|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.|