LEAVE A LASTING LEGACY FOR ALABAMA’S ENVIRONMENT
Leave a legacy of a beautiful and healthy Alabama by making a gift to Conservation Alabama Foundation in your will, trust, donor advised fund, brokerage account, or retirement fund.
WILL OR TRUST
One of the best ways to protect and preserve Alabama’s natural resources for future generations is by leaving a gift to Conservation Alabama Foundation in your will or trust.
You may choose to take care of family first and name us to receive a specific amount or percentage of your estate. Alternatively, you may consider naming us as a contingent beneficiary, so Conservation Alabama Foundation is next in line to receive a gift after your loved ones. Simply discuss your wishes with your attorney or estate professional and provide our legal name and tax identification number:
Conservation Alabama Foundation | Tax ID# 20-8420116
The following sample language can be used to leave a gift in your will or trust:
“I nearby give and bequeath $___, or ___ percent of the residue of my estate to Conservation Alabama Foundation, a nonprofit Alabama corporation exempt from Federal taxation under Section 501(c)3 of the the Internal Revenue Code, Federal tax ID number 20-8420116.”
You may also include Conservation Alabama Foundation as a beneficiary of retirement accounts, brokerage accounts, or donor advised funds.
Check your account statement for the phone number and website of your account administrator, and request or download a beneficiary designation form. You may designate Conservation Alabama Foundation as a partial, contingent, or sole beneficiary of your account. Then, simply sign and return the form to your plan administrator and keep a copy for your files.
JOINING THE LEGACY SOCIETY
The Legacy Society honors individuals who protect the people and places they love by providing future support to Conservation Alabama Foundation through a planned gift.
To notify us of your gift plans, or to discuss planned giving opportunities, please contact:
Brittany Stuber | 205.533.6178 | firstname.lastname@example.org
Gifts to Conservation Alabama Foundation, a 501 (c)3 nonprofit corporation, are tax-deductible.
The information on this page is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your gift.