Planned Giving Options

Planned giving options are diverse and can be tailored to meet your needs and the needs of your favorite streams and forests. Learn more about your options below.

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Planned giving options are diverse and can be tailored to meet your needs and the needs of your favorite streams and forests.

 

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

 

  

Gift Option

Benefits for you

Gift directed through your will.

Reduction of estate tax liability.
Land Trust as beneficiary of life insurance policy.

Current tax deduction and possible future tax deductions.
Appreciated securities and stock transfers

Fixed income stream during lifetime and capital gains tax reduction.
Charitable Gift Annuity

Fixed income stream during lifetime and current year tax deduction.
Charitable Remainder Annuity Trust (CRT)

Fixed income stream during lifetime and current year tax deduction.
Charitable Remainder Uni-Trust (CRUT)


Fixed income stream during lifetime (with growth potential) and current year tax deduction.
Charitable Lead Trust (CLT)

Reduction of estate taxes.
Land Trust as beneficiary on Individual Retirement Account (IRA)

Eliminate income tax on IRA distributions.
 Donor Advised Fund


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.