A planned gift to the Rehoboth Land Trust is a flexible and creative way to give charitably while meeting your personal, family or financial goals. Creating a legacy gift can be an especially meaningful way to help the RLT to continue to conserve open space, protect wildlife habitat, and more. No matter your financial circumstances and charitable goals, there are planned giving options available to meet your needs.
Below are just some of the planned giving options for you to explore. Contact us today about any questions you have or to learn more about how gift and estate planning can benefit you and the beautiful landscape and natural resources of Rehoboth. Your inquiry is always confidential.
The most popular and easiest method of leaving a legacy gift is to include the Rehoboth Land Trust in your will or living trust. Your assets remain in your control during your lifetime and you can modify your bequest at any time.
Life Insurance Designations
When you name the Rehoboth Land Trust as the beneficiary of an individual or group term life insurance policy, the benefits from your policy pass to us free of federal estate tax after your lifetime.
Retirement Plan Gifts
Naming the Rehoboth Land Trust as the beneficiary of your IRA, 401k or other qualified retirement plan is a simple and tax-efficient way to benefit nature. These assets are subject to two taxes when left to heirs other than your spouse. When left to a qualified charity such as the Rehoboth Land Trust, the residue of your plan passes on to the Rehoboth Land Trust tax-free, avoiding both the estate tax and income tax.