Other Ways to Give

You can help protect our land, our water, and our way of life - forever. A gift of stock, real estate or other personal property is an excellent option to provide lasting support to the Chelan-Douglas Land Trust while allowing you to take advantage of significant tax benefits. Many supporters also choose to recommend a grant from their Donor Advised Fund or make a Qualified Charitable Distribution directly from their IRA. These options can reduce your capital gains, estate, and income taxes while ensuring that your gift has a permanent impact on the lands and waters you love.

For more information, please contact Elisa Lopez, Philanthropy Manager, at elisa@cdlandtrust.org or (509) 667-9708. When considering a gift other than cash to the Chelan-Douglas Land Trust, we encourage you to consult with your legal or financial advisors. 

Donor Advised Funds

Donor advised funds (DAF) are charitable giving accounts that give you the flexibility to recommend grants to Chelan-Douglas Land Trust and other qualified charities. When you put money into a DAF, you get a tax deduction right away. After that, you can recommend which charities receive grants from your fund immediately and into the future. To set up a DAF, you’ll need to choose a community foundation or financial institution that offers DAFs, and work with that organization to fund the DAF and establish your philanthropic goals.

Gifts from your Retirement Accounts (Qualified Charitable Distributions)

A qualified charitable distribution (QCD) is a direct transfer of funds from an Individual Retirement Account (IRA) to Chelan-Douglas Land Trust or other qualified charities. The transfer allows individuals aged 70 ½ or older to give up to $100,000 per year, which can count toward the individual’s required minimum distribution. QCDs are excluded from the individual’s taxable income and are tax-free for the charitable beneficiary. You can lower your overall tax liability while also supporting your favorite causes.

You may also name the Chelan-Douglas Land Trust as a beneficiary on any retirement account. At your death, a chosen percentage of that account will be distributed directly to the Land Trust. The Land Trust receives the entire gift tax-free and the distributions are not subject to the same rules when individuals are named as beneficiaries (e.g., no requirement to stretch the distribution over years, and no income tax owed on distributions to qualified 501(c)(3) organizations such as the Land Trust).

Stocks

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.

You may also name the Chelan-Douglas Land Trust as a beneficiary on investment accounts. At your death, a chosen percentage of the investment account will be distributed to the Land Trust. Beneficiary designations on such accounts will not be governed by language in your Will, and the financial institution will distribute the assets directly to the Land Trust, without involving probate.

Gifts of Real Estate

Gifts of real estate or other tangible personal property can be made through a bequest under your will, or as an outright gift today. Sale proceeds support our work. Gifts made during your lifetime may be able to receive an immediate tax deduction, avoid capital gains taxes, and provide immediate benefit to Chelan-Douglas Land Trust.

Unrestricted vs. Restricted Gifts

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 ensure your gift goals are achieved, please contact Elisa Lopez, Philanthropy Manager, at [email protected] or (509) 667-9708.