By naming a trail or a scenic point on a preserve, you’ll help to save some of the most important lands in California. Show your appreciation or create a legacy for a loved one with a meaningful naming opportunity on a trail or scenic point. These significant recognition features are a rare opportunity to leave a lasting impression on this beautiful part of the world. If you would like to pursue naming a special place for your loved one, please contact Development and Communications Director Melissa Foster at (310) 541-7613 ext 202 or email: mfoster@pvplc.org.
As an Endowment contributor, you’ll provide ongoing resources for land protection and restoration on the Peninsula. The Conservancy’s first endowment gift was made by Arthur and Jeanne Hadley in 2015. The Hadleys particularly liked the fund would be forever invested, and would provide spendable funds from the interest earned on the investment. They liked the idea of providing ongoing support in perpetuity.
Planned giving is a win-win approach to philanthropic donations that supports The Palos Verdes Peninsula Land Conservancy and can benefit you now or in the future. Have you ever made a vehicle donation to benefit your favorite charity? If you have, you know that transferring assets is easy and it can provide tax benefits as well. Simply put, “planned giving” is the transfer of assets to the Palos Verdes Peninsula Land Conservancy during your lifetime or as part of your estate plan. This forward-thinking approach to giving is “planned” because often these assets are not liquid, have tax consequences and are generally transferred via a will or other written means.
Planned giving is easy to do and you don’t have to be wealthy to do it. Whether it is naming your favorite charity in your will or trust for a modest amount, or listing the Conservancy as a beneficiary of your retirement savings, or a gift of house and property, there is an easy option that is right for you.
A life insurance policy. Real estate. Stocks. Business holdings. A checking or savings account. These are all assets that can be leveraged in planned gifts.
In return for the donation of real estate, stocks or other assets, you can receive a series of regular payments.
Depending upon the type of gift, short-term and/or long-term tax benefits may apply. Donors at a variety of income levels can benefit. Be sure to consult with your financial or estate planner for more specifics.
Planned giving is not an “all or nothing” option. Gifts can exist side-by-side with other beneficiaries and personal priorities.
Designating a planned gift automatically makes you a member of the Palos Verdes Peninsula Land Conservancy’s Golden Poppy Heritage Circle. Golden Poppy Heritage Circle members receive recognition in publications and receive invitations to special events. In addition to the satisfaction of making a meaningful gift, most planned gifts have immediate and/or long-term tax benefits. The chart below can help you find the type of gift that is right for you. Consult with your financial advisor or estate planner and join the the Palos Verdes Peninsula Land Conservancy’s Golden Poppy Heritage Circle today.
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Donor Profile
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How it Works
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Benefits to Donors
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Suggested Gift Type
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Donors at any age or income level
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Gift of any amount through a will, trust, life insurance policy or IRA
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Estate tax benefits
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Bequest
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Donors of any age, most often middle-aged Good for complex or appreciated assets
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A gift of cash in return for varisable payments (% of gift) Upon passing, remainder is distributed to the Conservancy
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Annual income that can adjust over time; act as hedge against inflation May avoid capital gains taxes on appreciated assets Income tax charitable deduction in year of gift
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Charitable Remainder Trust
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Older donors who want to help the Conservancy and have liquid assets (such as stocks, CDs, savings accounts) Middle-age donors who want to provide income for their parents or others
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A gift of cash or stock in return for fixed payments to the donor for life Upon passing, remainder is distributed to the Conservancy
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Security of fixed income for life Knowledge it is guaranteed by organization Income tax charitable deduction in year of gift
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Charitable Gift Annuity
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Older donors who own their own homes
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A gift of primary resident, vacation home or other property
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Donor can continue to live in or use property Income tax charitable deduction in year of gift
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Retained Life Estate
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Anyone considering a planned gift should consult tax and/or legal advisors to determine the consequences of making a gift.
Call us at 310-541-7613 ext 202 or email mfoster@pvplc.org to begin your conversation with the Palos Verdes Peninsula Land Conservancy.
If you have any questions, please contact Melissa Foster, Development and Communications Director, at (310) 541-7613 ext. 202, or mfoster@pvplc.org
Palos Verdes Penninsula Land Conservancy is a California non-profit Community benefit organization incorporated in 1988. Taxpayer ID #: 33-0309722
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