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.
Planned Gift Options
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.
Leaving A Bequest
A bequest is one of the most common types of planned gifts. Considering including us in your estate plans or naming us in your will or trust?
Life Income Gift
By establishing a life income gift, you may receive significant tax benefits and lifetime income.
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.
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.
Outright Gifts
Cash
Simple to make. Maximize your charitable deduction and provide funds for conservation immediately.
Securities
Donating appreciated stocks, bonds or mutual funds is quick and simple and may provide you with significant tax benefits.
Personal Property
Donate books, artwork or equipment to support the work of the San Bernardino Mountains Land Trust and save on taxes.
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.
Retained Life Estate Gifts
Give the San Bernardino Mountains Land Trust your house and continue to live there rent-free.
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.
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.
Deferred Gift Annuities
Provide funds for conservation while meeting future financial needs. Defer your annuity payments and receive higher income payments.
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.
Remainder Annuity Trusts
Provides income for life and tax benefits. Flexible funding options are available.
Unitrust Gifts
Meet multiple goals with our most-flexible life-income gift. May provide a hedge against inflation.
Other Types of Gifts
Charitable Bargain Sales
This part-gift/part-sale gives you a charitable deduction plus cash.
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.
Donor Advised Funds
Manage your charitable giving through this convenient, flexible and cost-effective alternative to establishing a private foundation.
Legacy Society
Membership in the San Bernardino Mountains Land Trust Legacy Society is open to 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.
If you are interested in more information about a specific type of gift, please contact us at info@sbmlt.net.