Planned gifts can be made during your lifetime and through your will and estate planning. Options include:

• Gift directed through your will. Benefits include a reduction of estate tax liability.
• Land Trust as beneficiary of life insurance policy. Benefits include a current tax deduction and possible future tax deductions.
• Appreciated securities and stock transfers. Benefits include a fixed income stream during lifetime and capital gains tax reduction.
• Charitable Gift Annuity. Benefits include fixed income stream during lifetime and current year tax deduction.
• Charitable Remainder Annuity Trust (CRT). Benefits include fixed income stream during lifetime and current year tax deduction.
• Charitable Remainder Uni-Trust (CRUT). Benefits include fixed income stream during lifetime (with growth potential) and current year tax deduction.
• Charitable Lead Trust (CLT). Benefits include a reduction of estate taxes.
• Land Trust as beneficiary on Individual Retirement Account (IRA). Benefits include the ability to eliminate income tax on IRA distributions.
• Donor Advised Fund. Benefits include a reduction of capital gains tax and potential for principal to grow over time.

Download this Planned Giving Table of Options.

Note: The Deschutes Land Trust can provide information about how your planned gift can support the organization but cannot provide legal or tax advice. We encourage all supporters to seek independent financial and/or estate planning assistance.