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Legacy Giving

Photo: Courtesy of Peary Stafford

Steep Rock Association

Questions about giving? Contact us HERE or call (860)868-9131. 

By planning a future gift to Steep Rock, you are helping to save land and protect vital resources in and around Washington, ensuring that our preserves remain a treasure for generations to come. Explore giving options here on our website then consult your legal or tax advisor.   

Bequest Intention Form
Download Legacy Brochure
Meet Our Legacy Members

Bequests

Whether you designate a specific amount or leave a percentage of your estate, your legacy gift will empower Steep Rock’s conservation work in the future.   

Sample Will Language

Have you already included Steep Rock in your will or estate plan? Let us know using this Bequest Intention Form. 

Beneficiary Designations

Your retirement plans, life insurance policies, and annuities can all help advance conservation and protect the places you love.  

QCD

Qualified Charitable Distributions, also called IRA Charitable Rollovers. If you are 70½ years old or older, you can take advantage of a simple way to benefit Steep Rock and receive tax benefits in return. You can give any amount up to $100,000 per year from your IRA directly to a qualified charity like ours without having to pay income taxes on the money. This popular gift option is commonly called the IRA charitable rollover or qualified charitable distribution (QCD) >get started 

Retained Life Estate

Through a retained life estate, you may transfer ownership of your home, farm, or other property to Steep Rock while retaining the right to live there during your lifetime.  

Real Estate

Land with conservation value —such as wildlife habitat, historic or scenic qualities, or agricultural use—may be donated  to Steep Rock. Houses, buildings, and other developed real estate can be donated as trade properties: the sale of the property then provides funding for projects of greatest need. 

Trusts

A  Charitable Remainder Trust disperses  income to the trust beneficiaries for a specified time then donates the remainder of the trust to Steep Rock.  Charitable Lead Trusts allow you to  make near term charitable gifts then distribute the remainder interest to non-charitable beneficiaries.  

Get in touch

Do you have questions for our team? Let us know how we can help.  And, if you’ve already included Steep Rock in your will or estate plan, let us know.  We’d love to officially welcome you to Steep Rock’s Legacy Society! 

Contact US


BEQUEST POLICY

It is the general policy of Steep Rock that all gifts shall be presumed to be for all charitable purposes (i.e. unrestricted) unless there is an explicit restriction. This allows the organization to apply the funds to the most pressing needs at the time of funding.  Contact us for a copy of Steep Rock’s  gift acceptance. Make it right for you.  The information found on this page is intended for informational purposes only. We recommend consulting with your legal and tax advisor before making decisions involving your estate.

I [your name], of [city, state ZIP], bequeath the sum of $[ ] or [ ] percent of my estate to Steep Rock Association, a nonprofit organization with a business address of PO Box 279, Washington Depot, CT 06794 and a tax identification number 06-6069060 for its unrestricted use and purpose. 

Step into the intimate world of Diana Weymar’s textile art with an exclusive private preview of her latest exhibition, Everything I Touched, August 24 – October 19, 2024 with Kathy McCarver of KMR Arts. This private preview not only showcases Weymar’s distinctive pieces but also offers an in-depth look at the artist’s creative process and the motivations behind her work, which McCarver describes as an “intimate and human antidote to our loud, impersonal, mass-marketed world.” Private opening of the artist or preview before the opening with small group of people. Propose you pick an artist you’re excited about and do a private preview with cocktails and discussion.

Courtesy of: KMR Arts

Opening Bid: $250
Value: $400

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Matching Gifts

 Did you know many companies match donations made by employees, employees’ spouses, and retirees, allowing employees to DOUBLE their generosity and impact? 

Contact your employer today to see if they will match your gift.

QCDs

 If you are 70½ years of age or older, you can take advantage of a popular gift option called a qualified charitable distribution (QCD) also known as a IRA charitable rollover.  QCDs offer simple ways to benefit Steep Rock and receive tax benefits in return.

To learn more, visit here.

Stock or Wire

If you’d like to give a gift via wire or stock, please reach out to gifts@steeprockassoc.org for our account information.

DAF

You can donate through your donor advised fund in just three clocks on our website. 
When granting through your donor-advised fund, please use the following information:

Our legal name: Steep Rock Association, Inc.
Tax ID: #06-6069060
Mailing address: PO Box 279, Washington Depot, CT 06794

Check Donations

Please make checks payable to Steep Rock Association. Our mailing address is:

Steep Rock Association
PO Box 279
Washington Depot, CT 06794