Planned Giving Opportunities

Planned Estate Gifts

There are several important ways you can make revocable or irrevocable planned gifts to support our organization and provide the donor financial benefits as well.A planned gift is a useful method to offset gift and estate taxes, reduce your income tax and capital gains liability or establish an income stream for yourself or others.Many opportunities exist for donors who want to support our conservation work and establish significant tax advantages through their contributions.

Some Estate Planning Options

  • Bequests of Revocable Gifts through Wills, Trusts or Beneficiary Plans
  • Appreciated Assets such as Securities, Personal Property, Real Estate
  • Retained Life Estate
  • Irrevocable Life Income Gifts such as Charitable Annuity Trusts; Charitable   Remainder Annuities; Charitable Remainder Gift Annuities; Deferred Gift Annuities and Unitrusts and Charitable Lead Trusts

California Rangeland Trust is not in business to offer tax or legal advice to donors.However, we suggest that you consult your own financial advisor or attorney to discuss estate planning and an appropriate option for your own financial needs.We can offer you a referral to a qualified financial planner or legal advisor located throughout California depending on your particular area of the state.Please call our Development Office for a list of referrals or other information on planned estate gifts.

For more information please contact our Development Office at 916-444-2096.

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