Leaving a Legacy in Placer County

Therese Adams Head Shot“Not everyone can make donations during their lifetime; legacy giving is a way for everyone to make a gift to their community when they don’t need their assets anymore.” -Therese Adams, Esq.

You can help preserve the natural wonders of Placer County for generations to come by including Placer Land Trust in your will and/or estate plans. Placer Land Trust is a nationally accredited, private nonprofit organization working to protect Placer County’s natural and agricultural resources… Forever.

You benefit from making a legacy gift:

  • Membership in Placer Land Trust’s Forever Society
  • Current tax deductions
  • Potential capital gains tax benefits
  • Estate and gift tax benefits

Gifting Options to Consider

Bequests – a gift made after your lifetime
Securities – Potential capital gains tax benefits
Personal Property – Charitable deduction based on fair market value
Real Estate – Potential tax deduction
Retained Life Estates – Gift your land or residence now, but continue to live there for your lifetime
Trusts – Individually tailored estate plans to suit a donor\’s specific needs

Life Insurance and Retirement Account Balances
These are gifts that can be transferred at death to a named beneficiary with significant tax benefits.

Retirement Assets – Avoidance of two-fold taxation on certain retirement benefits
Life Insurance – Make a large tax-free gift with little cost to yourself

Forever Society

  • Veronica Blake Lovejoy

  • Kurt & Karen Bleuel

  • Norma Brink

  • Karen & Steve Killebrew

  • Graeme & Debra Plant

  • Dean Prigmore & Patrice Taylor

  • Nicole Spencer

  • Janet & John Voris

…and many much-appreciated anonymous members

Placer Land Trust’s Forever Society

If you have already included Placer Land Trust in your Will and/or estate plans, you are eligible to be part of our Forever Society. Forever Society Members enjoy special benefits like small tours of Placer Land Trust properties, special events, and the opportunity to be recognized for your contribution. You may also let us know of your intentions while remaining anonymous to the public.

Learn more about how you can recognize Placer Land Trust in your Will or Estate Plan here. Placer Land Trust\’s Tax Identification Number is: 68-0223143.

To join Placer Land Trust’s Forever Society simply send an e-mail to Jeff Darlington letting us know that you have included Placer Land Trust in your Will or Estate Plans. If you wish to remain publicly anonymous please indicate so.

If you would like more information about including Placer Land Trust in your Will and/or estate plans contact Jeff Darlington at 530-887-9222 or jeffd@placerlandtrust.org.