You can protect Iowa’s native species and spaces forever by including Bur Oak Land Trust in your planned giving.
Planned giving offers you a way to support what you care about—now and into the future. Our future programs depend on the partnerships we form today.
A legacy, or planned, gift allows you to leave a conservation legacy and help sustain the work of Bur Oak Land Trust, while also meeting your individual financial and estate planning goals. Depending on the gift arrangement and your circumstances, you may be able to avoid capital gains taxes, reduce your estate taxes, or receive an income tax charitable deduction in a variety of ways.
There are several ways to leave a legacy gift to the Bur Oak Land Trust. Some supporters have included us as a beneficiary of their will, retirement plan [e.g., 401(k), 403(b), IRA], or life insurance policy
Here are some ways you can make a legacy gift:
- Bequest. Allocate a specific amount, percentage or remainder of your estate or other assets to Bur Oak Land Trust in your will
- Gifts of cash, stock, or land
- Endowments through the Community Foundation of Johnson County
If you have already included Bur Oak Land Trust in your gift plans, please let us know!
If you are ready to take the first steps toward legacy giving, download the fillable form here: Planned Giving Form-fillable
If you would like to meet with Bur Oak staff to discuss your gift or would like the Planned Giving form mailed to you please contact Ashlee at 319-338-7030 or by email firstname.lastname@example.org.
Official name: Bur Oak Land Trust
Federal ID: 42-1104058
Principal place of business: 5 Sturgis Corner Drive, Suite 1250, Iowa City, IA 52246