A charitable bequest is a gift made through your will. Planned today, a bequest does not affect your cash flow during your lifetime and is only transferred to the Islands Trust Conservancy after you have passed away. A lawyer can help you include a bequest in your will that is flexible to any changing needs of your family in the future. You can modify a bequest if your circumstances change. Sample bequest language
Bequests are thoughtful gifts that ensure the Islands Trust Conservancy can continue protecting endangered landscapes in the islands of the Salish sea. By leaving a bequest to the Islands Trust Conservancy, your estate receives a tax receipt that can be used to offset up to 100% of your final tax return (including capital gains) with excess amounts applied to taxes from the previous year.
Monetary bequests through your will can take two forms: a specified value of cash, or a percentage of the residue of your estate. These gifts can be in the form of cash or you can transfer investments. An island landowner can also bequest a property to the Islands Trust Conservancy to be protected as a nature reserve, or to be sold to generate funds to protect more ecologically sensitive land in the islands. Please contact our staff if you are thinking of leaving a property in your will to the Islands Trust Conservancy to determine if the land meets our criteria for protection.
When planning your estate, please remember the Islands Trust Conservancy in your will. By making a final donation to the Islands Trust Conservancy, you can conserve landscapes on the islands for generations to come.
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Contact us and we can help you identify ways to give that meet your financial goals and vision for the future.
We recommend anyone contemplating a planned gift talk with an independent financial advisor. If your advisor is not familiar with an option we describe here, we would be happy to provide additional information to them.
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Have you already included the Islands Trust Conservancy in your estate plans? Please let us know