WaysToGive-EricJeffcoat

Estates and 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 your options below.

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.

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].

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. The Protecting Americans from Tax Hikes (PATH) Act of 2015, made permanent a number of provisions, including enabling taxpayers over 70 1/2 to make donations directly from an IRA and not be taxed on the amounts - up to $100,000 (The Charitable IRA Rollover).

For more information call the Senior Director of Development, Royce Gibson at 304-885-0458.