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A Legacy of Sustainability

Give to Watershed Management Group through Your Estate

Include Watershed Management Group in your estate plan to ensure that your charitable legacy lives on in a way that honors your values now and forever.

WMG works with the Center for Planned Giving and the Community Foundation for Southern Arizona to develop charitable giving options to determine the best way for you how to include WMG in your estate plan and ensure proper stewardship of your estate gifts.

For more information: Call Lisa Shipek, Executive Director, at 520-396-3266 x2 or call Leah Geistfeld at the Center for Planned Giving at 520-545-1117.

Types of Planned Gifts

Bequests. Through your will or trust, you gift a portion of your estate and in some cases, receive a substantial reduction in federal gift and estate taxes. You gift WMG with a set amount of money or make it a contingent beneficiary.

IRAs. WMG can help turn your Individual Retirement Accounts into tax-saving charitable gifts. Tax benefits allow more people to experience the joy of giving during their lifetimes.

Charitable Gift Annuities. Make a gift of cash or property to get immediate tax benefits, and ensure that you or a loved one receives fixed quarterly or annual income payments for life.

Charitable Remainder Trusts. Place cash or property in a trust that pays an annual income to you or another named beneficiary for life. After death, the remainder of the trust transfers to WMG. You receive income tax benefits the year you establish your trust.

Charitable Lead Trusts. Put cash or property in a trust that pays a fixed amount to WMG for the number of years you select. Once this period ends, the assets held by the trust are transferred to the beneficiaries you name. In some cases, you receive a substantial reduction in federal gift and estate taxes.

Life Insurance Gifts. Make WMG a full or partial beneficiary of your life insurance policy. It’s a simple way to make a significant charitable gift with tax benefits you can enjoy during your lifetime.

Retirement Account Gifts. Name WMG a full or partial beneficiary of your retirement account. It’s an easy way to leave a giving legacy without altering your estate plan.

Stock and Bond Gifts. Transfer an appreciated stock or bond to WMG. Save income tax and avoid the capital gains tax that would be imposed if you sold the securities yourself.