Make a Legacy Gift

Please consider the following options for supporting our work:

Your Will. Please consider a gift in your will or living trust. It can be a specific bequest of cash, stock or other property, or your gift could be a percentage of your remaining estate after specific bequests have been made.

Charitable Remainder Trust. You may also transfer assets to a Charitable Remainder Trust and receive income from the Trust, as well as a charitable deduction for a portion of the assets transferred. The annual income distributed by the Trust must be at least 5 percent of the value of the Trust assets. We will receive the remaining Trust property upon your death.

Charitable Lead Trust. Again, you'll receive a charitable deduction for a portion of the assets transferred to a Charitable Lead Trust. We receive a fixed amount of annual income from the Trust for a specific period of time, after which the remaining Trust property is distributed to your other designated beneficiaries.

IRA or Pension Plan. You may name Lake Waramaug Conservancy as a beneficiary (or percentage beneficiary) in your IRA, profit-sharing plan or pension plan. Your plan administrator can provide you with the appropriate form.

Life Insurance. You may name Lake Waramaug Conservancy as a beneficiary (or percentage beneficiary) in a life insurance policy. This is one technique in which a relatively modest contribution (the policy premium) can result in a substantial charitable gift.

Conservation Easements. If your property is within the Lake Waramaug watershed, we would be pleased to hold a conservation easement on this property to limit its future development. A conservation easement can also be granted in your will.

Real Estate with Retained Life Estate. Real estate in any location may be conveyed to us as a charitable gift, with a life estate reserved by you for your lifetime use.

Note: Please see your attorney or financial advisor for professional assistance. We are a duly qualified 501 (c) (3) organization and should be shown in any legal document as: Lake Waramaug Task Force, Inc.