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Estates and Planned Giving

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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 304.930.5054 so that we can assist you through every step of the process.

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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 Shalin Desai 304.930-.5054 or email [email protected].

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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 Shalin Desai at 304.930.5054.