Preserve Land For Future Generations
You can help protect our land, our water, and our way of life - forever. A planned gift is an excellent option to provide lasting support to the Chelan-Douglas Land Trust while ensuring your own financial needs are met. Planned gifts allow you to take advantage of tax benefits associated with charitable giving. You can benefit through reduced capital gains, estate, and income taxes.
When considering a Planned Gift to the Chelan-Douglas Land Trust, we encourage you to consult with your legal or financial advisors.
Ways of Giving
Stocks, bonds, and mutual funds are easily donated, and can often provide you with exceptional tax savings. When you donate appreciated securities or closely held securities to CDLT, your gift will be exempt from capital gains tax on the appreciation, and you will usually receive an income tax deduction on the full value of the gift. Click here for Stock Donation instructions.
We ask you to consider the opportunity to make a lasting gift to conservation through a bequest in your will or living trust. Such gifts are fully deductible for estate tax purposes. You have the option to designate the use of funds from your bequest. Click here for tips and sample language for bequests.
Retirement Accounts and Life Insurance:
Many people discover that passing these assets on to their heirs can burden the beneficiaries with significant income and estate taxes. Naming CDLT as the beneficiary of a portion of your retirement accounts or life insurance policy can help you to make a significant future contribution, and maintain your current financial security.
Outright Gifts of Real Estate:
Gifts of real estate or other tangible personal property can be made today. You may be able to receive an immediate tax deduction, avoid capital gains taxes, and provide immediate benefit to Chelan-Douglas Land Trust. Sale proceeds support our work.
Gifts may be left unrestricted, to be spent at the board’s discretion. Gifts may also be restricted to our Stewardship Fund or our Endowment Fund, ensuring the care for our conserved lands forever. To make sure your goals for your gift are achieved, please contact Sharon Lunz, Communications & Development Director, at firstname.lastname@example.org or (509) 667-9708.