Planned Giving

As you think about the past and ponder your vision for the future, you may be considering how you can make a significant difference in conserving what makes Sharon so special—its land and rural heritage.

While planned gifts take many forms, they are the result of careful planning and an intention to make a lasting gift. These could include bequests made in a will, naming SLT as a life insurance beneficiary, or using tax-wise giving options such as charitable gift annuities or remainder trusts.

Conservation supporters who have made planned gifts have had an extraordinary impact on our work. Thanks to early legacy gifts, we were able to become a secure, established land trust, better equipped to monitor perpetual easements. Proceeds from planned gifts fund our endowment, ensuring our long term success and stability.

1. Gift of Cash, Securities and / or Land

A gift of cash, securities or land is the often the easiest way to give to the Sharon Land Trust. This type of direct gift is tax deductible and helps us to preserve the rural character of our great town.

We accept outright gifts of land and conversation easements that fit with our mission. You can learn more about conversation easements and how they work here.

2. Bequest by Will

Giving a bequest by will is a great way to leave your legacy. This would involve naming the Sharon Land Trust as a beneficiary in your will by gifting a specific dollar amount or a percentage of your estate.

3. Life Insurance Policies

If you have a life insurance policy that is no longer needed to protect your family, you may consider gifting it to the Land Trust. With this option to give, you can often achieve income tax savings.

4. Retirement Plan Assets

You may choose to name the Sharon Land Trust as a primary or contingent beneficiary of all or a portion of your accounts. There are often some tax advantages involved with this great way to give

5. Charitable Trusts

A charitable trust allows your assets to provide a steady stream of payment to you, with the trust assets transferred to the Sharon Land Trust at the time specified. This type of giving is an outstanding way to give that provides an income tax reduction. If you fund the trust with appreciated assets, you may avoid capital gains tax on the appreciation. This type of trust can also reduce your estate taxes as well.

Learn More Today!

Contact us today to learn more about these great ways that you can give to the Sharon Land Trust and leave your legacy to the community you love.
Copyright 2015 Sharon Land Trust