Planned Giving
A Partnership for the Future: The F&W Planned Giving Program
Planned Giving refers to a set of philanthropic mechanisms that can provide income benefits and tax savings for donors, while investing in the mission of F&W and supporting future generations of campers. Planned gifts are usually made out of accumulated assets, not from current, disposable income.
Planned gifts may be UNRESTRICTED, to be used for the area of greatest operational need, or DESIGNATED to a particular program or area, such as F&W’s Campership Endowment, where they will assist F&W campers in perpetuity.
Individual approaches to planned giving will vary based on age or financial planning goals. Through your investment in F&W’s future, your objective may be to:
- Create a source of life income
- Save on capital gains
- Save on gift or estate taxes
- Lower estate liability taxes or even create a tax-free legacy for your family
There are a number of gift options that will create tax savings and/or income benefits for you, while assisting F&W in carrying out its mission. The most frequently applied planned giving vehicle is BEQUESTS, which may take the form of:
- Cash
- Securities (Gifts of stock, bonds and mutual funds)
- Real estate holdings
- Tangible property such as art work
- Residuary or contingent bequests (gifts left to F&W in your Will)
- Retirement Contributions (see important note below!) (e.g. gifts from IRA, Keogh, tax-sheltered annuity, qualified pension, or profit-sharing plans)
Please use the following language in your Will, in the event that you would like to incorporate a bequest to F&W therein:
“I give (___ dollars/ __ percentage or all of the residue of my estate) to the Farm & Wilderness Foundation, a 501(c )(3) nonprofit organization located in Plymouth, Vermont, 05056, for the benefit of ____________________ (area of designation or program, unless “unrestricted” bequest).”
Other Planned Giving Options
Additional and more in-depth planned giving may include establishment of life-income gifts such as charitable gift annuities, charitable remainder trusts and pooled income funds, or contributions established through charitable lead trusts.
Making a Planned Gift to F&W
Please contact Kurt Terrell, Chief Development Officer at kurt@farmandwilderness.org or 802-275-8936, who can provide you and your professional advisor/counsel with more detailed information on these various planned giving tools, specific legal language, and additional information.
