We recommend you consult your financial or tax advisor to establish the planned gifts that are most appropriate for you. Our communication with you is strictly confidential and without obligation.
Gift Membership – Give a gift membership to someone you love. Your friend or family member will be welcomed with a gift envelope with membership materials. Please print the donation form and mail along with your check.
Charitable Bequest – A gift that is transferred after death by will or trust. A specified amount can be directed to WWLT by way of a codicil to an existing will.
Gifts of Appreciated Assets – Like securities, mutual funds, stocks and bonds also provide considerable tax advantages when transferred to WWLT before they are sold. If you have held your securities for more than one year, you may find that your gift will provide a two-fold tax benefit, creating an income tax deduction as well as helping to avoid the capital gains tax that would have been due upon their sale.
Gifts of Real Estate – might include personal residences, second homes, income property, or vacant land can offer a wide variety of tax and other benefits. While most people donate their entire interest, it is also possible to give only a portion of the property (an undivided percentage interest), while retaining the rest for other purposes.
Gifts of Conservation Easement – Many of the places that Maine residents and visitors cherish have been protected in perpetuity through the use of a legal measure known as a conservation easement. This is a voluntary legal agreement made between a property owner and a land trust or government agency that permanently restricts certain land uses and activities. It provides a practical and flexible way to hold your land in legal “safekeeping” for the benefit of future generations. There are benefits to private landowners and to the general public as well. Most importantly, an easement offers a means to secure the fate of a place that you love.
Endowment Gifts – These designated gifts to WWLT’s endowment are permanently invested. The income earned from an endowment is directed toward the purpose selected by the donor. Endowed funds currently support the regular operations of the Trust while ensuring its future.
Capital Gifts – As Woodie Wheaton Land Trust grows to meet the challenging demands of protection and conservation, the Board of Directors identifies projects and acquisitions important to accomplishing the Trust’s mission. Examples of a capital campaign include: our current campaign to raise money for our most recent conservation projects on Spednic Lake: Dri-Ki Point and Hathaway Island.