There are ways to support the Missouri Conservation Heritage Foundation and also meet personal financial needs.

With a planned gift you can leave a personal conservation legacy to benefit generations to come while enjoying capital gains and federal estate tax savings.

Listed below are some planned giving options that may work for you. Foundation staff would be happy to discuss your individual giving plan with you. Please contact us if you have questions.

We suggest that you consult your attorney or tax advisor about how tax benefits may apply to your specific situation.
The information you will need for your attorney is:

Legal name: Missouri Conservation Heritage Foundation
Headquarters: 2901 W. Truman Blvd, Jefferson City, MO 65102
Tax ID#: 43-1797156

The Missouri Conservation Heritage Foundation is a private, nonprofit charitable organization as described in section 501(c)(3) of the Internal Revenue Code. Donations are tax-deductible to the fullest extent allowed by law.

Planned Giving Options

Give appreciated stock or bonds held for more than one year. You will provide a larger gift to the Foundation—and avoid capital gains liability. Please print, complete and mail to us a Securities Transfer Request Form.

Put a bequest in your will (cash, specific property or a share of the estate residue). You will make a gift for the Foundation’s future that doesn’t affect your cash flow or portfolio now, but will provide an eventual estate tax deduction.

Suggested wording for bequests: I bequeath to the Missouri Conservation Heritage Foundation with its principal offices located at 2901 W. Truman Blvd, Jefferson City, MO 65102, the sum of $________ (or ____% of my residuary estate) for _______________ (insert the area(s) that you wish to support).

Create a charitable gift annuity or a charitable remainder annuity trust. You (or a designated loved one) will receive income for your lifetime, receive a charitable deduction and diversify your holdings.

Designate a life insurance beneficiary. You can name the Foundation as a beneficiary or contingent beneficiary on a life insurance policy. This beneficiary designation takes effect only upon your death (or the death of the survivor of you and your spouse). Accordingly, you are able to maintain full independence and control with respect to these assets during your lifetime and you can change the arrangements at any time prior to your death. You receive no income tax advantages with these techniques, but the assets will pass to the charity at your death without the necessity of probate and will qualify for a charitable deduction for estate tax purposes.

Establish a deferred gift annuity. Your benefits will be a larger deduction and a higher income rate than other life-income gifts offer.

Use real estate to make your gift to the Foundation through a conservation easement or outright land donation. You will avoid capital gains tax, receive an income tax deduction—and maintain your community and family heritage.

Create a charitable lead trust, which supports the Foundation for a fixed period with the principal going to your heirs. You will reduce gift and estate taxes and freeze the taxable value of growing assets before they pass to your family.

Contribute the partnership interest or closely held stock from a transferred business to the Foundation. You will avoid capital gains liability, receive an income tax deduction and utilize a gift you may have overlooked.