Planned Giving

There are a number of easy giving options from which you can choose to help secure the protection of the A.T. – from naming the Appalachian Trail Conservancy as a beneficiary in your will; to a more complex trust arrangement. See planned giving options below: 

CHARITABLE GIFT ANNUITIES

In exchange for your gift of cash or stocks to the ATC, a charitable gift annuity can make secure fixed payments to you for life, save income and capital gains taxes, and after your lifetime leave a gift to the ATC.

Gift annuity rates range from 6 percent to 11.3 percent for donors age 65 to 90. Part of your gift annuity payments is tax-free. You also may receive a sizable income tax deduction. (*Rates vary with age and the financial market, please call for more recent rates).

We would be happy to provide a personalized gift illustration for you with financial calculations, an explanation of how the gift works, and information on how to complete the gift. (Minimums: Age 65, $10,000)

To request more information CLICK HERE.

CHARITABLE REMAINDER TRUST

You can donate real estate, highly appreciated stocks or cash to fund a charitable remainder trust that in return pays income for life, saves income and capital gains taxes, and also leaves a major gift for the ATC.

Again, we would be pleased to send a personalized gift illustration for you with financial calculations, an explanation of how the gift works, and information on how to complete a gift. (Minimums:  age 50, $100,000)

For more information, please email or call Royce Gibson 304-535-6331, ext. 122 or email [email protected].

BEQUEST

You can provide for the future of the Trail by naming the Appalachian Trail Conservancy as a beneficiary of your will or trust.  By doing so your estate may save taxes. Rather than leaving a sum certain, you can include language that refers to a percentage of your estate or a description of the property you wish to give.

For more information email us, or call us at 304.535.2200 x122 so that we can assist you through every step of the process.

CLICK HERE to see sample language

LIFE INSURANCE OR RETIREMENT PLAN BENEFICIARY DESIGNATION

You can name the ATC as a beneficiary of all or part of your IRA, 401(k), 403(b) or other retirement plan.  You may also include the ATC as a beneficiary of your life insurance policy.

For more information email us, or call us at 304.535.2200 x122 so that we can assist you through every step of the process.