Do you want to leave a legacy of protecting land and water? If so, consider a planned gift to Tar River Land Conservancy. The variety of planned giving options available make it likely that you will find one that fits your personal, family, and estate circumstances. A planned gift can be tailored to meet your needs, while also providing TRLC with the funds necessary to ensure the organization’s long-term success. All planned gifts to TRLC will be handled in accordance with the organization’s Bequest and Planned Giving Policy.
What is a planned gift? The most common type of planned gift is a charitable bequest in a will. This method is as simple as providing your attorney with the following language to include in your will:
I give, devise and bequeath to Tar River Land Conservancy, a North Carolina non-profit corporation, presently located in Louisburg, North Carolina, having a federal tax identification number of 31-1742900, the sum of _______ dollars ($_____) or ______% of my estate to be used for its general charitable purposes.
Alternatively, you can designate a residuary bequest:
I give, devise and bequeath to Tar River Land Conservancy, a North Carolina non-profit corporation, presently located in Louisburg, North Carolina, having a federal tax identification number of 31-1742900, all (or ___%) of the rest, residue and remainder of my estate whether real, personal, or mixed, to be used for its general charitable purposes.
There are many other planned giving tools that you can use to make TRLC a lasting gift:
IRA and Pension Plans – Designate TRLC as a beneficiary of your individual retirement account, pension, 401(k) or other retirement savings plan.
Real Estate – Devise real property to TRLC in your will or convey the remainder interest in real property while retaining a life estate. Please contact us before planning or making any gifts of real property so that we can discuss together your wishes for the uses of the property.
Life Insurance – Designate TRLC as the beneficiary of your life insurance policy.
Charitable Remainder Trust – Receive percentage of trust assets during your lifetime and having the balance transferred to TRLC after your death.
Charitable Lead Trust – Designate TRLC to receive a payment from the trust assets for a specified number of years, after which time the balance is transferred to your heirs.
Charitable Gift Annuities – Receive a specified amount of income during your lifetime, while TRLC retains the balance of the gift after your death.
For more information, please contact Amy Edge, at (919) 496-5902 or by email at firstname.lastname@example.org. Please note that TRLC cannot provide you with legal or financial advice. Before making any planned gift to TRLC, you should consult with your attorney and financial advisor.