Planned Giving

What Will Your Conservation Legacy Be?

Planned gifts are one of the best, most effective ways to ensure Connecticut’s natural and working lands are conserved in perpetuity. There is no minimum age or gift amount required to create a conservation legacy, just a desire to create a greener, healthier Connecticut for future generations.

By remembering CLCC in your estate plans, you join others who share a similar passion for conserving the places that make Connecticut special.

CLCC is committed to partnering with you to help Connecticut’s land trusts conserve more land and ensure it remains protected forever. Your thoughtful estate planning enables you to provide not only for your loved ones, but also for the special places and organizations that you value the most right now.

Keney Park Hike Middle Schoolers Looking Through Binoculars ABP

$1,000 Match When You Include CLCC in Your Planned Giving

Boost your commitment for the future by helping CLCC earn challenge grant dollars today.

For each person who includes CLCC in their planned giving, an anonymous donor will make a $1,000 contribution to CLCC, up to $20,000. This means your future commitment to saving land will help right now.

How does it work?

First, name CLCC in your will or living trust or as a beneficiary of your retirement or financial account.

Then, let us know you’ve included CLCC in your estate plans by completing the Statement of Intent form and sending it back to us.

It’s that easy — You’ll be leaving a conservation legacy, while helping CLCC to unlock matching funds today.

Why People Choose to Make a Bequest

It is not payable until death, so it does not affect your assets or cash flow during your lifetime.
It is revocable – you can change the provisions in your will or trust at any time.
It is private – your will is not filed or made public until your death. Should your circumstances change, you can change your will at any time.

Tax-Savvy Planning

Depending on the size of your estate, and if it is subject to estate taxes, your gift could help lower your taxable estate. You won’t receive tax benefits during your lifetime if you make a gift via your Will.
To receive tax benefits during your lifetime you would donate a gift of cash, stock, or life estate.

Tax-Savvy Ways to Give

Bequest in a Will or Trust

Make a gift to CLCC through your will or trust and protect Connecticut’s natural resources in perpetuity.

How it works:

Choose to give a discrete asset or a percentage of your estate to CLCC by including a bequest provision in your will or revocable trust. Do this while creating your will or trust, or while amending one. CLCC may be named as a primary or contingent beneficiary.
- Download Sample Bequest Language document »
Should you choose to restrict your bequest to a specific program, or wish to donate property, real estate, or business interest, please contact CLCC to ensure your wishes can be met. We ask that you share your intent with CLCC to help us plan for the future and fulfill your vision.
- Fill out the online Statement of Intent Form » OR
- Download a PDF Statement of Intent Form »
CLCC receives the gift after your lifetime and applies it to the purpose(s) you specified. Unrestricted charitable gifts are used at the discretion of the Board of Directors or directed to endowment.
Your gift is fully deductible for federal estate tax purposes, and there is no limit on the deduction your estate can claim. In addition, a bequest is typically exempt from state inheritance taxes.

Planned Giving via an IRA

Planned Gift of Life Insurance

Work with a professional advisor to make a gift of a life insurance policy to CLCC.

How it works:

Name CLCC as both owner and beneficiary of your policy. After your lifetime, CLCC will receive the full cash payout. Note that a policy ownership transfer requires you to keep paying premiums during your lifetime to keep the policy active.
Policy ownership transfers are considered donations and any charitable donations can significantly reduce your taxable estate.
You may also deduct any premiums you pay as part of the donation and even claim a further deduction for some of the policy’s value, generally up to 50% of your adjusted gross income.

Gift of Appreciated Stock

Getting Started

If you would like more information about participating in CLCC’s Planned Giving Program, or have another gift planning question, please contact us at 860-852-5512. We are excited to work with you, and your trusted professional advisors, to create the best plan for your unique situation.

Already named CLCC in your estate plans? Let us know by sending us a completed Statement of Intent form.

Fill out the online Statement of Intent Form » OR

Download a PDF Statement of Intent Form »

CLCC’s Tax ID number is 06-0613430. We are located at 27 Washington Street, Middletown, CT 06457.