Planned gifts help ensure the future financial security of the Conservators Center. We encourage you to become a part of our community, and we look forward to speaking with you regarding how you would like your gift distributed. If you are considering a planned gift, please contact Emily Jaffe at firstname.lastname@example.org.
Estates and Trusts
Will bequests or trust provisions provide an easy way to document a commitment to the Conservators Center without impacting the assets available to you during your lifetime. Most will bequests/trust provisions qualify for a charitable deduction from your estate and not a current income tax deduction. All gifts made via a will or trust provision should be designated to the Conservators Center, a 501(c)(3) charitable organization (Tax ID # 56-2149941). The following language is suggested for your use when preparing a will or trust document.
I give to the Conservators Center, Inc. of Mebane, North Carolina (Tax ID # 56-2149941) the sum of $…. OR (….% of my residual estate OR the following designated property) to be used to advance the goals and missions of the Conservators Center.
Individual retirement accounts or qualified retirement plans can be used to make a gift to the Conservators Center. As with a bequest or trust provision, a gift from your retirement plan may be fully deductible from your estate as a charitable donation. The Conservators Center can be given a stated amount or a percentage of the plan. Since most of these plans are funded with pretax dollars, using them to make a charitable gift can provide significant tax benefits.
Life insurance is another way to make a gift to benefit the Conservators Center, by assigning all or a percentage of the value to the policy to the Center. Your charitable deduction will depend on whether the policy is fully paid, new, or has premiums remaining to be paid. There are a number of options available with insurance gifts, so please email us at email@example.com to discuss your gift.
Charitable remainder and charitable lead trusts are two special types of charitable trusts that can be very beneficial to the donor and the charitable beneficiary(ies). The Conservators Center would welcome being named as a beneficiary. Due to manpower and resource limitations at this time, we are not able to serve as the trustee of these types of trusts.
Please email if you have any questions about making a gift to the Conservators Center.