The Westerly Land Trust

We greatly appreciate every level of support. Please let us know if you would like to keep your gift anonymous.

President’s Circle: $1,000+
With your gift of $1,000 or more, you will be invited to our Annual President’s Circle event, gain early access to event reservations and be recognized in our newsletter, A Sense of Place.

Preservationist: $500-$999
Protector: $250-$499
Conservationist: $100-$249
Family Membership: $50
Individual Membership: $30
Business Membership: $100

Orchard Society
By including the Westerly Land Trust in your estate plans, you will become part of the Orchard Society, a group of forward-thinking individuals committed to protecting the natural beauty, environmental health, and urban character of Westerly for future generations.

For those who make a planned gift of $10,000 or more, we will plant a native Rhode Island tree in a Westerly Land Trust preserve garnished with a plaque acknowledging your legacy.

In whatever manner you choose to give, and in whatever amount, we are grateful for your investment in Westerly Land Trust’s future. Your planning today helps ensure the natural beauty and ecological integrity of Westerly tomorrow. Future generations will benefit form your foresight. You will truly give a gift that lasts forever.

Planned Giving Opportunities

Bequests through a will or trust
The most common and simplest way to make a planned gift is through your will or trust. You can provide a specific dollar amount, a percentage, a residual amount, real estate, or tangible property to the Westerly Land Trust. This provision can be made through a new will or trust or added as a codicil or amendment. The following sample language can be used to add a codicil to your will:

I give to the Westerly Land Trust, with its principal business office at P.O. Box 601, Westerly, Rhode Island 02891 (insert written amount of gift, percentage of the estate or residuary of estate, or description of property) for its land conservation work.

A simple codicil as this may be attached to your will at no cost. It need only be signed and dated by you and forwarded to your attorney.

IRA Rollover and Pension Fund Gifts
Often the largest part of one’s estate, these funds are some of the best ways to make a charitable gift because of the ease of initiation, particularly under recent legislation. Donating these assets to the Westerly Land Trust avoids potential double taxation under both income and estate tax provisions. The Westerly Land Trust can be named as a partial or contingent beneficiary of your retirement or pension plan.

Gifts of Life Insurance
Several options are available for making a charitable gift of insurance policies. With a relatively small outlay for premiums, you can make a substantial gift while obtaining tax benefits. The Westerly Land Trust can be named as the sole, partial, or contingent beneficiary of a new or existing policy. Also, a paid up policy can be donated to the Land Trust as the owner and sole beneficiary.

Charitable Gift Annuity
There are many ways to fund a Gift Annuity, but cash or appreciated stock are the most common. When transferring securities to the Westerly Land Trust, you can obtain an immediate charitable income tax deduction and avoid a portion of potential capital gains tax as well. In addition, your income can frequently be increased in the form of a lifetime annuity payment based upon your age.

The Next Step
If you would like assistance planning and directing your gift to the Westerly Land Trust, please contact Jennifer Fusco [email protected] or 401-315-2610.