Leave a Legacy for the Valley.
Planned gifts are an inspiring way to support land conservation in the Valley and, simultaneously, provide for your own and your family’s financial security. In addition, many types of planned gifts offer tax benefits to the donor. Popular planned giving opportunities include:
Bequest: You can designate Kestrel as the recipient of cash, real estate, or another asset in your will. Or, you can leave a percentage of your overall estate to Kestrel.
Retirement plan assets: You can name Kestrel as the beneficiary of an IRA, 401(K), 403(b), or other qualified retirement plan.
Life insurance: You can name Kestrel as the owner and beneficiary of a new or existing policy.
Gift of real estate or other assets: Gifts of any type of asset may be made during your lifetime. Gifts of real estate can be structured in various ways to provide tax benefits and financial flexibility.
Gift of appreciated securities: Gifts of stock may provide savings on capital gains taxes as well as an income tax deduction.
IRA Rollover: You can make a gift to Kestrel directly from an IRA. The IRA Rollover allows individuals who are 70½ and older to make direct transfers totaling up to $100,000 per year to 501(c)(3) non-profits, without the transfer counting as income for the donor’s federal tax purposes; such a gift helps fulfill the minimum distribution requirement. You have until December 31, 2013 to make a gift that counts for the current tax year; this provision is currently scheduled to expire at the end of 2013.
Other planned giving tools include retained life estates, charitable remainder trusts, and many more options. For more information about these philanthropic opportunities, as well as the tax benefits of such gifts, please contact Monica Green, Development Director, at email@example.com or 413-549-1097.
Kestrel Land Trust is grateful for the generous bequests provided by the following members of our community over the years:
Janet and Toby Dakin of Amherst
Elizabeth M. Guest of Amherst
Thelma J. Isaacs of Amherst
Eva Schiffer of Amherst
Clarice Brows Thorp of Pelham
Isabel Wilder of Amherst
Richard and Nathalie Woodbury of Shutesbury
These visionary gifts helped Kestrel Land Trust grow from an idea in 1970 to a broad-based organization that has conserved close to 20,000 acres with our conservation partners. You can help ensure a legacy of land conservation in the Valley by including Kestrel in your estate plans today. Thank you!