Charitable Bequest
A charitable bequest is one of the easiest and most flexible ways that you can leave a gift to Placer Land Trust that will make a lasting impact.
Charitable Bequest
Property
Donor's Family
PLT
Benefits of a bequest
- You leave a lasting legacy to be remembered
- You lessen the burden of taxes on your family
- You may receive estate tax savings
- You have the option to become a Forever Society member, enjoying unique benefits like tours of Placer Land Trust properties, special events, and the opportunity to be recognized for your contribution (click here to learn more)
How a bequest works
A bequest is one of the easiest gifts to make. With the help of an attorney, you can include language in your will or trust specifying a gift to be made to family, friends or Placer Land Trust as part of your estate plan, or you can make a bequest using a beneficiary designation form.
Here are some of the ways to leave a bequest to Placer Land Trust
- Include a bequest to Placer Land Trust in your will or revocable trust
- Designate Placer Land Trust as a full, partial or contingent beneficiary of your retirement account (IRA, 401(k), 403(b) or pension)
- Name Placer Land Trust as a beneficiary of your life insurance policy
A bequest may be made in several ways
- Percentage bequest - make a gift of a percentage of your estate
- Specific bequest - make a gift of a specific dollar amount or a specific asset
- Residual bequest - make a gift from the balance or residue of your estate
How can I learn more?
How do I get started?
Contact us
If you have any questions about leaving a bequest to us, please contact us. We would be happy to assist you. If you have been so generous as to include a bequest to Placer Land Trust as part of your estate plan, please take the time to let us know. We would like to recognize you and your family for your generosity.
