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 Director of Development and Marketing Jessica Otto at 704.342.3330, ext 2221, or jessica@carolinathreadtrail.org.
Bequests
You may name CTT in your will in any one of a number of simple ways. An outright gift, either a designated dollar amount or specific property could be specified. You may also choose to give a percentage of your estate or name the CTT as a remainder beneficiary after specific sums have been paid to other beneficiaries.
Life Insurance
You may name CTT the owner and beneficiary of a life insurance policy.
Retirement Funds
You may make CTT a beneficiary of your IRA, 401(k) or other retirement savings plans.
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 Thread Trail.
Charitable Lead Trust
You may contribute securities or other appreciated property to a charitable lead trust which makes annual payments to the Thread Trail for a period of time. When the trust terminates, the remaining principal is paid to your heirs.