Designating a planned gift to The Conservation Fund is a creative way to give charitably while meeting other personal, family or financial needs.
Including The Conservation Fund in your will or trust gives you the maximum flexibility to continue using your assets during your lifetime.
Sample Bequest Language:
(Please note: Each state has its own particular rules that are to be applied to planned giving documents, and because the requirements for the gift to take effect vary depending on where you reside now or in the future, we strongly recommend that you have appropriate language drafted by an estate planning professional. The language we set out below is merely an example of language that has worked in prior situations, but might not for your circumstances; thus we do encourage you to consult with a lawyer or CPA who can be sure your intentions are given effect as you wish. We thank you again for your generosity.)
“I give The Conservation Fund, a Nonprofit Corporation, incorporated in Maryland, and having its principal offices at 1655 North Fort Myer Drive, Suite 1300, Arlington, VA 22209, the sum of $ __________ (or alternately, _____ percent of the residuary of my estate), for its general purposes to protect the nation’s land and water resources.”
The Conservation Fund’s tax identification number is: 52-1388917.
Charitable Gift Annuities
You can support the work of The Conservation Fund now and enjoy secure, fixed payments for life with a Charitable Gift Annuity (CGA).
A CGA accomplishes two goals—preserving the landscapes you cherish through a gift to the Fund and retaining income through fixed payments to you or your loved ones. A portion of the payments may be tax-free, and you will be entitled to a charitable income tax deduction. Contact us for current rates and deductions.
Try our gift annuity calculator to estimate your annuity payments and tax deductions.
Life Insurance Or Retirement Assets
You can also make The Conservation Fund the beneficiary of your retirement plan, bank account or brokerage account.
The Fund’s experts in real estate markets, portfolio management and tax policies will help you convert real estate—land, homes and commercial buildings—into capital for conservation.
Donor Advised Funds
If you have a Donor Advised Fund within a community foundation, a banking institution or another entity, consider directing grants to support the work of The Conservation Fund.