Planned Giving

You can leave a legacy that lasts forever! There are many ways to support the Conservancy that work for people of all means, and at all stages of life. Read on to learn more about the options that are available.

Include us in your will or trust

The simplest and most common way to include the Monadnock Conservancy in estate planning is by making a charitable provision in your will or trust. This kind of charitable bequest can be a designated dollar amount, a percentage of your estate, or the residual amount remaining in your estate after all other obligations have been made.

You and your attorney may use this sample language:

“I herby give and bequeath ______ (dollar amount, or percentage, of residual of the estate) to the Monadnock Conservancy, 15 Eagle Court, PO Box 337, Keene, New Hampshire, 03431, for its general purposes.”

Donate all or part of your retirement funds

Retirement funds in many ways are the perfect asset to leave to charity, because – unlike your heirs – charitable beneficiaries do not have to pay any income taxes for receiving those funds. It is also quick and easy: You simply need to notify the custodian of your retirement funds that you want all or part of a particular fund to pass to the Monadnock Conservancy.

Donate the principal of your donor-advised fund

If you have a donor-advised fund (DAF), you might consider directing the organization sponsoring your DAF that you would like the principal of your fund donated at the end of your life to the Monadnock Conservancy, or to the Conservancy and other charitable organizations you care about at set percentages. See our donor-advised fund for more information. 

Establish a Charitable Gift Annuity

Charitable Gift Annuities (CGA) offer significant tax benefits along with financial flexibility. For example, you can receive income from the initial gift for the rest of your life or get it back after a set period.

A CGA requires a minimum gift of $20,000. The Conservancy partners with the National Gift Annuity Foundation to manage the CGA. For more information on the National Gift Annuity Foundation please visit nationalgiftannuity.org.

Name us as a beneficiary on your financial accounts

Naming the Monadnock Conservancy as a beneficiary on your financial accounts—such as retirement plans, bank accounts, and life insurance policies— costs nothing and doesn’t require a will or lawyer.

You add us as a beneficiary the same way you would add a loved one—or you can add us in addition to loved ones. All you need to do is contact your account provider and request a “Change of Beneficiary” form (you might find this on the provider’s website).

Please notify the Conservancy if you’ve included us in your estate plans so we can welcome you to the Monadnock Forever Society, which recognizes and celebrates you in many ways throughout the year. The generosity of people like you ensures that land conservation and stewardship in the beautiful Monadnock region continues for years to come.