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Planned Giving

When you decide to make a bequest to the Carolina Thread Trail, you’ll be joining supporters who have made a profound commitment to protect nature in the southern Piedmont for future generations. There are many different ways to make a planned gift to the Carolina Thread Trail. We will work closely with you and your advisors to develop the optimum plan for you and your family. Some of the more common options are listed below.

For more information, please contact our Development Director Alesia DiCosola at 704.342.3330, ext 205, or alesia@catawbalands.org.

AMONG THE MANY OPTIONS FOR RECEIVING TAX BENEFITS AND INCOME ARE THE FOLLOWING:

Charitable Remainder Trust

You may fund a charitable remainder trust with cash or appreciated property and receive income from the assets for your lifetime. Upon your death, the trust assets would be distributed to the Conservancy.

Charitable Lead Trust

You may contribute securities or other appreciated property to a charitable lead trust which makes annual payments to the Conservancy for a period of time. When the trust terminates, the remaining principal is paid to your heirs.