Ozaukee Washington Land Trust

Legacy Giving

Legacy Giving

 

There is yet another way for you to express your commitment to land preservation, water quality, and habitat restoration. Through a planned gift to OWLT, you can ensure your impact lasts forever. Once you have provided for loved ones in your will, including OWLT in your estate plan will not only assist you in reaching and achieving your own philanthropic and charitable giving goals, but it will also allow OWLT to advance our conservation mission forever.

There are many charitable planned giving options available to you. For example, you can make a planned gift to OWLT by naming us as a beneficiary of your last will and testament, life insurance policy or retirement plan.

You can also name OWLT as a beneficiary of a charitable trust. Your attorney or financial advisor can advise you of the various types of charitable trusts and assist you in establishing a trust that is tailored to your personal needs.

Some of the above-mentioned planned giving strategies may have a greater tax benefit to you than others, so please consult with your attorney or financial advisor on which strategy would work best for you.

For further information on how to include OWLT in your charitable giving plans, please contact our OWLT Office at (262) 338-1794.

And, if you have already included OWLT in your estate plan, please let us know. We would appreciate the opportunity to thank and celebrate YOU!

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