Photo by Teresa GypinBank, Brokerage and Other Accounts
You can pass an asset directly to Capitol Land Trust after your lifetime by naming Capitol Land Trust as the beneficiary of an account (such as a bank or brokerage account or a certificate of deposit).
Personal Property or Real Estate
Donating a gift of tangible personal property (such as a vehicle) or real estate is another way to support Capitol Land Trust that may reduce capital gains tax, income tax, or estate tax. You may be able to continue to use your property for the remainder of your lifetime.
*If you are considering a donation of real estate, we ask that you connect with our staff to review the details of your wishes (sold to support land conservation or conserved forever), in order to align with CLT’s Gift Acceptance Policies and Conservation Plan.
Retirement Plan or Life Insurance Policy
Naming Capitol Land Trust as a beneficiary or contingent beneficiary of all or a portion of your retirement plan or life insurance policy is an easy way to support the Trust that does not require a change to your will. Your fund manager or human resources department can provide you with the appropriate forms. After your lifetime, the benefits from your policy pass to the Trust free of federal estate tax.
Charitable Remainder Trust or Charitable Gift Annuity
These gifts are funded with cash or property and provide income from the assets for the lifetime of the donor while qualifying for a charitable deduction, reducing potential capital gains and estate taxes. Upon the donor’s death and / or that of a loved one, the assets are distributed outright to Capitol Land Trust.
Additional Guidance
If you would like to obtain more information about planned giving options please consult your attorney and your tax or financial advisors, or feel free to contact us at (360) 943-3012, [email protected]. You can also ask your attorney or financial advisor to contact us. Inquiries are confidential.
Legacy Club
If you have chosen to include Capitol Land Trust in your estate plans, please let us know by filling out this simple form, so we recognize your generosity and thank you in your lifetime as a Legacy Club member.
The Conservation Leaders Circle represents some of our most generous supporters.
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