Make an Estate or Planned Gift
Rails-to-Trails Conservancy (RTC) envisions an America fully accessible through a nationwide network of trails and greenways. Support from bequests makes a significant difference in what we can accomplish and brings us closer to our vision of a "connected" America. There is no greater legacy that we can leave to future generations.
Who Can Make a Bequest?
Naming RTC in your will is an effective way for people of all means to make a lasting gift for rail-trails. Many of our friends who would like to make a significant gift to RTC may need their capital for themselves and their families during their lifetime. They have discovered that by making a bequest through their wills, it is possible to provide for the future of RTC without neglecting other responsibilities.
A bequest to RTC is not subject to federal or state inheritance taxes. Your estate receives a tax deduction for the full fair-market value of your bequest. A will is essential if you wish to make a bequest to RTC. You should consult a lawyer whether you are making a will for the first time or adding a codicil to an existing will.
Become a Member of RTC's Heritage Circle
Should you decide to include RTC in your estate plan, you will be eligible for membership in RTC's Heritage Circle, which includes the following benefits:
- Special Heritage Circle correspondence;
- A complimentary copy of RTC's annual Rail-Trail Calendar;
- Acknowledgment in RTC's annual report and other publications; and
- Invitations to RTC receptions, conferences, and donor excursions
If you are interested in including RTC in your long term plans, learn more about the five ways bequests can be made to RTC.
To join the Heritage Circle, simply download and complete the enrollment form and return it to:
2121 Ward Ct. NW
Washington, DC 20036
If you wish to remain anonymous in RTC publications, indicate this on the enrollment form.
Please contact Katie McKinney at 202.974.5143 or email us if you have questions about planned giving.
Five Ways to Make a Bequest
Below are five ways you can provide for Rails-to-Trails Conservancy in your long range plans.
- A general bequest is the most popular type of charitable bequest. You simply leave a specified dollar amount to the designated charity.
Example: I bequeath the sum of $______ to Rails-to-Trails Conservancy, located in Washington, DC, to be used for its exempt purposes.
- A specific bequest allows you to leave RTC designated assets such as stock, real estate or items of tangible personal property such as artwork, jewelry, antiques, etc.
Example: I give, devise, and bequeath the following (describe property) to Rails-to-Trails Conservancy, located in Washington, DC, to be used for its exempt purposes.
- A residuary bequest is used to give RTC all or a portion of one's property after all debts, taxes, expenses and other bequests have been paid. It also may augment a specific bequest to RTC if the size of the estate allows, after ensuring that other beneficiaries receive their bequests prior to distribution to RTC.
Example: I bequeath the remainder of my estate to Rails-to-Trails Conservancy, located in Washington, DC, to be used for its exempt purposes.
- A percentage bequest is expressed as a percentage of the estate or of the residuary estate. If the size of the estate changes, the bequest to RTC will change in the same proportion.
Example: I give, devise and bequeath to Rails-to-Trails Conservancy, located in Washington, DC, for its exempt purposes ___ percent of (the rest, residue or remainder) of my estate.
- A contingent bequest is used to provide for the situation when a beneficiary dies before you or disclaims the property. To prepare for such an occurrence, consider naming RTC as the contingent beneficiary. This will ensure that the property will pass to RTC in one of these situations rather than to unintended beneficiaries.
Example: If ____(name of beneficiary)______ predeceases me or disclaims any interest in ____(description of property)_____, I give such property to Rails-to- Trails Conservancy, located in Washington, DC, to be used for its exempt purposes.
If you would like more information about making a planned gift to RTC, please contact Katie McKinney at email@example.com or at 202.974.5143.
The information that is provided is not intended as legal or tax advice. Please consult your attorney or accountant to discuss the legal or tax implications for your individual situation.