Make Your Legacy the Forest’s Legacy

Sourland Legacy Society

You can help save the Sourlands for future generations. Whatever stage of life you’re in, a planned donation can help grow your commitment to protecting and preserving this special place today, tomorrow, and for years to come. Many of our members have prepared for the future by including the Sourland Conservancy in their estate plans, wills, trusts, retirement plans, and/or life insurance policies. Others have pledged donations of property or real estate. You, too, can join the Sourland Legacy Society by choosing the planned donation that’s right for you and your family.

Interested in making one of the donations outlined below? Already planned to leave the Conservancy in an estate plan? Contact Kristen Lombardo, our Development Director, at donate@sourland.org or by calling the office at (609) 309-5155 to get started or inform us of a commitment you have already made.

Note: The Sourland Conservancy does not give financial advice. We encourage you to contact your financial advisor or tax professional to learn more about these different ways to give.

Types of Planned Giving

Wills or Trusts

Help save the Sourlands by leaving a donation in your will or trust to the Sourland Conservancy. By including a bequest provision, you can leave a specific asset or a percentage of your estate to the Conservancy. Contact your attorney or financial advisor to include this provision.

Retirement Plans

You can name the Sourland Conservancy as one of your beneficiaries in your retirement plan. Contact your 401K provider, IRA provider or financial advisor to add the Sourland Conservancy as a beneficiary on your accounts.

Life Insurance Policies

You may be able to save on estate taxes by including the Sourland Conservancy as a beneficiary in your life insurance policy. Contact your insurance company or financial advisor about leaving a part of your policy to the Conservancy.

Charitable Gift Annuities

You can give an irrevocable donation of cash or securities to a nonprofit in exchange for a fixed income payment for life. You may receive an immediate tax deduction while the Conservancy can invest and grow the funds.

You will need the following information to designate the Sourland Conservancy as a beneficiary:

Legal Name: Sourland Conservancy
Address: PO Box 197, 183 Hollow Road, Skillman, NJ 08558
Phone Number: (609) 309-5155
Tax ID (EIN): 22-3707157

Let us know if you’re already committed to making a planned donation.

Already made one of the donations outlined above? Email tchamberlin@sourland.org and let us know. We’d like to honor your generosity with a membership to the Sourland Legacy Society.