Planned Giving

What kind of legacy will you leave?  You can play a part in preserving Wyoming’s open spaces, wildlife and ranching heritage for future generations while also fulfilling your financial goals.

Potential benefits of planned giving include:

 

  • Make a larger charitable gift than you could with other means
  • Pass assets on to your loved ones with reduced tax liability
  • Reduction of income taxes
  • Avoidance of capital-gains tax
  • Increase in disposable income
  • Elimination of estate taxes

Donors of planned gifts may specify how they want the proceeds of their gifts to be used to help WSGLT acheive its mission.  WSGLT staff can work closely with you and your financial advisor to determine what gift planning vehicle is the best fit for you. 

For more information, please contact Andrew Coulter, Development Director, at 307-349-7510 or andrew@wsgalt.org


Planned Charitable Gift Options:

Gifts of Appreciated Assets

These may include stocks or other securities, mutual fund shares, or real-estate. No capital-gains tax liability is realized on the gift of appreciated assets if they have been held for a year or more, and donors earn an income-tax deduction on the current, full-fair-market value of the gift.

Bequests

Bequests may be made through your will or revocable trust and may include financial assets, real estate, or other property. Donors may specify a specific asset or sum of money, a percentage of an asset or of their entire estate, or a residual amount after other heirs have been taken care of. Supporters may also designate WSGLT as a sole or partial beneficiary of a retirement plan such as an IRA or 401(k). Donors making gifts by bequest retain the flexibility of changing their bequests as their needs (and the needs of their heirs) change, and their bequests will pass to WSGLT free of estate taxes.

Charitable Remainder Trusts (CRTs)

CRTs allow WSGLT supporters to make gifts of securities, real estate, cash, or other assets, yet retain the right to earn income from those assets for a period of years or for life. Donors to CRTs incur no capital-gains liability and may earn a substantial income-tax deduction. Donors receive professional management of the CRT assets, and the income distributions may receive favorable tax treatment.

Charitable Lead Trusts

These can be established to provide support to WSGLT for a period of time, with the remaining assets eventually going to family members or other beneficiaries.

Gifts of Life Insurance

These may be made through a simple beneficiary designation and may include the entire policy or a percentage of it.

Gifts of Residence with Retained Life Estate (RLE)

RLEs allow WSGLT supporters to make a gift of a house, farm, or ranch but retain the right to continue to use it for the rest of their lives and earn a tax deduction based on their life expectancy.

 


Our Legacy Society

Jackie Griffith
Dr. John and Susie Lunt
Fred Kusel
Catherine Kusel
Pamela Dewell
Georgene Lebar Charitable Trust
Wood Ranch
Marcia Gladstone


Wyoming Stock Growers Land Trust

113 East 20th Street
PO Box 268
Cheyenne, WY 82003
P 307.772.8751 • email

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