Planned Giving

When you include Jefferson Land Trust in your estate plans, you are helping to ensure the forests, fields and wildlife habitat that make our region unique are preserved forever. This lasting legacy will have a big, positive impact on generations to come.

Hand with seeds and needles

Photo by Caitlin Battersby

A planned gift is made as part of an overall financial or estate plan and is usually, but not always, deferred until the end of the donor’s life. By including Jefferson Land Trust in your estate plan, either you or your estate may be able to make a charitable donation. Depending on your estate plan, the tax savings could be significant.

The simplest and most common form of planned giving is a bequest in your will or living trust. However, there are many ways for donors to include Jefferson Land Trust in their estate plans.

Bequests

Jefferson Land Trust can be named as a beneficiary in your will or revocable living trust.

An example of simple bequest language: “I give ________ percentage (__%) of my residuary estate to Jefferson Land Trust, a non-profit 501(c)(3) corporation, located in Port Townsend, Washington, tax ID 91-1465078.”

You can donate a percentage of your estate or you can opt to give a specific dollar amount, securities, real estate or other assets, using bequest language in a will or revocable trust.

Everyone’s estate plan has different objectives, so we recommend you either consult an attorney or contact us to find out what language will best communicate your wishes and intentions.

If you don’t have a will, this is the time to prepare one. You will always retain control over it and can easily make revisions should your circumstances or wishes change.

Other ways to give

In addition to naming Jefferson Land Trust in your will or living trust, the following are common ways to include Jefferson Land Trust in your estate plan:

    • Traditional IRAs and qualifying 401(k) or 403(b) Plans: Simply fill in the blanks to name JEFFERSON LAND TRUST as a primary or contingent beneficiary for all or a portion/percentage of your 401(k) or 403(b) plan: Jefferson Land Trust, tax ID 91-1465078
    • Bank Accounts: Title or “retitle” a bank CD, checking or savings account”: Payable on Death (POD) to Jefferson Land Trust, tax ID 91-1465078
    • Brokerage Accounts: Title or “retitle” a brokerage account: Payable on Death (POD) to Jefferson Land Trust, tax ID 91-1465078
    • Life Insurance Policies or Commercial Annuities: Simply fill in the blanks on the beneficiary designation form provided by the insurance company: Jefferson Land Trust, tax ID 91-1465078 as a beneficiary for all or a portion/percentage of the amount
    • Charitable Trusts: Please consult your attorney
    • Annuities: Please consult your attorney

Please consider naming Jefferson Land Trust as a beneficiary in your estate plans, and we hope you will let us know if you do!

Contact us

For more information, or to discuss including Jefferson Land Trust in your estate plans, contact Chris Clark, Development Director, at (360) 379-9501 ext 102 or send her your inquiry through the contact form below.