IRA Beneficiary Designation
"Throughout my careers with The Nature Conservancy and the Rubenstein School of Environment and Natural Resources at UVM, I was continually inspired by the profound impact individuals can have in advancing environmental stewardship and meaningful change. Shelburne Farms’ mission to inspire and cultivate learning for a sustainable future resonates deeply with my values and life priorities. In support of that mission, I have chosen to designate a portion of my IRA to the Shelburne Farms Institute for Sustainable Schools. It is my hope that this contribution will help empower students through transformative educational experiences - equipping them with the knowledge, curiosity, and commitment needed to lead us toward a more sustainable future." - Carolyn Goodwin Kueffner
Creating a Lasting Legacy
A planned gift is one of the most meaningful ways you can show appreciation for Shelburne Farms and support our mission. You may be able to save on taxes, receive income for life, or enjoy other financial benefits - all while creating a lasting legacy that helps Shelburne Farms to thrive for years to come.
You don’t have to be wealthy or a certain age to plan for loved ones and make an impactful legacy gift. Explore giving options on our website or contact us to discuss estate planning opportunities.
Naming Shelburne Farms as the beneficiary of your retirement plan or life insurance policy is a quick and easy strategy, entirely separate from your Will, that requires no lawyers or fees.
Bequests
Including Shelburne Farms as a beneficiary in your Will or Living Trust is a simple and thoughtful way to create a lasting legacy.
Gifts That Pay You Income
Do you want to support Shelburne Farms but worry about having enough income for yourself and your loved ones? Partnering with the experts at the Vermont Community Foundation, you can turn cash or securities into a Charitable Gift Annuity that pays you fixed payments for life while offering an income tax deduction and ultimately benefiting Shelburne Farms.
Gifts That Protect Your Assets
If you want to make an impact at Shelburne Farms now, and provide for your family later at a reduced tax rate, consider setting up a Charitable Lead Trust. This type of trust is an irrevocable financial planning tool designed to provide support to a designated charity (or charities) such as Shelburne Farms for a fixed period of time, with the remaining assets eventually going to family members or other beneficiaries.
Legacy Donor Stories
Estate Planning FAQs
An estate plan is a crucial aspect of your financial wellness. Having a plan ensures that your wishes are honored after you are gone and your loved ones and the organizations you care about are taken care of. Estate plans indicate who will pay your final expenses and who will receive your assets such as financial accounts, stocks, life insurance policies, personal property, and real estate. Plans generally consist of one or more documents such as a Will, Trust, and/or beneficiary designation forms.
Questions?
Through careful gift planning, people often discover that they are able to have even greater impact than they had imagined possible. Bequests naming Shelburne Farms as beneficiary help to ensure that the Farm’s groundbreaking EFS (“Education for Sustainability”) programs and partnerships continue engaging young people – along with their guiding families, teachers, & elders – to shape healthy and just communities worldwide.
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