THE LAND CONSERVANCY OF SAN LUIS OBISPO COUNTY

Planned / Legacy Giving and Non-Cash Gifts

Planned and Legacy Giving

The Land Conservancy welcomes planned gifts which provide you the opportunity to ensure that the things you believed in and worked for in your lifetime are realized - even after you are gone.

Share Your Vision - Join the "Terra Firma Society"

As with any gift we hope you contact the Land Conservancy to discuss your wishes and desires for your gift. By doing so we can help insure that your wishes can be fully met.

By sharing you vision with us you can be part of the Terra Firma Society, an elite group of members supporting our organziation with special member benifits.

Non-Cash Gifts

• Securities: The Land Conservancy accepts securities and closely held securities. A gift of securities can result in valuable tax benefits to the donor. Discuss the possibilities with your financial advisor.
• Life Insurance: You can name the Land Conservancy as a beneficiary or contingent beneficiary of your life insurance policies. The Land Conservancy can also be named as the owner of whole life insurance policies.
• Retirement Plan Gifts: You can name the Land Conservancy as beneficiary of your retirement plans, such as pension plans, annuity contracts, 401(k) plans, and Individual Retirement Accounts (IRA). Note: If you are over 70 and a half, between now and December 31, 2009 you can donate from your IRA without incurring a tax penalty!
• Bequest by Will or Living Trust
• Charitable Lead Trusts -
• Charitable Remainder Trusts
• Life Income Arrangements
• Retained Life Estates
• Real Estate: Gifts of real estate may include developed property, undeveloped land, or a remainder interest in a personal residence, farm, or vacation home.

Information can also be obtained by contacting the Land Conservancy at (805)544-9096. We have made arrangements with local advisors to help you if needed.

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Be sure to visit the Important Documents, Bequest and Tax Information for Donors page for information which may help guide you in your decision.