Create a Legacy By including the Westerly Land Trust in your estate planning, you are protecting the natural beauty and environmental health of Westerly for future generations. Along with your financial gift, you will give… • The gift of open lands where all can learn about and enjoy the wonders of nature • The gift of clean water and air • The gift of solace and respite in a busy world • The gift of inspiration and reflection for all appreciators of natural beauty The Orchard Society If you are planning to include, or have already included, the Westerly Land Trust in your estate plans, please let us know. We would like to thank you for your generosity and welcome you to the Orchard Society. The Orchard Society is a group of forward thinking individuals who have demonstrated their love of and concern for the future of Westerly’s sense of place by supporting the Westerly Land Trust through their planned gifts. For those who donate a gift of $10,000 or more, we will plant a RI native tree in your honor in a Land Trust Preserve, with a plaque beside it acknowledging your legacy. The information provided below is not intended as legal advice. Please consult with your attorney or tax advisor when making your giving arrangements. All examples used within are for illustrative purposes only and are based on IRS regulations in effect at the time of their preparation. Thank you! In whatever manner you choose to give, and in whatever amount, we are grateful for your investment in the Westerly Land Trust’s future. Your planning today helps ensure the natural beauty and ecological integrity of Westerly tomorrow. Future generations will benefit from your foresight. You will truly have given a gift that lasts forever. Planned Giving Opportunities Bequests Through a Will or Trust The most popular and simplest way to make a planned gift is under your Will or Trust. You can provide a specific dollar amount, a percentage, a residual amount, real estate, or tangible property to the Westerly Land Trust. This provision can be made through a new Will or Trust or added as a codicil or amendment. The following sample language can be used to add a codicil to your Will: “I give to the Westerly Land Trust, with its principal business office at P.O. Box 601, Westerly, Rhode Island 02891 (insert written amount of gift, percentage of the estate or residuary of estate, or description of property) for its land conservation work.” A simple codicil as this may be attached to your Will at no cost. It need only be signed and dated by you and forwarded to your attorney. Gifts of Life Insurance Several options are available for making a charitable gift of insurance policies. With a relatively small outlay for premiums, you can make a substantial gift while obtaining tax benefits. The Westerly Land Trust can be named as the sole, partial, or contingent beneficiary of a new or existing policy. Also, a paid up policy can be donated to the Land Trust as the owner and sole beneficiary. Charitable Gift Annuity There are many ways to fund a Gift Annuity, but cash or appreciated stock are the most common. When transferring securities to the Westerly Land Trust, you can obtain an immediate charitable income tax deduction and avoid a portion of potential capital gains tax as well. In addition, your income can frequently be increased in the form of a lifetime annuity payment based upon your age. IRA Rollover and Pension Fund Gifts Often the largest part of one’s estate, these funds are some of the best ways to make a charitable gift because of the ease of initiation, particularly under recent legislation. Donating these assets to the Westerly Land Trust avoids potential double taxation under both income and estate tax provisions. The Land Trust can be named as a partial or contingent beneficiary of your retirement or pension plan. The Next Step If you’d like assistance planning and directing your gift to the Westerly Land Trust, please contact Kelly Presley at 401-315-2610 or execdir@westerlylandtrust.org.

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