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Goals & Benefits

There are many ways to make a gift to Tri-Valley Conservancy. Take a look at some of the options designed to help you to achieve different goals, and feel free to contact us with questions.

Your Goal

Your Strategy

Your Benefits

Make an important impact to Tri-Valley Conservancy that doesn't cost you anything during your lifetime, but that is priceless as part of the legacy that you leave behind.

Include a gift from your will or trust (cash, specific property, or a share of the estate).

A great way to provide resources that help Tri-Valley Conservancy maintain our traditions.

Avoid capital gains liability and take an income tax deduction.

Use appreciated property instead of cash to make your gift.

Buy low and give high — while avoiding capital gains tax.

Leave more of your estate to your heirs.

Name Tri-Valley Conservancy as beneficiary of your retirement plan, and leave less-taxed assets to family.

Eliminate income tax on retirement plan assets, and free up other property to pass to your heirs.

Create a long-term gift that won't draw funds from your estate.

Create a new life insurance policy, or donate a paid-up policy of coverage you no longer need.

Increase your ability to make a significant gift to Tri-Valley Conservancy.

Tap into one of your most valuable assets to make a gift to Tri-Valley Conservancy.

Use real estate to make your gift to Tri-Valley Conservancy.

Avoid capital gains tax and receive an income tax deduction.




The material presented on this Planned Giving website is not offered as legal or tax advice.
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