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Planned Giving
A planned gift to Driftless Area Land Conservancy is a flexible and creative way to give charitably while meeting your personal, family or financial goals.
Creating a legacy gift can be an especially meaningful way to help DALC build trails, conserve open space, protect wildlife habitat, and more.
How It Works
Your financial advisor and DALC’s gift planning professionals can help you determine whether income from a gift plan or withdrawals from your retirement account would most benefit your heirs.
1. You name DALC as the beneficiary of a qualifying retirement plan through a beneficiary designation form, ensuring assets will not be included in your taxable estate. An extra step may be required to designate a 401(k).
2. After your lifetime, the residue of your plan passes to DALC tax-free and to any other named heirs.
3. Please let us know of your intentions so we can honor and celebrate your gift during your lifetime.
Life Insurance Designations
Making a beneficiary designation through your life insurance plan is an easy and affordable way to support the work of Driftless Area Land Conservancy. By naming DALC as the beneficiary of an individual or group term life insurance policy, the benefits from your policy pass to us free of federal estate tax after your lifetime.
Bequests
The most popular and easiest method of leaving a legacy gift is to include Driftless Area Land Conservancy in your will or living trust. Your assets remain in your control during your lifetime, and you can modify your bequest at any time. This offers you great flexibility as you plan for the legacy you want to leave behind.
Please consult our Sample Bequest Language below:
“I give Driftless Area Land Conservancy, a Nonprofit Corporation, incorporated in Wisconsin, and having its principal offices at 206 S Iowa Street, PO Box 323, Dodgeville, WI 53533, the sum of $ __________ (or alternately, _____ percent of the residuary of my estate), for its general purposes to protect the nation’s land and water resources.”
Retirement Plan Gifts
Naming Driftless Area Land Conservancy as the beneficiary of your individual retirement account (IRA), 401(k) or other qualified retirement plan is a simple and tax-efficient way to benefit nature. These assets are subject to two taxes when left to heirs other than your spouse. When left to a qualified charity such as DALC, the residue of your plan passes on to DALC tax-free, avoiding both the estate tax and income tax.
Please note: Each state has its own particular rules that are to be applied to planned giving documents and because the requirements for the gift to take effect vary depending on where you reside now or in the future, we strongly recommend that you have appropriate language drafted by an estate planning professional. The language we set out above is merely an example of language that has worked in prior situations but might not for your circumstances; thus, we do encourage you to consult with a lawyer or CPA who can be sure your intentions are carried out as you wish. We thank you again for your generosity.
Driftless Area Land Conservancy’s tax identification number (EIN) is 39-2017802.
We're Here to Help!
If you have questions about working with DALC, please email Director of Development, Angie Buelow.