Develop a Lasting Legacy with Planned Giving
Planned Giving provides many advantages including reducing your estate’s tax burden while protecting and caring for environmentally significant land and water in Waukesha County for future generations.
Develop a Lasting Legacy for Waukesha’s Future
Simply name Waukesha County Land Conservancy as a
beneficiary of a sum of money, or a percentage of your estate in your will or
living trust. This revocable gift allows you the flexibility to revise your
wishes over time as life circumstances change.
Life insurance is a low-cost, simple way to make a significant planned gift. Do you have a life insurance policy that you no longer need now that your children are out of college and on their own? Name the Waukesha County Land Conservancy as a partial, contingent, full beneficiary or even the owner of your policy.
Designate the Waukesha County Land Conservancy as a full or partial beneficiary of your qualified retirement plan (IRA, 401(k), 403(b)) using a beneficiary form. Avoid possible taxes for IRA or retirement plans left to non-spousal relatives by naming the Waukesha County Land Conservancy as the beneficiary.
Turn stock market gains into an investment in Waukesha County Land Conservancy! Your gift of appreciated securities qualifies for a tax deduction based on the full market value of your stock and avoid capital gains tax that would otherwise arise from the direct sale.
You can give real estate you own but no longer need or want
to manage, like a vacation home, farm, or rental property, either during your
lifetime or in the future. Enjoy a tax deduction based on the fair market value
and avoid capital gains tax that would arise out of sale of the property.
Waukesha County Land Conservancy will assess the real estate for compliance
with our acceptance policies and determine if your property is a good fit for
our planned giving program.
What if you could support the Waukesha County Land Conservancy while also making your own retirement more financially secure? You can, with a special gift that can pay you income for life, reduce your tax burden and help your community. While it might sound complicated, it’s really quite simple.
If you have questions or want to learn more,
please email us or call at 262-875-3070 for more information.
The information on this website is not intended as legal or tax advice.
For such advice, please consult an attorney or tax advisor. Examples are for hypothetical purposes only and are subject to change.