Frequently Asked Questions

• I am unable to make a current gift, but I'd still like to support the Preserve in the future. Any ideas?

  An easy and low cost way to make a gift to our institution is to include our institution in your will or revocable trust. Gifts by Will are a major source of endowment support at our institution. Each individual legacy contributes to our financial strength and ability to meet the needs of our donors and their families. If you have not already done so, please consider putting the Preserve in your will or revocable trust. See our Bequest Language page for samples of how to do this. You can also designate the Preserve the beneficiary of life insurance, annuities, or retirement-plan benefits.

• What asset should I use to make my gift?

  While cash or a check is a simple way to make a gift, you might want to consider the following:

  Gift Type	Possible Benefits
  Cash	Current income-tax deduction
  Appreciated securities, such as stocks, bonds, or mutual funds	Elimination or reduction of capital-gain tax Current income-tax deduction Generate income
  Transfer of residential, commercial, or undeveloped real estate	Elimination or reduction of capital-gain tax Income- and estate-tax savings Generate income Relief from management
  Give us tangible personal property like art, books, or collectibles	A charitable income-tax deduction
  Make our institution the owner and beneficiary of life insurance or annuities	Income- and estate-tax savings

   

• Can I direct how the Preserve will use my gift?

  Most often the answer to this is “yes”!! Many donors direct that their gifts be used to fund programs, support specific areas of interest, or remember a loved one. Please be sure to discuss this when you make your gift.

• Why should I consider a gift to the Preserve?

  Gifts are made for many different reasons. Often gifts are made:

  • To express gratitude for the beauty of historic lands and gardens.
  • To honor a loved one.
  • To ensure the Preserve will remain a vibrant place for future visitors.
  • To celebrate a special occasion.

Please contact the Gift Planning Office for more information.