Planned Giving: Leaving a Legacy

Perhaps you choose to live in northern Michigan or spend time here because the land inspires you. Maybe you feel connected to the land through family memories, a hiking trail, a pristine stretch of river, or your favorite stretch of shoreline.

As you think about the past and ponder your vision for the future, you may be considering how you can make a significant difference in conserving what makes northern Michigan so special — its unparalleled lakes, rolling hardwoods, scenic highways and blue-ribbon trout streams.

While planned gifts take many forms, they are the result of careful planning and an intention to make a lasting gift. These could include bequests made in a will, naming the Little Traverse Conservancy as a life insurance beneficiary, or using tax-wise giving options such as charitable gift annuities or remainder trusts.

Conservancy supporters who have made planned gifts have had an extraordinary impact on our work. Proceeds from planned gifts fund our endowment, ensuring our continued long term success and stability. Planned gifts help ensure that the Little Traverse Conservancy is stable and equipped to steward our many nature preserves, monitor our perpetual conservation easements, and continue to preserve significant natural and scenic lands in northern Michigan

  • Giving during your lifetime allows you to see the benefits of your gift.
  • Giving during your lifetime allows you to personally be involved with the Conservancy, ensuring your gift is used as you see fit.
  • Giving through your estate after your death provides clarity for surviving family members about your charitable intent.
  • Giving through your estate after your death supports the long-term sustainability of the Conservancy.
  • Giving through your estate after your death may reduce estate taxes.
  • A life income gift allows you to gift assets – including cash, securities or real estate – in exchange for a stream of income, with the remainder of the funds supporting the Conservancy.
  • Examples of life income gifts are charitable gift annuities, pooled income funds and charitable remainder trusts.
  • Diversification of your assets without incurring capital gains taxes
  • Lifetime income
  • Immediate income tax benefits
  • Reduction of estate tax
  • Meaningful support of the Conservancy
  • Working with your estate planning attorney or financial advisor, you can simply add an amendment, called a codicil, to your will or living trust.
  • Your bequest intentions  are completely under your control during your lifetime.
If you’ve already included the Conservancy in your estate plans, thank you very much — and please let Ty Ratliff, Director of Donor Relatio