When you make a planned gift to Conservation Foundation, you ensure forever. You create a legacy so that future generations can see and enjoy all that makes this place along Florida's Gulf Coast so special.
A planned gift can take many shapes, depending on your situation. From a bequest to naming Conservation Foundation as the beneficiary to a life insurance policy or investment account, we can work closely with you to discuss the planned giving options that best meet your needs. Through a planned gift you will be making a wonderful and very important gift; saving our most cherished and sensitive lands, forever.
To explore a planned gift to Conservation Foundation, call Lee Ann Rodriguez at (941) 918-2100.
A bequest is one of the most common types of planned gifts. You can specify your bequest to Conservation Foundation of the Gulf Coast as a particular dollar amount, a percentage of your estate, the residue of your estate or a specific asset such as real estate or securities. Bequests offer you great flexibility; your assets remain in your control during your lifetime and you can modify your bequest at any time,
Sample Bequest Language
I give, devise, and bequeath to Conservation Foundation of the Gulf Coast, Inc., a nonprofit charitable organization with offices in Sarasota County, FL the sum of $____________ , (or alternately, _____ percent of the residuary of my estate), to be used for its general purposes.
Conservation Foundation of the Gulf Coast tax identification number: 20-0345249
Please let us know if you choose to make Conservation Foundation of the Gulf Coast a beneficiary of your estate plans. If you would like, you can provide Conservation Foundation with a copy of the relevant portion of your will or living trust so we can ensure that your wishes are carried out at the appropriate time. All donor information is strictly confidential. Please contact Lee Ann Rodriguez at (941) 918-2100.
A charitable gift annuity is a simple contract between you and Conservation Foundation of the Gulf Coast that offers a tax-advantaged way to provide for income during retirement. In the future, your gift provides support for the Foundation’s mission.
You can begin to receive income right away, or at a predetermined future date. You also can decide when the income payments begin within a future time frame, determined when you make your gift. In any case, your income is taxed at a favorable blended rate.
Naming Conservation Foundation of the Gulf Coast as a partial or full beneficiary of the remainder of your IRA or retirement plan can make a very meaningful gift. Distributions from retirement plans at the death of the survivor of the account-holder can be subject to both income and estate taxes. In some cases, taxes might leave less than 30% of the plan’s balance for your children or other heirs.
However, if you name the Foundation as the beneficiary, you avoid both income and estate taxes so 100 percent of the plan’s balance will be used to protect the unspoiled landscapes of Florida’s Gulf Coast for future generations.
You may name Conservation Foundation as the primary beneficiary of all or part of your plan, or secondary beneficiary after your family and loved ones. Simply contact your plan administrator for a beneficiary designation form, which may request some of the following information:
Legal name: Conservation Foundation of the Gulf Coast, Inc.
Business Address: PO Box 902, Osprey, FL 34229
Business Phone: (941) 918-2100
Taxpayer identification number: 20-0345249
Making a beneficiary designation through your life insurance plan is an easy meaningful way to leave a lasting legacy. By naming Conservation Foundation of the Gulf Coast as the beneficiary of an individual or group term life insurance policy, the benefits from your policy pass to us free of federal estate tax after your lifetime.