Contact our office; together we can create your conservation legacy.
Pl anned Giving
Planned Giving Did you know there are creative ways to support HeartLands Conservancy? Ways in which HeartLands Conservancy, you and your loved ones all benefit at the same time? Such giving techniques are called “planned gifts”, because with thoughtful planning, you can create a gift that benefits both you and HeartLands Conservancy. By including HeartLands Conservancy in in your estate planning, you are protecting the natural beauty, the unique character, and the environmental health of Southwestern Illinois for future generations. It is also an important way for you to maximize the financial rewards of your philanthropy. Along with your financial gift, you are giving... • • • •
The gift of farmland protection, ensuring a source of local foods in the future The gift of open space; the protection of high quality natural areas for all to enjoy The gift of clean air and water The gift of a more sustainable future
HeartLands Conservancy is a 501(c)(3) nonprofit corporation, organized and registered in the State of Illinois, with a principal business address of 406 East Main Street, Mascoutah, IL 62258. For your use in planning, our federal tax identification number is 37-1273869.
www.HeartLandsConservancy.org HeartLands Conservancy 406 East Main Street Mascoutah, IL 62258 618-566-4451
Your Gift Will Last Forever
K n o w i n g Yo u r O p t i o n s
Ways to Give Bequests
One of the most popular and simplest ways to make a planned gift is through your will or trust. You can identify a specific dollar amount, a percentage, a residual, real estate or other tangible property that would be transferred directly to our HeartLands Conservancy. Your gift is free from federal estate tax, and there is no limit to the amount that you can leave. After your lifetime, your estate is able to take a charitable donation for the full amount of your gift.
Stocks - Mutual Funds
Gifts of stock, mutual funds or real estate offer an easy and tax-efficient way to make a lasting contribution to HeartLands Conservancy. Your gift will directly support the programs and services offered at HeartLands Conservancy while allowing you to avoid capital gains tax and reducing federal income tax.
Taking the Next Steps Life Insurance
HeartLands Conservancy can be named as the sole, partial or contingent beneficiary of a life insurance policy. If the gift is for a policy paid in full you will receive an income tax deduction equivalent to the cash value of the policy.
Retirement Plan Assets
Often one of the largest parts of one’s estate, pension plan assets including IRAs and 401(k)s, can easily be directed to Heartlands Conservancy by naming the organization as a beneficiary. This income, which would be taxable to heirs, can be passed to HeartLands Conservancy without taxation.
Charitable Remainder Trusts
In addition to substantial capital gains and estate tax benefits, a charitable remainder trust could provide you, or your heirs, with a source of income for up to 20 years. After a specified period of time HeartLands Conservancy would receive the principal (asset) to further conservation work.
Find out more about HeartLands Conservancy and the work we do by visiting www.HeartLandsConservancy.org
When you make a planned gift to HeartLands Conservancy, you join a growing number of visionaries who are committed to Investing in the Nature of Southwestern Illinois. Your interest in directing a planned gift to HeartLands Conservancy is greatly appreciated, and we want to work with you to ensure that your benefits are fully maximized, and that your gift is directed and recognized appropriately.
1. Discuss your wishes with
family and begin to plan.
2. Contact an attorney and financial advisor to evaluate your options. 3. Contact our office to plan and direct your gift, or to ask questions. HeartLands Conservancy 406 East Main Street Mascoutah, IL 62258 618-566-4451