Photo by Meredith RaffertyMany of our supporters are exploring tax-smart gifts — instead of donating cash. CLT has partnered with FreeWill to offer an exciting suite of online tools that streamline the process for these types of donations. We hope our partnership with FreeWill becomes a resource that helps you support your love of conservation in new ways and with additional benefits for you!
Three smart giving options: Rather than donating cash, opt for smarter giving, non-cash options that not only support our mission but may also offer a variety of tax benefits. Click the link below to connect to our FreeWill site and learn more about giving stocks, gifts from your IRA, and making a grant from a donor-advised fund.
Explore smarter giving options here!
Gifts of Stock, Bonds, ETFs or Mutual Funds
Save taxes by donating stocks! You can make a gift of appreciated securities—publicly traded stocks, bonds, ETFs and mutual fund shares—to Capitol Land Trust while avoiding capital gains tax. You will also receive the benefit of an immediate income tax deduction for the fair market value (average high and low prices on the day of the transfer). Please note that the securities you use to make your gift must have been held by you for more than one year to be fully deductible, and always be sure to first consult with your financial advisor.
Use this online stock tool from FreeWill to donate stock so we can track your gift, send you the correct receipt, and you can get the tax savings you deserve.
If you would prefer to make your donation through your broker, access our transfer information to notify CLT of your gift.
IRA Charitable Gifts
Save on taxes by giving from your IRA. If you are 70½ or older, giving from your Individual Retirement Account (IRA) can help reduce your taxable income — and for those over 73 who must take a Required Minimum Distribution (RMD), an IRA gift is a simple way to fulfill it! Use this tool to give from your IRA, you can auto-complete your paperwork and we can track your gift to send you the proper tax receipts.
The IRA Charitable Rollover provision allows individuals who have reached age 70½ to donate up to $100,000 to charitable organizations directly from their Individual Retirement Account (IRA), without treating the distribution as taxable income. Please note that IRA charitable rollover gifts do not qualify for a charitable deduction. Contact your IRA administrator for provision mandates.
Donor Advised Funds
Donor-Advised Funds (DAFs) are investment accounts for the sole purpose of supporting charitable organizations today. Use this secure DAF link to:
- Automatically links with your DAF
- Allows you to recommend how you’d like your gift to be used
- Notifies CLT of your intentions
The Conservation Leaders Circle represents some of our most generous supporters.
Our members are the most important aspect of Capitol Land Trust. Without you, we could not pursue new conservation projects and manage the lands under our care to protect our region’s sparkling marine shorelines, freshwater streams, rare prairies, and productive farms and forests.
Why join the Conservation Leaders Circle? You take a leadership role when you become a member of the Conservation Leaders Circle, demonstrating your belief in our mission and ensuring the future of local land conservation.
How do you join the Circle? Supporters who pledge and/or donate $1,000 in a calendar year will be included in the Circle. Consider making a donation today of $1,000 or more to join the Conservation Leaders Circle.
Capitol Land Trust does not offer tax or legal advice. Check with your professional tax advisor to make sure that any charitable giving strategy makes sense for you.
Tax ID: 91-1413484