When you include the Jackson Hole Land Trust in your estate plans, you are making a gift for future generations to experience the lands we all cherish. A planned gift is a lasting gift to ensure we have the resources to honor our commitment to protecting and stewarding the land under our care forever.
By making a planned gift to our organization, you may be able to provide yourself and your family with valuable tax benefits. Gifts to the Land Trust are not subject to gift or estate taxes. There are many ways to include the Land Trust in your estate plans. Some of these include:
Bequests: One of the most common and lasting forms of planned giving is a bequest. You can designate a specific dollar amount or percentage of your estate to be donated to the Jackson Hole Land Trust.
Charitable lead trusts: You can continue to contribute annually to the Land Trust for a specified term. This tool allows you to provide for your heirs while reducing gift and estate taxes. At the end of the term, trust assets can be transferred to your beneficiaries.
Charitable remainder trusts: This tool can provide income for you, your spouse or other beneficiaries. Upon death, a specific amount or percentage of your estate will be designated to your heirs and the remaining balance can be donated to the Jackson Hole Land Trust to avoid capital gains taxes.
Gifts of retirement plans/IRAs: You can designate the Jackson Hole Land Trust as a beneficiary of all or part of the remainder of your IRA or retirement plan. Distributions of your IRA or retirement plan to your heirs can be subject to income and estate taxes. By designating the Land Trust as a beneficiary, 100% of the balance can be used by the Land Trust.
Gifts of life insurance policies: If you have more life insurance coverage than is needed, you can consider transferring ownership of your policy to the Jackson Hole Land Trust in order to receive a charitable income tax deduction.
Gifts of real estate: Gifts of real estate to the Jackson Hole Land Trust can allow you to save on taxes and provide you with income. The Land Trust will accept gifts of real estate for conservation lands intended to be protected and real estate which is intended to be sold by the Land Trust to support our work.
Please contact your financial planner to discuss options that meet your estate planning and philanthropic needs.
We would like to thank those who have already included the Jackson Hole Land Trust in their estate plans.