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Wills and Living Trusts

Conserve Land for Future Generations

A gift in your will or living trust is a simple yet powerful way to support conservation well beyond your lifetime. When you arrange a bequest to The Trust for Public Land, you join a growing number of visionary supporters committed to protecting land for future generations.

We are here to help you create your personal legacy by conserving land that you love. We can provide you with language to include in your will or living trust that designates a percentage of your estate to The Trust for Public Land. A bequest entitles your estate to an unlimited federal estate tax charitable deduction, and it helps to sustain our mission by providing financial strength and flexibility to address pressing conservation needs as they arise.

We invite you to start building your legacy by arranging a bequest to The Trust for Public Land today.

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Learn How to Fund It

You can use the following assets to fund a bequest:

  1. Contact Gardner Trimble at 415-800-5208 or Gardner.Trimble@tpl.org for additional information about bequests or to discuss including The Trust for Public Land in your will or estate plan.
  2. Seek the advice of your financial or legal advisor.
  3. If you include The Trust for Public Land in your plans, please let us know by getting in touch with Gardner Trimble.

Key Information
Legal Name: The Trust for Public Land
Address: 101 Montgomery Street, Suite 900 San Francisco, CA 94104
Federal Tax ID Number: 23-7222333

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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.

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