Planned giving refers to a suite of tools that allow you to make a gift to support forest conservation today that will also provide you or your designated beneficiaries with income into the future. Planned giving approaches offer lifetime income, reduced estate taxes, and charitable income tax benefits, all while allowing you to do more to support New England Forestry Foundation’s conservation efforts. Options for this type of gift include:
- Charitable Remainder Trusts – Transferring assets to a Charitable Remainder Trust instructs the trustees to make distributions to you or another primary beneficiary. When you or the primary beneficiary can no longer receive distributions, the assets go to NEFF to support conservation.
- Charitable Lead Trusts – Transferring assets to a Charitable Lead Trust gives income to NEFF for a specified number of years, at the end of which the principal in the trust passes to a beneficiary designated by the donor.
- Charitable Gift Annuities – Similar to Charitable Remainder Trusts, Gift Annuities take the form of a contract between NEFF and the beneficiary rather than a trust. By transferring an asset to NEFF, NEFF agrees to pay you or a designated beneficiary a percentage value of the asset on a quarterly or annual basis. The percentage is based on the age of the beneficiaries.
For more details on making a simple bequest to NEFF, please visit our Leave a Bequest page.
For more details on making a gift of land to NEFF, please visit our Donate Your Land page.