Your planned gift will help protect the Indian River Watershed for generations to come.
When you let us know about your planned gift we can thank you for safeguarding the conservation of the lands and waterways, and connecting kids to nature, which are at the heart and soul of the Indian River Lakes region. These gifts will make a difference, each and every day.
Planned gifts can be as simple as including us in your will or donating your camp or retirement home and retaining a life estate. It’s a great way to leave a legacy at a time when nature, kids and families, and the lakes need you more than ever.
Gifts of Securities
Leave a legacy for the waters you know and love, for today, and for generations to come by donating stocks, mutual funds, or bonds.
We are always happy to meet or talk about these options with you. Your financial advisor can also help to guide you through the benefits of donating appreciated assets including how giving through stock can make a larger impact with the value you've earned over time.
Qualified Charitable Distributions (QCD)
Smart-tax ways to make an impact
A qualified charitable distribution (QCD) allows individuals who are 70½ years old or older to donate up to $100,000 total to one or more charities directly from a taxable IRA instead of taking their required minimum distributions.
As a result, donors may avoid being pushed into higher income tax brackets and prevent phaseouts of other tax deductions, though there are some other limitations.