Legacy Giving

Make the gift of a lifetime.

What is Planned Giving?

Planned giving provides you with the opportunity to donate now as well as in the future. There are many ways to incorporate planned giving into your long-term financial plans.

 

What to Give

  • Cash — Starting now or later, by check, cash, or debit card, you can easily set up a monthly or one time donation.
  • Stocks & Bonds — Appreciated securities, including stocks or bonds, are a great way to give.
  • Real Estate — Appreciated real estate, such as a home, vacation property, undeveloped land, farmland, or commercial property can be transferred to ARCD.
  • Retirement Assets — Part or all of your unused retirement assets such as a gift from your IRA, 401(k), 403(b), pension, or other tax-deffered plan can be reallocated to ARCD.
  • Insurance — A life insurance policy that has outlasted its original purpose can also be reallocated to ARCD.

How to Give

Giving to Appalachian Resource Conservation & Development Council can be done either directly or in a way that can provide you with tax benefits or income. Popular ways to give include:

  • Bequest — Designate Appalachian RC&D as a beneficiary to your assets through a will, trust, or beneficiary designation form.
  • IRA Rollover — Congress has enacted a permanent IRA charitable rollover. As a result, IRA rollover gifts may be made to charitable organizations now and in future years.
  • Charitable Remainder Annuity Trust — Cash or appreciated property is transferred to fund a charitable remainder annuity trust. The trust sells the property tax-free and provides the donor with fixed income payments for life or for a term of years.
  • Charitable Lead Trust — A donor funds a trust that makes gifts to ARCD for a number of years. The donor’s family receives the trust remainder at substantial tax savings.
  • Life Estate Reserved — A donor gives their property to ARCD and retains the right to continue to use it during their life.

The Process

  1. Talk with your attorney and financial advisor about your wishes.
  2. Name Appalachian Resource Conservation & Development Council as a beneficiary in one of the following ways:

— In your will or trust — Prepare your documents or add provisions as a codicil to your existing will. Specifiy what share of your assets or what absolute dollar value you wish to designate for ARCD.

— Of holdings with your financial institution — Contact your financial institution to request a change of beneficiary form. Name ARCD as a Payable-on-Death (POD) or Transfer-on-Death (TOD) beneficiary for your desired percentage up to 100%. Beneficiary rights are deferred until after your lifetime.

— IRA, pension plan, or life insurance policy — Contact your plan advisor to update the esignated beneficiary(ies) or include ARCD in any new plans. Specify the percentage or absolute dollar value to be designated

 

If you wish to include ARCD in your legacy plans, please name us as:

Appalachian Resource Conservation & Development Council, a nonprofit organization, organized and existing under the laws of the State of Tennessee, with its principal address of 302 Sunset Drive Suite 105, Johnson City, TN 37604. Appalachian Resource Conservation & Development Council’s tax identification number is 62-1590577.

Reach out to us to discuss these options, to ask questions, or learn more. Aubrey Baker, Community Relations & Advancement Director, can be reached via phone 423-218-9251 or via email aubrey@arcd.org.

Disclaimer: Any information provided on this website or on forms of charitable giving does not constitute legal, tax, accounting, investment, or other professional advice. Appalachian Resource Conservation & Development Council advises all parties to consult their professional advisors prior to acting on the information set forth herein.