Planned Giving

One way to make an impact on conservation in Colorado, now and in the future, is through a planned gift to San Isabel Land Protection Trust. Gifts of life insurance or annuities or remembering San Isabel Land Protection Trust in your will may help you achieve your financial and estate goals while leaving a lasting legacy for future generations. These gifts may bring tax benefits as well.

Types of Planned Gifts

When considering one of the following gifts, please consult your financial advisor and San Isabel Land Protection Trust.

Your Gift

Benefits to you and San Isabel

Bequest in Your Will of Cash, Property or Estate Residue A bequest costs you nothing today, and gives San Isabel Land Protection Trust the promise of a strong future. Learn more about estate planning.
Charitable Gift Annuity or a Charitable Remainder Unitrust Donate a capital sum to San Isabel Land Protection Trust (or to a trust) and receive regular annual payments back. Benefits include attractive interest rates which are locked for life, and excellent potential for tax exemptions.
A Deferred Gift Annuity Receive deductions when you give property or cash to San Isabel Land Protection Trust, and receive income after a specified deferred date. Benefits include tax reductions for you today, and guaranteed income later.
Make San Isabel Land Protection Trust Your Retirement Plan Beneficiary This option allows you to leave less-taxed assets to your family, while eliminating income tax on your retirement plan assets.
Appreciated Securities Gifts of appreciated securities allow you to receive gift credit and an immediate income tax deduction for the fair market value of the securities, and you pay no capital gains tax.
A Life Insurance Policy (New or Existing Paid-Up Policies) This option creates a long-term gift to San Isabel Land Protection Trust that won’t draw funds from your estate, and may increase your ability to make a significant gift.
Charitable Lead Trust A charitable lead trust reduces your beneficiaries’ taxable income by first donating a portion of the trust’s income to San Isabel Land Protection Trust, and then transferring the remainder to your heirs after a specified period of time.
Real Estate Real estate which is gifted avoids being taxed for capital gains, and offers you an income tax deduction. Please read our estate planning page for more information on gifts of real estate.

For more information on planned giving, please contact us.

 

  • “When you sell the water, you ruin the land.”

    - John Brandenburg, Brandburg Centennial Ranch