Planned Giving

Creating a Conservation Legacy

Planned gifts leave a lasting legacy by remembering the Trust in your estate plan. Deferred or planned gifts, including bequests, life-income plans and other options for your estate can potentially increase your income, earn valuable income tax deductions and reduce your estate taxes. Naming WWLT as a beneficiary on a life insurance policy, with the proceeds offsetting an estate tax charitable deduction, and or specifying the Trust as a beneficiary of a 401K or IRA offer a tax-efficient way to make a lasting contribution.

Life Income Gift

Making an irrevocable gift of cash, securities or real estate to WWLT and receiving income, fixed or variable. A fixed income option would be a Charitable Remainder Annuity Trust, while a variable income option is the Charitable Remainder Unitrust.

Naming WWLT as a Beneficiary

Naming WWLT as a beneficiary on a life insurance policy, with the proceeds offsetting an estate tax charitable deduction, and/or specifying the Trust as a beneficiary of a 401k or IRA. 

Charitable Lead Trust

An immediate gift to the WWLT, while ultimately transferring assets, such as cash, stocks, and artwork for a set term of years, will significantly reduce gift and estate taxes.

Gifts of Appreciated Assets

Gifts of long term appreciated stock, mutual funds or real estate, offering a tax-efficient way to make a lasting contribution, while avoiding capital gains tax and reducing federal income tax. Arrangements should be made before the sale of securities.

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.

What will the landscape look like to future generations?

Our foresight will ensure clean waterways, intact ecosystems, healthy wildlife populations, and ample outdoor recreation opportunities.

Estate planning enables each of us to make a lasting statement about the lands and waters we cherish. Making a planned gift to The Woodie Wheaton Land Trust helps to ensure that the next generation will enjoy these spectacular places of natural and cultural significance.