Donate

LEGACY GIVING

 Thinking of Including     Three Rivers Land Trust in Your Estate Plans?

When you support Three Rivers Land Trust through a planned gift, you’re leaving a legacy that will conserve the land cherished by our communities, and protect the places that make our landscape extraordinary. The Land Trust is committed to conservation in the Sandhills and Piedmont today, for a better tomorrow.  

Would you like to make a lasting and powerful impact on the conservation of vital natural areas? Please consider creating a meaningful, lasting legacy by including the Land 

Trust in your will, trust or other charitable planned gift.

Your contribution will do so much to make a positive impact in your community – by promoting education and outreach, ensuring the Land Trust’s long-term success, managing conservation properties in perpetuity, and enabling the Land Trust to acquire more land and conservation easements.

Thank you for supporting the Land Trust, and thank you for considering a planned gift.

“I believe in Three Rivers Land Trust’s work, and understand that conserved lands require ‘perpetual care’.  Through a beneficiary designation in my retirement plan, I am helping to build the Land Trust’s future”

Thomas Marshall, TRLT member

Tomorrow’s Gift, Today

Whether you are taking those important first steps toward planning your estate or considering an update to your estate plan, Three Rivers Land Trust is here to help you achieve your long-term charitable goals. Through a planned gift to Three Rivers Land Trust, you can leave a legacy of peaceful forests, working farms, undeveloped open spaces, and picturesque vistas for your children and grandchildren.

There are a variety of ways you can make a legacy gift to the Land Trust, which we summarize below. We encourage you to consult your advisors regarding your financial, legal, or tax needs to make certain that your gift fits well into your overall circumstances and planning.

Leave a Gift in Your Will

Bequests are one of the easiest ways to make a gift to Three Rivers Land Trust. You can structure the bequest to leave a specific amount of money, or leave a percentage of your estate to the Land Trust. Unlike some other planned giving options, bequests allow you to change your mind at any time. Your bequest is entitled to an estate tax charitable deduction for the gift’s full value. All that is needed is a few sentences in your will or trust. 

Gifts of Real Estate

Giving a gift of real estate to the Land Trust can reduce your taxes, ease the demands of owning property, and even provide you with lifetime income. The Land Trust accepts two types of real estate gifts: conservation lands, which the Land Trust will retain, and properties intended for sale. If your intention is to restrict the use or sale of the property you would like to give, please contact our office to be certain that we can fulfill your wishes.

Remainder Interest Deed

Immediately receive a tax deduction for 70% of the value of a house or land by making a charitable gift of the property, but keep the right to use it and live on it for the rest of your (and your spouse’s) life.

Charitable Gift Annuity

Receive a tax deduction and make a gift that pays you income for life. To give this kind of gift, you transfer your assets the the Land Trust, thereby giving you a large tax deduction, and the Land Trust then also pays you a fixed annuity for the rest of your life. 

IRA Qualified Charitable Distributions

If you are 70-1/2 or older, you may give up to $100,000 per year directly from your IRA to one or more charities. While the CARES Act suspends required minimum distributions (RMD) from IRAs in 2020, you may still make direct contributions to charity, just as before. Because you are not receiving the money, you will not pay taxes on the transfer, so this is a very tax-smart way to make a gift. 

Charitable Remainder Trust 

Get an immediate tax deduction and still receive income from your investments for the rest of your life by making a gift where you control the investment of the assets, but anything left over goes to your chosen nonprofit at your passing. 

Life Insurance 

Life insurance is another asset that could be used to support TRLT, especially when a policy no longer serves its original purpose. These gifts often provide certain tax benefits, and are simple, flexible and have minimal paperwork. The beneficiary designation in your life insurance policy determines where the proceeds will be distributed, therefore are not typically transferred through your will. You can easily change the beneficiary designation of your life insurance policy at any time.

Retirement Beneficiary Gifts 

IRAs, 401(k)s, 403(b)s, Keoghs, and other retirement plan assets make up an increasingly large part of many estates. When left to your heirs, these assets can be subject to income, estate, and other transfer taxes. Naming the Land Trust as a beneficiary or contingent beneficiary of a percentage of your plan assets may reduce or eliminate both income and estate taxes. This designation can be done online, without the expense of an attorney

What Will Your Legacy Be?

Members of our Legacy Program are a group of passionate conservationists who have made a lifelong commitment to ensure the protection of treasured lands that we as North Carolinians love. They understand and value the importance of land conservation and want to do something that will make a real, lasting difference in their region. 

As a member of this group, you will have made an important decision to include TRLT in your estate plans. In doing so, you are leaving a lasting legacy for your loved ones, showing them the value of preserving one’s roots in the land that makes us who we are.

JOIN OUR LEGACY PROGRAM

If you have honored the Land Trust with a planned gift, thank you for joining our Legacy Program. We have established this group to honor donors who provide a future legacy for land protection in our area.

Please let us know that you have made these plans so we can both acknowledge your generosity and make sure we understand your wishes for how the Land Trust may use your gift.  

We Are Here to Assist You!

  If you would like to learn more about planned giving options, we would be happy to answer any questions you have. Please consult your attorney and your tax or financial advisors as well. Your attorney or financial advisor can also get in touch with us. All information regarding your charitable contribution will be held in the strictest of confidence.

 

Information on this page is for educational purposes and not considered tax or legal advice. Please consult with your professional advisor while making charitable plans. Three Rivers Land Trust is a 501(c)(3) nonprofit organization.