Planned Giving

There are a number of ways you can include Bedford Audubon in your estate planning, but please consult with a financial planner and attorney to receive the best financial advantages and to ensure your intentions are carried out fully.

• Specific, Residuary, & Contingent Bequests. Name Bedford Audubon as a beneficiary of your will or trust, to receive a specific gift from your estate, to receive a portion or all of the residue of your estate, or to be the contingent beneficiary.
• Retirement Accounts & Pension Plans. Name Bedford Audubon as the beneficiary of your retirement account and gain tax incentives.
• Real Estate: Donate real estate or land holdings to Bedford Audubon. Your donation could be a priority natural area intended for permanent protection or real estate intended for sale. If you are considering a gift of real estate, please talk with us first to ensure your gift fits within our conservation priorities.
• Insurance. Name Bedford Audubon as a beneficiary of your life insurance policy and receive immediate tax advantages. A quest of insurance enables you to guarantee a large future gift at a small cost now.

Bequests should include a statement, such as “I bequeath (sum of money or percentage of my estate) to Bedford Audubon Society, Inc. (EIN: 13-6220779), a not-for-profit organization with offices at 35 Todd Road, Katonah, New York 10536, for its general purposes.”