Planned Giving
​We hope you will consider the Oconee River Land Trust (ORLT) in your estate planning.  When you do, you are making a gift to conserve natural lands, protect water quality, preserve wildlife habitat, and enhance the quality of your life and the lives of future generations. A planned gift ensures our ability to sustain our commitment to protecting and stewarding land under our care.
 
A planned gift to ORLT may provide you and your family with valuable tax benefits, supplemental income, or the ability to continue living on the land you love. And, gifts to the Land Trust are not subject to gift or estate taxes.
 
There are many ways to include ORLT in your estate plans, such as: 
 
Outright Gifts:  This is the simplest gift usually with large tax benefits for the donor and maximum short-term benefit for ORLT.
 
Bequest Gifts:  One of the most common and lasting forms of giving which allows you, in your last will & testament, to designate a specific property, dollar amount, or percentage of your estate to be donated to ORLT.
 
Life Insurance Policies:  Transferring ownership of policy you may feel you no longer need to ORLT may allow you to receive a charitable income tax deduction.
 
Gifts of Retirement Plans or IRAs:  Distributions of your IRA or retirement plan to your heirs can be subject to income and estate taxes. By designating ORLT as a beneficiary, 100% of the balance can be used by ORLT.
 
Charitable Gift Annuities:  These can be funded with almost any type of asset and provide fixed supplemental income for the life of the donor and a flow of capital to ORLT upon the death of the annuitant.
 
Charitable Remainder Trusts:  Also fundable with a wide variety of assets, this can provide income for you, your spouse, or other beneficiaries. Upon death, a specific amount or percentage of your estate will be designated to your heirs, and the remaining balance can be donated to ORLT to avoid capital gains taxes.
 
Bargain Sales:  This is a combination gift and sale, where the donor sells an asset to ORLT at below-market price, whereupon ORLT sells the asset at market value.
 
Real Estate:  Donating land or property to a non-profit land trust can allow you to save on taxes, provide you with income, and allow you to continue living on your property. ORLT will accept gifts of real estate for conservation lands to be protected and for real estate intended to be sold (first & second homes, apartments, commercial buildings) by the land trust to support our work.
 
Please call your financial advisor or tax attorney to discuss options that meet your estate planning and philanthropic needs.
 
If you have questions, please call us at (706) 552-3138.