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WAYS TO GIVE

Cash and Gifts from IRA’s

Patrick Sullivan

Patrick Sullivan

Start a conversation with Patrick, our Development Associate.

An outright gift of cash to RLHT is the most common method of giving and provides immediate funds for conservation initiatives. Please consult with your tax planner to ensure that donating cash is the most tax-wise way for you to support RLHT. One of the simplest and most tax-wise ways to include RLHT in your estate planning is through your IRA, 401(k), 403(b), or another retirement plan. Using retirement assets to make a gift while leaving other assets to your heirs results in a reduced tax burden to your estate or heirs. Completing a beneficiary designation form requires minimal paperwork and often can be accomplished directly on the retirement plan provider’s website.