Not surprisingly, many of us feel uncomfortable when talking with others about end-of-life planning. Despite sometimes uneasy feelings, considering how we want our legacy to continue on is a wonderful opportunity. For many of us, providing for families and loved ones is our number one priority, but estate planning is also a great way to incorporate support for the causes we care most about. No amount is too small! These gifts are often more substantial than a donor may have initially imagined, as they are deferred until the estate is settled. Charitable bequests can also defray estate or gift tax burdens.
DNRT’s Legacy Society recognizes individuals who have put DNRT in their will or estate plans. Your generosity ensures the continued protection of Dartmouth’s natural resources for people and nature, forever. Legacy Society members will receive invitations to exclusive events and be recognized in DNRT publications unless, of course, they wish to remain anonymous.
There are a number of ways to contribute to DNRT through a planned or “deferred” gift. The simplest way to do this is to include DNRT in your will. Bequests can take many forms, including cash, property, life insurance, and stock. If life circumstances change, these gifts can always be modified. Another way to include DNRT in your estate planning is to name DNRT as a beneficiary of your retirement plan through the forms provided by the plan administrator.
We’ve created a new webpage with more detail about the various ways you can support DNRT through a legacy gift at dnrt.org/plannedgiving. This year we plan to host a members only information session where those interested in learning more about planned giving can gather over refreshments and educate themselves about the different options and the processes. Keep an eye out for details in future mailings.
DNRT cannot give tax or legal advice, so we advise anyone considering a legacy gift to DNRT to seek professional guidance. If you’re interested in more information, or if you’ve already included DNRT in your estate planning, please contact Nick Wildman at (508) 991-2289 or email@example.com.