Gift & Estate Planning
Gift & Estate Planning

The Heritage Club is a group of donors who have chosen to make a profound impact on the future of The Conservation Foundation through a planned gift.  Gifts of life insurance, annuities or remembering The Conservation Foundation in your will enable you to achieve your financial and estate goals and leave a legacy of land for future generations.  These gifts often come with some beneficial tax incentives as well.

Types of Planned Gifts
When considering one of the following gifts, please consult your financial advisor and The Conservation Foundation’s Advancement Office.

Your Gift Benefits to you and The Conservation Foundation
Bequest in Your Will of Cash, Property or Estate Residue A bequest costs you nothing today, and gives The Conservation Foundation the promise of a strong future.
Charitable Gift Annuity or a Charitable Remainder Unitrust Donate a capital sum to The Conservation Foundation (or to a trust) and receive regular annual payments back. Benefits include attractive interest rates which are locked for life, and excellent potential for tax exemptions.
A Deferred Gift Annuity Receive deductions when you give property or cash to The Conservation Foundation, and receive income after a specified deferred date. Benefits include tax reductions for you today, and guaranteed income later.
Make The Conservation Foundation Your Retirement Plan Beneficiary This option allows you to leave less-taxed assets to your family, while eliminating income tax on your retirement plan assets.
Appreciated Securities Gifts of appreciated securities allow you to receive gift credit and an immediate income tax deduction for the fair market value of the securities, and you pay no capital gains tax.
A Life Insurance Policy (New or Existing
Paid-Up Policies)
This option creates a long-term gift to The Conservation Foundation that won’t draw funds from your estate, and may increase your ability to make a significant gift.
Charitable Lead Trust A charitable lead trust reduces your beneficiaries’ taxable income by first donating a portion of the trust’s income to The Conservation Foundation, and then transferring the remainder to your heirs after a specified period of time.
Real Estate Real estate which is gifted avoids being taxed for capital gains, and offers you an income tax deduction.




Sample Bequest Language

With thanks for the conservation work I have witnessed as a member or supporter of The Conservation Foundation, I give, devise and bequeath to The Conservation Foundation, Naperville, Illinois, an Illinois not-for-profit corporation, the sum of $ _________ (or description of specific property or asset).

As you make plans for the future distribution of the assets you have worked so hard for, thank you for remembering The Conservation Foundation.  We would be happy to talk through your plans and answer any questions you may have.  You can contact Chere Hayes, our Director of Advancement at 630-428-4500, Ext. 117 or chayes@theconservationfoundation.org.