A trusted legal or financial advisor can help you develop a plan for making charitable gifts that complement your current investment and estate plans. He or she can help you determine:

• The appropriate gift level based on your circumstances

• The type of gift (bequest, trust, mutual fund, etc.)
• The tax implications of your gift
• How to best structure the gift to benefit both you and Cascade Land Conservancy
  

Your professional advisor can put together all of the necessary financial and tax-related paperwork to set up your planned gift.

Back to Why make a future gift?

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