Planned Giving

Planned Giving

Please Join the UVTA Legacy Society

If charitable giving is important to you and you are committed to local trails as necessary pathways to nature, better health and stronger communities, we are ready to help you leave a powerful legacy through the Upper Valley Trails Alliance.

Please know that you do not have to be a millionaire to have a significant impact on UVTA and trails in the Upper Valley. UVTA has a relatively big footprint thanks to our alliance and partnerships, but we have a small staff and lower budget.

While we are providing some basic information below, please call us so that we can discuss the best approach for you.

What is Planned Giving?

Planned giving is a win-win approach to philanthropic donations that allows you to support UVTA while also benefitting you financially, depending on how you make your gift. If you have ever made a donation of goods to benefit a charity, then you already know that transferring assets is easy and it can also provide tax benefits. Simply put, “planned giving” is the transfer of assets to a designated nonprofit organization during a lifetime or as part of an estate plan. This forward-thinking approach to giving is “planned” because often these assets are not liquid, have tax consequences and are generally transferred via a will or other written means.

Tailored options and can provide generous tax benefits:

Planned giving is easy, and whether you decide from many options whether and how to give. For example, you could give to UVTA in your will or trust or include us as beneficiaries on your life insurance policy or IRA. Other options include, life insurance policy, real estate, stocks, retirement account, or a checking or savings account. Once you decide how to give your legacy, most planned gifts have immediate and/or long-term tax benefits. An estate-planning attorney or financial advisor can help you find the type of planned gift that is right for you.

Lasting Impact

Your planned gift will help ensure the sustainability of UVTA in a way that reflects your charitable goals and preferences. We guarantee that your gift will be put to good uses, and generations of Upper Valley citizens and trail users will benefit.