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 big, 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 individual situation.

Bequests

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.”

You can donate a percentage of your estate or you can opt to give a specific dollar amount, securities, real estate, or other assets Payable On Death (POD), using bequest language in a will or revocable living trust.

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 Accounts: Title or “retitle” a brokerage account: Payable on Death (POD) to Jefferson Land Trust, tax ID 91-1465078
  • Life Insurance Policies: Simply fill in the blanks on the beneficiary designation form provided by the insurance company: 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

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 planned gift, we encourage you or your attorney to contact us to ensure we’re able to accept your gift and can honor your intentions.

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 Kate Godman, Director of Philanthropy, at 360.379.9501 ext 102 or send her an inquiry using the contact form below.

Disclaimer

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 and Director of Philanthropy 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.