By planning a legacy gift to the Blue Mountain Land Trust, you are are playing a significant role in the protection of land, water, and habitat for generations to come. At the same time, you will receive meaningful tax and financial benefits for yourself and your heirs. 

How you can make a planned gift

No matter your income level, planned giving offers you a way to support what you care about in life. There are many ways to leave a legacy gift to the Blue Mountain Land Trust. Below are some of the most common ways to make a legacy gift.

  • Bequest: Allocate a specific amount, percentage or remainder of your estate or other assets to BMLT in your will.

  • Outright Gifts: A donation of cash, securities (stocks and bonds), real estate, matching gifts and gifts-in-kind.

  • Gifts of Stock: Transfer stock or other securities to BMLT. By donating appreciated stock, you could avoid paying capital gains taxes that would otherwise apply if you had simply sold the asset.

  • Retirement Plan Designation: Make BMLT a beneficiary of your IRA or other retirement plan.

  • Life Insurance Policy: Designate a specific amount or percentage of your life insurance policy to BMLT.

  • Charitable Remainder Trust: Establish a tax exempt trust that pays income to your loved ones. When the trust terminates, the remaining assets will be paid to BMLT.

  • Charitable Lead Trust: Fund a trust that pays income to BMLT for a period of time. At the end of the term, the remainder will be returned to you or your heirs.

If you have any questions or would like more information about planned giving, please contact Amanda Martino, Executive Director:

Please consult your financial adviser about making a legacy gift. Our federal tax ID number is: 91-1989279.

Photo by Mark VanDonge