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Donor Stories

Kel Rossiter

Kel RossiterFor Kel Rossiter, access to public lands isn’t important just for him. Operating and guiding with Adventure Spirit Rock+Ice+Alpine in the Northeast, he has built his career around inspiring people to get outdoors and connect with nature. More

Dr. George Sardina

Dr. George SardinaWhile there are substantial tax benefits to providing for The Trust for Public Land through an estate plan, there are also powerful intangible incentives. Just ask Dr. George Sardina.... More

Will and Anne Smart

Will and Anne SmartTo Will and Anne Smart, loving nature means working to ensure that every child can enjoy being outdoors. Recently, they took the step to champion outdoor access for others by making a legacy gift to The Trust for Public Land.... More

Jim Ganahl

Jim Ganahl Jim Ganahl, a Minnesota musician with Southern California roots, wants to protect the natural places that he loves. Since childhood, he has experienced the power of nature, and he has watched, firsthand, as the natural world around him... More

Joan Seear

Joan Seear When Joan was a young girl, she dreamt of working in the outdoors. She grew up in Long Island, NY, three houses down from a farm, where she drove her neighbor's tractor and deepened her connection to nature. More

Lisa Cashdan and Peter Stein

Lisa Cashdan and Peter Stein In 1975, Peter and Lisa began a close, lifelong relationship with the Trust for Public Land, each contributing in different ways throughout the years. With the organization just a few years old, they joined a small team and began working side by side... More

eBrochure Request Form

Please provide the following information to view the brochure.

A charitable bequest is one or two sentences in your will or living trust that leave to The Trust for Public Land a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

Bequest Language

I hereby give to The Trust for Public Land, a nonprofit California public benefit corporation with business address of 101 Montgomery Street, Suite 900, San Francisco, California 94104, and with a tax identification number of 23-7222333, the sum of _________ dollars [or otherwise describe the gift or assets] for its general purposes and use at the discretion of The Trust for Public Land's Board of Directors.

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to The Trust for Public Land or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate, or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to The Trust for Public Land as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to The Trust for Public Land as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and The Trust for Public Land where you agree to make a gift to The Trust for Public Land and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.