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.

Retirement Plan Beneficiary 

 This option allows you to leave less-taxed assets to your family, while eliminating income tax on your retirement plan assets. 

IRA Distribution

 

 

 A qualified charitable distribution could help you reduce your taxable inome. With a qualified charitable distribution, you can exclude form taxable income any IRA funds directly transferred to a qualified public charity. (San Isabel Land Protection Trust is a 501 (c)(3) charitable organization.) Talk to your tax or financial advisor about whether a qualified charitable distribution is right for you.

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.

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.

 

  • "The Hood Family placed a conservation easement on our ranch because it gave us a chance to preserve the land as undeveloped property while allowing the operation of the ranch to continue to make ranching decisions as we have always done. It also provided funding to establish retirement funds and an investment portfolio, providing long-term income."

    – Keith Hood, fifth-generation rancher