Conservation is not something accomplished with a single act or in a single instance. Rather, conservation is a lifestyle and a lifelong commitment to a philosophy that we can take action to make the world a better place. What better way to immortalize a lifetime legacy of conservation than with a planned gift that will impact our Center’s work for generations to come?
We can help you create an estate plan that fulfills your family commitments, minimizes government taxes, and honors nonprofit organizations like the Avian Conservation Center, as demonstrated by the estate graph displayed here. Below are some of the ways we can help you craft this plan with your financial advisor.
Please contact our office at 843-971-7474 or at firstname.lastname@example.org for more detailed information or to schedule a personal meeting about making a planned gift.
Gifts “Anyone Can Make”
- Bequests in our Will or Trust
- Stock and appreciated securities
- Life insurance
- Tangible personal property
- Real estate
- Retirement plans
- Donor advised funds
Images courtesy of Thompson & Associates, Values-Based Estate Planning
Gifts That Pay Income
- Charitable Gift Annuities (Immediate, Deferred, and Flexible)
- Charitable Remainder Annuity Trusts
- Charitable Remainder Unitrusts
- Pooled income funds
Gifts That Protect Assets
- Charitable Lead Trusts
- Retained Life Estates
The simplest form of planned giving is a bequest in a Will. This is a deferred gift you make by naming the Center in your Will; you receive an estate tax deduction for the value of your bequest; this allows you to make a gift later without giving up cash now.
In order to make a bequest, you should speak with your attorney. Your attorney can help you include a bequest to the Avian Conservation Center in your estate plan. We have provided some basic bequest language for an outright bequest of a percentage of your estate below to assist you and your attorney.
I hereby give, devise and bequeath ____ percent (___%) of my total estate, determined as of the date of my death, to the Avian Conservation Center, a nonprofit organization located at 4719 Highway 17 N, Awendaw, SC 29429, with a mailing address of P. O. Box 1247, Charleston, SC 29402, Federal Tax ID #57-0966813, for the Center’s general use and purpose.
If you would like sample language for outright bequests of a specific dollar amount, personal property, or real estate; residuary bequests; or contingent bequests, please contact our office at 843-971-7474 or email email@example.com.