Leaving the Best Legacy
As Jackson Hole becomes more popular and populated,
conflicts between conservation and exploitation
will only intensify. Consequently, the need
for the work and dedication of the Jackson
Hole Conservation Alliance will become more
and more important with each passing year.
Please consider a planned gift to the Conservation
Alliance. The unspoiled wildlands, clear vistas
and wildlife of Jackson Hole are the best legacy
we can leave for the future.
How does it work?
There are several ways to plan a gift to the
Conservation Alliance for the future. Many
of these options have tax benefits:
• Remember us
in your will with a gift of cash or other assets.
You can also give a percentage of your estate
or a residual amount of your estate.
• Name the
Jackson Hole Conservation Alliance in your life
insurance policy as a beneficiary, or transfer
a paid-up policy to us.
• Name us as a beneficiary
of your retirement plan or pension plan. Doing
so will eliminate the estate and income taxes
on those plans.
• A newly reinstated federal law allows
people over age 70 1/2 to make charitable gifts
up to $100,000 through 2009 from their traditional
IRAs tax free. Click
here for details.
How to make a planned gift:
Use the following language for your planned gift:
I hereby give, devise, and bequeath to Jackson
Hole Conservation Alliance (always spell out
our full name)
You may make a specific bequest as follows:
the sum of $__________ or
the property described as _____________________________________________
__________________________________________________________________
You may make a residual bequest of assets remaining
after all other specific bequests have been satisfied
as follows:
the rest, remainder and residue of my estate,
or
____% (or fractional interest) of the rest,
remainder, and residue of my estate.
You may make a contingent bequest to take effect
only if those named as primary beneficiaries
predecease you as follows:
If any or all of the above named beneficiaries
do not survive me, then I hereby give the share
that otherwise would be (his/hers/theirs) to
the Jackson Hole Conservation Alliance charitable
organization.
You may make a general bequest from your estate
as follows:
the sum of $__________, or _____%, or _____ fractional
interest of my estate.
Designations: (if for a specific project, program,
or use)
It is my desire and instruction that this bequest
to the charitable organization be used for the
following purposes: _______________________________________
_________________________________________________________________
Provisions
under the will can also be structured in such
a way as to utilize and fund additional life
income gifts or deferred gift arrangements.
The staff at the Conservation Alliance is unable
to give legal or tax advice, so please consult
with your lawyer and tax advisor when changing
the language in your will, trust, life insurance
policy, retirement plan or pension plan. If you
have any questions, contact
our office at (307)
733-9417. |