Gift Planning Corner

Posted by Beth McNally, Estate Gift Administrator

A charitable bequest is a donation of personal property through your will to a charitable organization.

Bequests are simple to do and provide an easy way for donors to support the causes they care about after their lifetime. The Nature Conservancy depends on support from people who have named us as a beneficiary in their wills, trusts or retirement plans.

Making a bequest is one of the simplest ways to support the future of the Conservancy and it is easy to do.

  • Generally, the first simple steps to setting up your will are:
  • Compile important information about your assets and liabilities, family members and potential beneficiaries.
  • Consult an attorney who can advise you on ways to save money and taxes and ensure that your will or trust legally provides for your beneficiaries in the manner you direct.
  • Execute your will using the statutory method your state requires (usually handled by your attorney) and follow your attorney’s advice on where to keep your original will and copies. And, of course, if you have named us in your will, we would be most appreciative if you would share a copy with us!

If you are interested in making a bequest to the Conservancy, our gift planning experts, in consultation with your attorney, can guide you throughout the process and help you decide the best way to support conservation after your lifetime.

Bequests provide us with the confidence and the means to continue to move forward to protect Earth’s lands and waters for future generations.

Information that may interest you ...

Use your will to support nature. Find out how.

Find out more about gifts through your bequest.

Learn how to name the Conservancy in your will.

You can protect freshwater habitats and other natural places by making a planned gift with The Nature Conservancy. Contact us today.