HOW TO GIVE
By including the Friends of The Preserve in your estate plans, you will be making a gift that supports education and conservation. Bequests can also provide tax savings for your family and heirs. If you do not have a Will or Trust, then we encourage you to put it at the top of your New Year’s Resolutions so that you are the one that designates who you want to receive your assets instead of the state. If you already have a Will or Trust, a simple “Codicil” or “Amendment” to the original document may suffice.
Remembering the Friends of The Preserve in your will is as simple as specifying the amount of funds, or the type of property (real estate, securities, savings bonds), or a percentage of your estate after providing for family and pets and other things important in your life, that you would like the Friends of The Preserve to receive. You may also want to consider naming the Friends of The Preserve in your Life Insurance Policy, Retirement Plan or Financial Account. Simply contact your bank or your plan administrator for specific instructions.
A gift of real property (such as your home, vacation property, vacant land, farmland, ranch or commercial property) can make a great gift. If you own appreciated real property, you can avoid paying capital gains tax by making a gift to further our mission to protect animals.
A gift of your retirement assets, such as a gift from your IRA, 401K, 403b, pension or other tax deferred plan, is an excellent way to make a gift. By making a gift of your retirement assets, you will help further our mission to protect elephants.
A gift of cash is a simple and easy way for you to make a gift. You will receive a charitable tax deduction that will provide you with savings on this year’s tax return.
A gift of your securities, including your stocks or bonds, is an easy way for you to make a gift. By making a gift of your appreciated securities, you can avoid paying capital gains tax that would otherwise be due if you sold these assets.
If you wish to donate stock to the Friends of The Preserve, please contact us with your name, address, phone number, the name of the stock, type of stock, number of shares, and the date you would like to make the gift.
You designate our organization as the beneficiary of your asset by Will, Trust or other instrument.
We purchase your property for less than fair market share value. You receive the cash and a charitable deduction for the difference between the market value and purchase price.
Charitable Annuity Trust
You transfer your cash or appreciated property to fund a Charitable Trust. The Trust sells your property tax free and provides you with fixed income for life or a term of years.
Charitable Gift Annuity
You transfer your cash or appreciated property to our organization in exchange for our promise to pay you fixed income (with rates based on your age) for the rest of your life.
Charitable Lead Trust
You transfer your cash or property to fund a lead Trust that makes gifts to us for a number of years. You receive a charitable deduction for the gift. Your family receives the remainder at substantial tax savings
You transfer your cash or appreciated property to fund a Charitable Trust. The trust sells your property tax free and provides you with income for life or a term of years.
Give it Twice Trust
You may be looking for a way to provide your children with income while making a gift to charity. The Give it Twice Trust is a popular option that allows you to transfer your IRA at death to a term of years unitrust.
On January 1, 2013, Congress passed legislation to avert the fiscal cliff. The law includes several important provisions that will allow you to support the causes you believe in using your Individual Retirement Account (IRA).
Life Estate Reserved
You may desire to leave your home or farm to us at your death, but would like to receive a current charitable tax deduction. A life estate reserved might offer the solution you need.
Sale and Unitrust
If you give a portion of your property to us to fund a Charitable Remainder Trust, when the entire property sells you receive cash and income for life.