Estates and Planned Giving
You can provide for the future of the Trail by naming the Appalachian Trail Conservancy as a beneficiary of your will or trust. By doing so your estate may save taxes. Rather than leaving a sum certain, you can include language that refers to a percentage of your estate or a description of the property you wish to give.For more information email us, or call us at 304.930.5054 so that we can assist you through every step of the process.
Charitable remainder trust
You can donate real estate, highly appreciated stocks or cash to fund a charitable remainder trust that in return pays income for life, saves income and capital gains taxes, and also leaves a major gift for the ATC.
Again, we would be pleased to send a personalized gift illustration for you with financial calculations, an explanation of how the gift works, and information on how to complete a gift. (Minimums: age 50, $100,000)
For more information, please email or call Lisa Zaid 805.844.2327 or email [email protected].
Life insurance or retirement plan beneficiary designation
You can name the ATC as a beneficiary of all or part of your IRA, 401(k), 403(b) or other retirement plan. You may also include the ATC as a beneficiary of your life insurance policy. The Protecting Americans from Tax Hikes (PATH) Act of 2015, made permanent a number of provisions, including enabling taxpayers over 70 1/2 to make donations directly from an IRA and not be taxed on the amounts – up to $100,000 (The Charitable IRA Rollover).
For more information call Lisa Zaid at 805.844.2327.