Planned Giving

Planned Giving...what will be your footprint?

Would you like to protect the places you love, for now...and for generations to come?

You can receive immediate benefits for gifts that last lifetimes

Many of these gifts cost nothing today - and in some cases give you money back

in the form of tax benefits and/or life income payments.

Your gift shapes the future of your community and helps to assure that your grandchildren and your

great-grandchildren will enjoy the precious gifts of nature just as you have

A gift to The Foothills Conservancy of North Carolina multiplies your investment. We combine your gift

with other gifts from public and private sources to build walking trails, protect drinking water, and preserve

working farms and scenic vistas. We accept responsibility for the stewardship of conserved land and man's

relationship to it - forever. Read on to explore effective ways to leave your mark...

Ways to Give:

Gifts of Cash - Gifts of cash are fully deductible up to 50% of your adjusted gross income in the year of the

gift. Any excess can be carried forward and deducted over as many as five subsequent years.

Gifts of Stock - A gift of appreciated stock owned one year or longer generally offers two benefits: you receive

an income tax deduction for the full fair market value of the stock, and you avoid paying capital gains tax.

Real Estate Gifts - Tax benefits for gifts of appreciated real estate are virtually identical to those for gifts of

appreciated securities. Real property such as personal residences, undeveloped land, or farms may be

transferred by deed with no liability for income or estate taxes on the appreciated value.

Life Insurance - A tax-deductible gift of whole or universal life insurance can be made by naming the land trust as

owner and beneficiary. You could purchase a new policy or donate a policy that you currently own but no longer

need. Check with your insurance agent for the details.

IRAs and Pension Plans - Your estate can save both income taxes and estate taxes if you make the land trust a

death beneficiary of your individual retirement account, pension, 401(k) or other retirement savings plan.

Converting Assets into Income:

Bequests - Name the land trust in your will in any one of a number of simple ways. An outright gift, either a designated

dollar amount or percentage of your estate, could be specified. The land trust also could be named as a remainder

beneficiary to receive funds only after specific sums have been paid to individual beneficiaries. You can easily add us

to your will through an amendment to your will called a codicil.

Charitable Gift Annuities - You can guarantee a fixed income for your life and your spouse's life simply by transferring

cash or appreciated securities to the land trust in exchange for a charitable gift annuity. A gift annuity offers two

significant benefits: an immediate and substantial income tax charitable deduction, and favorably taxed income for life.

Charitable Remainder Trusts - You can fund a charitable remainder trust with cash or appreciated property and receive

income from the assets for your lifetime, qualify for charitable deductions, and save capital gains and estate taxes. Upon

your death and/or that of a loved one, the trust assets would be distributed outright to the land trust.

Charitable Lead Trusts - Under this arrangement, you transfer assets to a trust that makes payments to the land trust

for a specified number of years, after which time the assets are transferred to your heirs. The charitable lead trust allows

you to pass assets on to your children and grandchildren with little or no estate and gift taxes. It can make good sense for

anyone in the top estate and gift tax brackets.

Every family's financial situation is unique and it is important that you check with your personal

attorney or financial advisor to find the most suitable gift arrangements for you and your family.

To find out more about using a planned gift to benefit the conservation work of Foothills Conservancy, please call us at

828 437-9930. Or write to us at the address below. All inquiries will be held in confidence.

Foothills Conservancy of North Carolina

PO Box 3023

Morganton NC 28680

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Planned Giving In the News Events Hikes & Outings Resources Newsletters

Home About Us Board & Staff Protected Lands Conserving My Land Membership Planned Giving In the News Events Hikes & Outings Resources Newsletters	of North Carolina
	Planned Giving...what will be your footprint? Would you like to protect the places you love, for now...and for generations to come? You can receive immediate benefits for gifts that last lifetimes Many of these gifts cost nothing today - and in some cases give you money back in the form of tax benefits and/or life income payments. Your gift shapes the future of your community and helps to assure that your grandchildren and your great-grandchildren will enjoy the precious gifts of nature just as you have A gift to The Foothills Conservancy of North Carolina multiplies your investment. We combine your gift with other gifts from public and private sources to build walking trails, protect drinking water, and preserve working farms and scenic vistas. We accept responsibility for the stewardship of conserved land and man's relationship to it - forever. Read on to explore effective ways to leave your mark... Ways to Give: Gifts of Cash - Gifts of cash are fully deductible up to 50% of your adjusted gross income in the year of the gift. Any excess can be carried forward and deducted over as many as five subsequent years. Gifts of Stock - A gift of appreciated stock owned one year or longer generally offers two benefits: you receive an income tax deduction for the full fair market value of the stock, and you avoid paying capital gains tax. Real Estate Gifts - Tax benefits for gifts of appreciated real estate are virtually identical to those for gifts of appreciated securities. Real property such as personal residences, undeveloped land, or farms may be transferred by deed with no liability for income or estate taxes on the appreciated value. Life Insurance - A tax-deductible gift of whole or universal life insurance can be made by naming the land trust as owner and beneficiary. You could purchase a new policy or donate a policy that you currently own but no longer need. Check with your insurance agent for the details. IRAs and Pension Plans - Your estate can save both income taxes and estate taxes if you make the land trust a death beneficiary of your individual retirement account, pension, 401(k) or other retirement savings plan. Converting Assets into Income: Bequests - Name the land trust in your will in any one of a number of simple ways. An outright gift, either a designated dollar amount or percentage of your estate, could be specified. The land trust also could be named as a remainder beneficiary to receive funds only after specific sums have been paid to individual beneficiaries. You can easily add us to your will through an amendment to your will called a codicil. Charitable Gift Annuities - You can guarantee a fixed income for your life and your spouse's life simply by transferring cash or appreciated securities to the land trust in exchange for a charitable gift annuity. A gift annuity offers two significant benefits: an immediate and substantial income tax charitable deduction, and favorably taxed income for life. Charitable Remainder Trusts - You can fund a charitable remainder trust with cash or appreciated property and receive income from the assets for your lifetime, qualify for charitable deductions, and save capital gains and estate taxes. Upon your death and/or that of a loved one, the trust assets would be distributed outright to the land trust. Charitable Lead Trusts - Under this arrangement, you transfer assets to a trust that makes payments to the land trust for a specified number of years, after which time the assets are transferred to your heirs. The charitable lead trust allows you to pass assets on to your children and grandchildren with little or no estate and gift taxes. It can make good sense for anyone in the top estate and gift tax brackets. Every family's financial situation is unique and it is important that you check with your personal attorney or financial advisor to find the most suitable gift arrangements for you and your family. To find out more about using a planned gift to benefit the conservation work of Foothills Conservancy, please call us at 828 437-9930. Or write to us at the address below. All inquiries will be held in confidence. Foothills Conservancy of North Carolina PO Box 3023 Morganton NC 28680 Home About Us Board & Staff Protected Lands Conserving My Land Membership Planned Giving In the News Events Hikes & Outings Resources Newsletters