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Planned Giving

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The Trust for Public Land can help you create a legacy of the wilderness, parks and open space that you love. Whether you're making a simple bequest, establishing a charitable gift annuity, or designating a retirement fund beneficiary, we can help you plan for your financial future while supporting your conservation goals.

We look forward to working with you, and we invite you to start building your legacy with The Trust for Public Land today.

I want to plan a gift based on my…

Giving Amount

  • Under $25,000
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  • $1 million or more

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The most popular options for a gift in this range:

  • Outright gift of cash
  • Outright gift of appreciated securities
  • Donor advised fund
  • Gift in will or living trust
  • Charitable gift annuity
  • Beneficiary designations

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The most popular options for a gift in this range:

  • Outright gift of cash
  • Outright gift of appreciated securities
  • Donor advised fund
  • Gift in will or living trust
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  • Beneficiary designations

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The most popular options for a gift in this range:

  • Outright gift of appreciated securities
  • Gift in will or living trust
  • Beneficiary designations
  • Charitable gift annuity
  • Charitable remainder trust
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The most popular options for a gift in this range:

  • Outright gift of appreciated securities
  • Gift in will or living trust
  • Beneficiary designations
  • Charitable remainder trust
  • Charitable lead trust

Age

  • Under 40
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  • 55-69
  • 70+

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The best gift options for you:

  • Outright gift of cash
  • Outright gift of appreciated securities
  • Donor advised fund
  • Gift in will or living trust
  • Beneficiary designations

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The best gift options for you:

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  • Outright gift of appreciated securities
  • Donor advised fund
  • Gift in will or living trust
  • Beneficiary designations

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The best gift options for you:

  • Outright gift of appreciated securities
  • Gift in will or living trust
  • Charitable gift annuity
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  • Outright gift of real estate
  • Charitable remainder trust
  • Charitable lead trust

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The best gift options for you:

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  • Gift in will or living trust
  • Charitable gift annuity
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  • Make a Tax-Free Gift With An IRA
  • Outright gift of real estate
  • Charitable remainder trust
  • Charitable lead trust

Assets

  • Cash
  • Appreciated Securities
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  • Real Estate
  • Tangible Personal Property

Cash

Most popular ways to give this asset:

  • Outright gift of cash
  • Gift in will or living trust
  • Charitable gift annuity
  • Donor advised fund
  • Charitable remainder trust
  • Charitable lead trust

Appreciated Securities

Most popular ways to give this asset:

  • Outright gift of appreciated securities
  • Gift in will or living trust
  • Charitable gift annuity
  • Donor advised fund
  • Charitable remainder trust
  • Charitable lead trust

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Most popular ways to give this asset:

  • Beneficiary designations
  • Charitable remainder trust
  • Make a Tax-Free Gift With An IRA
  • Donor advised fund

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Most popular ways to give this asset:

  • Gift in will or living trust
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  • Charitable remainder trust
  • Charitable lead trust

Tangible Personal Property

Most popular ways to give this asset:

  • Outright gift or bargain sale
  • Gift in will or living trust
  • Charitable gift annuity
  • Charitable remainder trust

Not sure how to get started?

Answer a few simple questions and we'll point you down the right path.

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  • How to Give Without Parting With Cash Today
  • Assembling Your Estate Planning Team
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A charitable bequest is one or two sentences in your will or living trust that leave to The Trust for Public Land a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

Bequest Language

I hereby give to The Trust for Public Land, a nonprofit California public benefit corporation with business address of 101 Montgomery Street, Suite 900, San Francisco, California 94104, and with a tax identification number of 23-7222333, the sum of _________ dollars [or otherwise describe the gift or assets] for its general purposes and use at the discretion of The Trust for Public Land's Board of Directors.

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

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a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to The Trust for Public Land or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

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You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

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You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to The Trust for Public Land as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and The Trust for Public Land where you agree to make a gift to The Trust for Public Land and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.

First name is required
Last Name is required
Please include an '@' in the email address

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