Great Blue Heron
Ways to Give

Leave a Legacy with Planned Giving

Extend your support beyond your lifetime by including Audubon Vermont in your estate plans
Great Blue Heron Photo: Audubon Photography Awards 2016
Great Blue Heron Photo: Audubon Photography Awards 2016
Ways to Give

Leave a Legacy with Planned Giving

Extend your support beyond your lifetime by including Audubon Vermont in your estate plans

What will your legacy be?

If you share Audubon's values and feel a personal responsibility for stewardship for our natural world, please consider extending your support beyond your lifetime by including Audubon Vermont in your estate plans. Extend your support beyond your lifetime by including Audubon Vermont in your estate plans.

Leaving a gift to Audubon Vermont in your will or trust, by beneficiary designation, or another form of planned gift can make a lasting difference to our work. Many gifts cost you nothing now, there is no minimum contribution, and you are not locked into a decision you make today.

There are many ways to make a legacy gift, including:

  • Making a gift through your IRA by designating Audubon Vermont as a beneficiary. This strategy may have important tax benefits for your heirs and your estate.  Please see our information sheet for guidance on beneficiary designation.
  • Naming Audubon Vermont as a beneficiary or partial beneficiary of a life insurance policy that has outlasted its original purpose.
  • Naming Audubon Vermont a successor beneficiary for your donor advised fund or the recipient of a portion of the remaining account value.
  • Setting up a charitable gift annuity agreement to provide lifetime income for yourself or members of your family and a gift to Audubon Vermont.
  • Naming Audubon Vermont or one of its programs in your will.

If you are interested in updating your will or adding a codicil to include Audubon Vermont as a beneficiary, please consult with your attorney. The following sample paragraph may be helpful to your attorney:

I bequeath __________ (dollar amount or % of estate) to the Vermont state program of the National Audubon Society, Inc., a not-for-profit organization, with its principal offices located at 225 Varick Street, 7th Floor, New York, NY 10014, for programs in the state of Vermont. Tax ID # 13-1624102.

Ready to take the next step?

Request more information

Download our complimentary planning guide

Contact us for additional information or for assistance in determining which type of gift may be right for you.

Jim Shallow, Managing Director, Audubon Vermont
802/434-3068
jshallow@audubon.org

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