Planned Giving for the Future

Planning Today for Future Generations

When you make a planned gift to San Bernardino Mountains Land Trust, you make a gift to future generations by ensuring they will be able to enjoy the beautiful natural lands in the San Bernardino National Forest we cherish today.

A planned gift can, depending on your situation, provide you and your family with tax benefits or guaranteed income. We will work closely with you to discuss, and endeavor to create, the planned giving options that best meet your family needs and fulfill your philanthropic vision.

Planned gift Options

Leaving A Bequest

A bequest is one of the most common types of planned gifts. Learn more about leaving a Bequest.

Considering including us in your estate plans or naming us in your will or trust? Find out more about wills and trusts

Life Income Gift

By establishing a life income gift, you may receive significant tax benefits and lifetime income. Learn more about Life Income Gift

Real Estate Gift

Making a gift of real estate to San Bernardino Mountains Land Trust can reduce your taxes, ease the demands of owning property, and even provide you with lifetime income. Learn more about Real Estate Gift

Retirement-Life Insurance Gift

To preserve your retirement assets after your lifetime, consider the benefit of using them through a planned charitable gift to San Bernardino Mountains Land Trust.

You may also name San Bernardino Mountains Land Trust as primary beneficiary of your life insurance policy or as contingent beneficiary should your other beneficiaries not survive you. After your lifetime, the benefits from your policy pass to San Bernardino Mountains Land Trust free of federal estate tax. Learn more about Retirement-Life Insurance Gift

Outright Gifts

Cash

Simple to make. Maximize your charitable deduction and provide funds for conservation immediately. Find out more about gifts of cash

Securities

Donating appreciated stocks, bonds or mutual funds is quick and simple and may provide you with significant tax benefits. Learn more about making a gift with stocks

Business Interests

Give an interest in a closely held or family business. Read more about gifts of business interests

Partnership Interests

Transfer an interest in a real estate or a business interest to the San Bernardino Mountains Land Trust, while honoring your life’s work and/or diversifying your assets. Find more about gifts of partnership interests

Personal Property

Donate books, artwork or equipment to support the work of the San Bernardino Mountains Land Trust and save on taxes. Read more about personal property

Real Estate

Donate residential, commercial or undeveloped real estate and provide support for conservation while saving on taxes and reducing responsibilities associated with property ownership. Learn more about gifts of real estate

Retained Life Estate Gifts

Give the San Bernardino Mountains Land Trust your house and continue to live there rent-free. Find out more about retained life estate gifts

Retirement Plan Gifts

Name the San Bernardino Mountains Land Trust as a beneficiary of your IRA, 401k and other qualified plan through this tax-efficient gift. Read more about gifts through your retirement plan

Gifts That Pay You Back

Charitable Gift Annuities

Support the natural world while providing fixed income for life—for you or up to two beneficiaries. May also provide significant tax benefits. Learn more about charitable gift annuities

Deferred Gift Annuities

Provide funds for conservation while meeting future financial needs. Defer your annuity payments and receive higher income payments—for yourself or up to two beneficiaries. This may also provide significant tax savings. Find more about deferred gift annuities

Pooled Income Funds

Secure lifetime income for yourself and deliver significant support to us. Similar to a mutual fund, your gift of cash or securities to our Pooled Income Fund is co-mingled with those of other donors and you receive a pro rata share of the fund’s dividends and interest. Read more about pooled income funds

Remainder Annuity Trusts

Provides income for life and tax benefits. Flexible funding options are available. Learn more about remainder annuity trusts

Unitrust Gifts

Meet multiple goals with our most-flexible life-income gift. May provide a hedge against inflation. Various funding options are available. Read more about charitable unitrusts

Other Types of Gifts

Charitable Bargain Sales

This part-gift/part-sale gives you a charitable deduction plus cash. Find out more about charitable bargain sales

Charitable Lead Trusts

Freeze the taxable value of your appreciating assets: use them to make gifts today, and then pass them on to family later. Read more about charitable lead trusts

Donor Advised Funds

Manage your charitable giving through this convenient, flexible and cost-effective alternative to establishing a private foundation. Learn more about donor advised funds

Goals and Benefits

Whatever your goals, there is a gift that is right for you. Consider the goals and benefits right for you and your loved ones

Personal Proposal

If you are interested in more information about a specific type of gift, please contact at [email protected].

San Bernardino Mountains Land Trust Legacy Society

Membership in the San Bernardino Mountains Land Trust Legacy Society is open those who wish to join the tradition of making a lasting gift. You may become a member of the Society by naming the San Bernardino Mountains Land Trust in your will or estate or by making a life-income gift. Learn more about the San Bernardino Mountains Land Trust Legacy Society