YOUR GIFT FOR FUTURE GENERATIONS 

Fallbrook Land Conservancy’s Legacy of Land program is designed to further our mission of the permanent protection of open space through estate planning gifts. These gifts create a legacy for the benefit of future generations of people and wildlife.

Legacy of Land gifts can take many forms. They can be direct donations to Fallbrook Land Conservancy, bequests from your estate, qualified contributions from individual retirement plans, or other options.

As a Legacy of Land donor, you will be recognized at our annual summer evening soiree, and in Fallbrook Land Conservancy’s Conservation Chronicle. You will be invited to join us on exclusive visits to preserves, some of which are closed to the public, and you will receive updates on how we are progressing toward our planned giving goals.

Choosing the Legacy Gift That’s Right for You

Making a legacy gift is an impactful way to show your support for Fallbrook Land Conservancy and its mission while accommodating your own personal, financial, estate-planning, and philanthropic goals.

Types of LEGACY GIFTS

Charitable Bequest: Designate a particular asset or a percentage of your estate to Fallbrook Land Conservancy by including a bequest provision in your will or revocable trust. It costs nothing during your lifetime, and it is easily revocable if your situation changes. Possible assets include stocks and bonds, a portion of retirement accounts, such as a 401k or IRA, or even valuable items like real estate, artwork or jewelry.

Charitable Remainder Trust: Contribute cash or appreciate assets to fund a Charitable Remainder Trust, which then pays a fixed annuity, either to the donor or to another individual, or both, for a term of years or for life. At the end of the trust term, the remainder is distributed to Fallbrook Land Conservancy.

Charitable Unitrust: A Charitable Remainder Unitrust is a charitable trust that pays a percentage of its principal, revalued annually, to the donor and/or other income beneficiaries the donor names for a term of up to 20 years, or life. After the term expires, the remainder of the unitrust is donated to Fallbrook Land Conservancy.

Lead Trust: A lead trust pays a fixed annuity amount to Fallbrook Land Conservancy for a term of years or for the lifetime of the donor or another individual, and after the expiration of the trust term, the remaining trust assets either revert to the donor or are distributed to designated remainder beneficiaries, typically children or grandchildren.

Retained Life Estate: Transfer a residence, vacation home, or farm to Fallbrook Land Conservancy, but retain the right to use (including rent out) or live in the property for life or a term of years. In exchange, you may receive an immediate income tax deduction.

Retirement Plan: Designate Fallbrook Land Conservancy as a beneficiary of your IRA, 401(k), or other qualified retirement plan.

Life Insurance: Name Fallbrook Land Conservancy as a beneficiary of your life insurance policy. You can also donate your policy and deduct future premium payments, or just name the FLC as a policy beneficiary.

This list is not comprehensive. Please consult with your estate attorney or tax advisor if considering naming Fallbrook Land Conservancy as a beneficiary of your estate.

LAND GIFTS

Land donated to the FLC by individuals and families have provided hundreds of acres of property now permanently protected. Donate land to the FLC or consider including FLC in your estate planning as a tax-deductible way to help permanently protect land.

1. Outright Land Donation in a Will

The land trust receives the land directly after the donor’s passing.

2. Conservation Easement in an Estate Plan

Protects the land’s natural values while allowing heirs to keep ownership.

3. Retained Life Estate

The donor gifts the land now but retains the right to live on/use it for life.

4. Gift of Property Sale Proceeds

Land is willed to the conservancy to be sold, with funds supporting conservation.

For more information on how you can preserve your land for future generations, view our land donation page.