LEGACY GIVING
GIFTS THAT YOU
CAN MAKE TODAY
The types of gifts below are all those that can make an immediate impact in conservation in your community. Unlike other planned giving options, the options below are types of gifts that you can arrange with your attorney or financial planner today, where you will immediately be able to see the impact of your generosity, making you a champion for conservation both today, and for generations to come.
DONOR ADVISED FUNDS
A donor-advised fund (DAF) is an opportunity to put your charitable dollars to work on your own terms, giving you the flexibility to tailor your philanthropic giving in easy, cost-effective ways. Please consider recommending Three Rivers Land Trust for a charitable distribution from your charitable giving account. You can initiate a grant directly from your DAF by using our convenient DAF Direct Widget. Simply fill in the requested information to initiate the process. If your Donor Advised Fund is not listed above, please contact your fund directly to make a gift.
GIFTS OF STOCKS, BONDS, AND MUTUAL FUNDS
Gifts of stock are an easy way to make a lasting impact on conservation while realizing significant tax benefits. By donating appreciated securities held for at least one year, you can take a tax deduction for the fair market value of your gift, avoid paying capital gains taxes, expand your portfolio and/or obtain a line of income. TRLT is able to sell donated stocks tax-free, using 100% of your gift to support our mission.
GIVING WITH YOUR IRA
If you are over the age of 70½ and have an Individual Retirement Account (IRA), then 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.
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.
CHARITABLE LEAD TRUSTS
By choosing to make a donation in the form of a charitable lead trust, you can benefit from the tax savings that results from supporting TRLT without giving up the assets that you would like your family to receive someday. There are two ways that charitable lead trusts can make payments to TRLT: charitable lead annuities, and charitable lead unitrusts. Reach out to your financial professional and your attorney to take the appropriate next steps.
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.
The 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.
CONTACT
Address
204 East Innes Street, Suite 280 Salisbury, NC 28144
Phone
(704) 647-0302
threerivers@threeriverslandtrust.org