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.  

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.   

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 70 ½ years old or older and have a traditional Individual Retirement Account (IRA), you can use your required minimum distribution (RMD) to support Steep Rock through a QCD gift.  Contact your IRA administrator and ask that your RMD distribution be a direct charitable rollover to Steep Rock.  

 

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. 

Annuities & Trusts

Charitable Gift Annuities enables you to donate to Steep Rock and in return receive payments for life.  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! 


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.