PLANNED GIVING
Make a contribution to Pocono Heritage Land Trust as part of your will. Planned giving can be tailored to your unique circumstances and provide long-term support to the Land Trust, while saving you significant amounts in estate, gift, and income taxes. Naming Pocono Heritage Land Trust as a beneficiary of your retirement plan assets, such as an IRA, or your life insurance policy, may also provide tax savings and help protect your assets.
MEMBERS OF THE LEGACY SOCIETY:
Donors who have left Pocono Heritage Land Trust in their will, unless otherwise noted:
HOW TO MAKE A PLANNED GIFT
Including Pocono Heritage Land Trust in your will is simple, even if one has already been created for you. Make changes to your will by executing an amendment called a “codicil.” Both your will and codicil should be drafted by a qualified attorney who specializes in estate planning
JOIN THE PHLT LEGACY SOCIETY
MORE INFORMATION
We welcome the opportunity to work with you and your professional financial advisor. To download our planned giving brochure click here (link coming soon). If you have any questions regarding a planned gift to Pocono Heritage Land Trust, or if you would like to inform us of your plans to bequest a gift: Contact Jennifer Shukaitis, Director of Development & Marketing at 570-424-1514 or email JShukaitis@phlt.org
COMING SOON
