Planned Giving OpportunitiesPlanned 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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