Legacy Giving Ideas

Including the Greater Lovell Land Trust in your estate plan is a simple and powerful way to protect the lands you love for generations to come. It’s easy and costs you nothing during your lifetime. If your estate is subject to estate tax, legacy giving may result in considerable savings to your estate and your heirs. 

Planned gifts come in all shapes and sizes, and each is an expression of a person’s desire to make a difference and leave a legacy that lasts forever.

Please Note: We do not offer legal, tax, or financial planning advice. You’ll need to consult with your financial planning, tax, or legal advisors to see how legacy giving may fulfill your financial goals. Our Executive Director is happy to work with you and your advisors to consider and implement options.  

Provision in a Will or Trust

A common and simple way of supporting nonprofit organizations is by making a provision in your will or trust. The beneficiaries would include your heirs, of course, but many people also name charitable organizations. We appreciate your consideration of Greater Lovell Land Trust in your plans as a beneficiary. A gift in your will or living trust helps us protect the lands, waters, plants and wildlife you love.

Click on the options below to view sample language.

Beneficiary Designation

Another tax-wise way to leave a legacy gift to the Greater Lovell Land Trust is to designate us as a beneficiary to one or more of your financial assets.

You can help future generations have access to conserved lands that have been well-stewarded by designating the land trust to receive assets such as an investment or retirement account, a life insurance policy or a donor advised fund, among others.

You can determine the percentage of assets you designate for the land trust on a form that is entirely separate from your will. Not only is this an easy way to make a legacy gift, but it’s also flexible—you aren’t locked into the choices you make today. It’s easy to put a beneficiary designation in place. Contact your account administrator to obtain the correct form or visit your account holder’s website.