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Planned Giving

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Safeguard a Lasting Legacy Through Planned Giving

Because so much of our land conservation work is about ensuring that the places we save today will be protected forever, there is no better way than planned giving to continue to make a difference for local land conservation many years from now.

CRLC welcomes donations from friends who – during their lifetime – make special provisions for the organization through future gifts or planned giving. These thoughtful gifts help us ensure that the land we love will remain as it is now for years to come.

Through careful gift planning, individuals can make significant contributions in the future that may not be possible during their lifetime. There is no minimum gift required and requests for anonymity are respected. Thank you for your interest in supporting the Capital Region Land Conservancy and for taking the time to explore the benefits of the many options for planned giving.

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Bequests

If you’d like to support the sustainability of CRLC but don’t feel you can make a significant gift at this time, you may want to consider a charitable bequest. A bequest under your will or living trust can complement your lifestyle and commitments today while supporting CRLC tomorrow.

A bequest can be a helpful option because…

  • It is not payable until death, so it does not affect your assets or cash flow during your lifetime.
  • It is revocable – you can change the provisions in your will or trust at any time, and
  • It is private – your will is not filed or made public until your death, and your living trust will always be a private document. 

A will or living trust is a very personal matter and should be prepared with an attorney. The following language is an example of how a bequest may be worded: I give, devise and bequeath to the Capital Region Land Conservancy, located at PO Box 17306, Richmond, Virginia, 23226, _______ percent of my estate (or $______ or other personal or real property appropriately described). Please let us know if you have chosen to leave a bequest to CRLC, so that we can thank you now.

Donor Advised Funds

Donor Advised Funds allow donors to make a charitable contribution, receive an immediate tax deduction, and then recommend grants from the fund over time.

Clients of Fidelity Charitable, Schwab Charitable, and BNY Mellon can easily make a grant designation to CRLC through the DAF Direct window on this page. 

Capital Region Land Conservancy’s tax I.D. number is 20-2797635.

Charitable Remainder Trusts

A Charitable Remainder Trust is a permanent transfer of assets to a trust made during life. During their life, the donor or chosen beneficiary is paid income (either a fixed percentage of the fair market value of the trust or a flat dollar amount). At the death of the donor, the remaining trust assets are transferred to CRLC and/or other named charitable beneficiaries. Some tax benefits may be available to the donor at the time the assets are transferred.

Corporate Matching Gifts

There are currently hundreds of companies in existence that will match the financial contributions their employees make to charitable organizations. Corporate matching gifts are a great way for friends to maximize personal contributions to CRLC and increase the impact of their gift. By taking advantage of a company’s matching gift benefit, you may be able to double or even triple the amount of a contribution. Some companies will even match gifts made by retirees and/or spouses. Inquire with your employer and/or spouse’s employer today to see if this is available in your workplace.

Retained Life Estate

A donor may generate a current income tax deduction by giving a home, land or farm to CRLC, while retaining the right to occupy, rent or otherwise use the property during the donor’s lifetime. The property will also be removed from the donor’s taxable estate.

Gifts of Insurance

A donor may generate a current income tax deduction by giving a home, land or farm to CRLC, while retaining the right to occupy, rent or otherwise use the property during the donor’s lifetime. The property will also be removed from the donor’s taxable estate.

Retirement Plan Gifts

Designation of CRLC as primary or contingent (after a spouse) beneficiary of a private pension fund (e.g., IRA, SEP, 401(k), profit sharing plan) can result in a very favorable planned gift from a tax perspective. A donor may simply designate the Capital Region Land Conservancy as a beneficiary on the plan’s “Beneficiary Designation” form.

This information is provided for general information purposes only and should not be considered tax advice. Specific information should be obtained from your attorney or financial advisor.

Remembering CRLC through planning giving offers an exceptional opportunity to leave a lasting legacy. For additional details contact Parker Agelasto at (202) 302-0153 or by e-mail at parker@capitalregionland.org.