Join IRLT

Planned Giving

Save the land and water you love for the people you love - Make a legacy Gift

JOIN THE LAGOON LEGACY SOCIETY - PLANNED GIVING AND ESTATE PLANNING

The Indian River Land Trust's vision is to preserve environmentally important land and water resources, protect scenic waterfront areas and to provide access for public recreation and education. If you share this vision, you can make the preservation and conservation part of your own legacy by making a planned gift to the Land Trust.

IRLT Make a legacy Gift A planned gift is a great way to ensure that future generations will continue to enjoy the unique character of Vero Beach and Indian River County while allowing you and your family to maximize the financial rewards of your philanthropy. These gifts are structured to help you realize the full range of the tax and income incentives provided by law to encourage your charitable giving.

If you have already made a provision for the Land Trust in your estate plan, please let us know so that we may acknowledge your gift. Thank you!

However you choose to give, we are grateful for your investment in the county's future. Your planning today helps ensure that its special qualities will be protected for future generations.

LOOKING FORWARD

The staff at the Land Trust can help you plan for tomorrow and receive maximum benefits today. If you have questions about planned giving options, or if you would like to make a gift please contact us at 772.794.0701.

We strongly recommend that you consult with your attorney, accountant and/or financial advisor in evaluating which options might be appropriate for you and in implementing a planned gift.

WAYS TO GIVE

Gift Type Description Conservation Benefit
Bequests Leave certain assets to the Land Trust in your will.
Sample Bequest Language:
I bequeath to the Indian River Land Trust, Inc. (Tax Identification Number 65-0059649), a nonprofit organization located in Vero Beach, Florida,
- The sum of __________ dollars; or
- All the rest, residue, and remainder of my estate; or
- An amount equal to _____ percent of the net value of my estate.
Bequests enable us to plan for future conservation projects and activities. Anyone considering such a gift should consult with Land Trust staff.
Charitable IRA Rollover Individuals who are at least 70 1/2 years old may transfer up to $100,000 from a traditional or Roth IRA to a 501(c)3 public charity. This can be a benefit if you have a highly funded IRA. Funds assist may assist the Land Trust with meeting immediate conservation priorities or you may direct funds for future care of the land.
Charitable Remainder Trust Place your assets in a trust, managed by an outside trustee. The trust pays you income during your lifetime, after which the remaining assets are donated to the Indian River Land Trust. Trust proceeds support the Indian River Land Trust and enable us to incorporate your donation into land protection endowments or other projects that may be directed by you.
Charitable Lead Trust Annual income from a trust is paid to the Indian River Land Trust during your lifetime, after which the remaining principle is given to a non-charitable beneficiary (or beneficiaries) such as children. Annual payments from the trust can support programs as you so direct.
Retained Life Estate You make a gift of real estate and retain the right to live on the property for life or a set number of years. Allows Land Trust and donor to plan for the appropriate use of the land donation and support conservation.
Note: This information is intended as general information, not specific legal or financial advice. You should consult your financial and/or legal adviser as to which options may be most beneficial for you.