Estate and Planned Gifts

When you include New Hope Bird Alliance in your will or estate, you’re making an investment in the future of the Triangle’s wildlife and wild places. Bequests and planned gifts help New Hope Bird Alliance continue to protect wildlife and habitat for years to come.

Many donors who give generously during their lifetimes also wish to leave a lasting legacy by designating all or a portion of their estate. There are many ways to include New Hope Bird Alliance in your estate plans, and we would be happy to talk with you about your options in confidence and without obligation. For more information, please contact Development Officer Bert Bruggeman.

Bequests to Consider

• Will or Trust Bequests: Name “New Hope Bird Alliance” as a beneficiary of your will or trust to receive a specific gift from your estate; to receive all or a portion of what remains of your estate, or to be a contingent beneficiary.
• Retirement Accounts and Pension Plans: Name “New Hope Bird Alliance” as the sole beneficiary or contingent beneficiary of your retirement account. Giving through an IRA allows money to go to a non-profit without you having to pay taxes on it.
• Real Estate: If you are considering a gift of real estate, please talk with us first to assure that our goals are suitably aligned.
• Insurance: Name “New Hope Bird Alliance” as a beneficiary of your life insurance policy and receive immediate tax advantages. A bequest of insurance enables you to assure a large future gift at a small cost now.

Please consult with your financial, legal and tax advisers to assure you receive the best financial advantages and that your intentions are carried out fully. If you wish to remain anonymous, we will respect your preference.

New Hope Bird Alliance should be legally designated in your documents as: “New Hope Bird Alliance, a nonprofit corporation (Tax ID #51-0174934) with the current headquarters address of PO Box 2693, Chapel Hill NC, 27515.

Please let us know that you have included us in your estate plans so we can not only make sure we are using your money as you wish, but so we can keep you in the loop about special events, activities, and offerings. Your legacy gift will have a lasting impact on the Triangle’s wildlife and wild places.

DOWNLOAD: PLANNED GIVING COMMITMENT FORM