. However, there are many ways for donors to include Jefferson Land Trust in their estate plans.
Jefferson Land Trust can be named as a beneficiary 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 non-profit 501(c)(3) corporation, located in Port Townsend, Washington, tax ID 91-1465078.”
You can donate a percentage of your estate or you can opt to give a specific dollar amount, securities, real estate or other assets, using bequest language in a will or revocable trust.
Everyone’s estate plan has different objectives, so we recommend you either consult an attorney or contact us to find out what language will best communicate your wishes and intentions.
If you don’t have a will, this is the time to prepare one. You will always retain control over it and can easily make revisions should your circumstances or wishes change.
In addition to naming Jefferson Land Trust in your will or living trust, the following are common ways to include Jefferson Land Trust in your estate plan:
Please consider naming Jefferson Land Trust as a beneficiary in your estate plans, and we hope you will let us know if you do!
For more information, or to discuss including Jefferson Land Trust in your estate plans, contact Chris Clark, Development Director, at (360) 379-9501 ext 102 or send her your inquiry through the contact form below.