Legacy Giving

 

Become a Nisqually Legacy Partner

Because so much of the Nisqually Land Trust’s work is about ensuring that the places we save today will be protected forever, legacy gifts – gifts left to us in estate plans by visionary donors – are indispensable. There is no better way to continue to make a permanent difference in land conservation.

We recognize and thank these generous donors as Nisqually Legacy Partners. And once you have arranged your estate gift, and with your permission, we will include your name among them. You will also receive an invitation to a special gathering every year.

We invite you to talk with us, whether you are in the early stages of estate planning or have already made your decisions. We welcome the opportunity to work with you. And we would be proud to recognize your generosity and thoughtfulness as a Nisqually Natural Legacy Partner.

Bequest

One of the easiest ways to create a lasting legacy in the Watershed is by leaving a bequest to the Nisqually Land Trust in your will.

Creating a will ensures that you can provide for the people, places, and causes that matter most in your life through your estate. Legacy giving is a way for you to make charitable gifts that integrate your personal, financial and estate plans.

Below is sample language for you to use in making a bequest.

Remember, you should always speak with your attorney or estate planning professional about the type of gift that will work best for you.

Bequest of a Specific Dollar Amount: “I hereby give, devise, and bequeath $_________ to Nisqually Land Trust, a nonprofit organization located at 100 Brown Farm Rd NE, Olympia, WA, 98516, Federal Tax ID #91-1484518, for Nisqually Land Trust’s general use and purpose (or for the support of a specific fund or program).”

Residual Bequests come to us after your estate expenses and specific bequests have been paid: “I hereby give, devise, and bequeath all (or state a percentage) of the rest, residue, and remainder of my estate, both real and personal, to Nisqually Land Trust, a nonprofit organization located at 100 Brown Farm Rd NE, Olympia, WA, 98516, Federal Tax ID #91-1484518, for Nisqually Land Trust’s general use and purpose (or for the support of a specific fund or program).”

Bequest of Specific Personal Property (Donation of Goods): “I hereby give, devise and bequeath DESCRIPTION OF PROPERTY to Nisqually Land Trust, a nonprofit organization located at 100 Brown Farm Rd NE, Olympia, WA, 98516, Federal Tax ID #91-1484518, for Nisqually Land Trust’s general use and purpose.”

Retirement Assets

Donating your retirement assets, such as your IRA, 401k, 403b, pension or other tax deferred plan, is a smart way to make a gift to the Nisqually Land Trust. Did you know that your retirement assets may be taxed at 60%-65% if you leave them to your heirs at your death? Another option is to leave your heirs assets that receive a step up in basis (such as real estate and stock) and give the retirement assets to the Nisqually Land Trust. As a charity, we are not taxed upon receiving an IRA or other retirement plan assets.

To leave your retirement assets to the Nisqually Land Trust you will need to complete a beneficiary designation form provided by your plan custodian. If you designate the Nisqually Land Trust as beneficiary, we will benefit from the full value of your gift because your IRA assets will not be taxed at your death. Your estate will benefit from an estate tax charitable deduction for the gift.

For additional giving opportunities, download our Planning Your Legacy brochure.

We are so grateful to the following individuals for including the Nisqually Land Trust in their estate plans. Their legacies will live on in the forests and streams they help to protect.

Gale Blomstrom
Ken Braget
Gladys Burns
Bartlett Burns
Caroline Feiss
Thelma Gilmur
Margery Sayre
Suzanne Shafer
Jane Willits
Elsie Woods
Polly Zehm

 

For more information, please call 360.489.3400.

The Nisqually Land Trust is a nonprofit, tax-exempt charitable organization under Section 501(c)(3) of the Internal Revenue Code. Donations are tax-deductible as allowed by law.