Leave a Legacy for Vermont Rivers
Just like planting a tree, a legacy gift is a way to make a difference now, with lasting impacts long into the future. A planned gift to Vermont River Conservancy will help protect rivers, wetlands, and headwater forests, and ensure the next generation will know the joys of splashing at a swimming hole, paddling down a river, or reading alongside a babbling brook.
An estate plan affords me the ability to bestow gifts to those that have been a meaningful part of my life. That’s why I’ve included Vermont River Conservancy in my will, so that the rivers I love will continue to be protected after I’ve passed. It comforts me to know that I’ll have given back more than I have taken from this world.
— Dave Hajdasz, Swimming Hole Enthusiast & Vermont River Conservancy board member
Leave a legacy of flood-resilient communities, connected wildlife habitat, swimming holes, and support for up-and-coming conservation leaders when you include Vermont River Conservancy in your will or trust, or support us by donating stock, contributing from your IRA, or through a Donor-Advised Fund. Explore options below:
Include Vermont River Conservancy in your Will
A bequest is one of the most common types of planned gifts. When you create or update your will, you can direct a specific asset (like your home or car), a total dollar amount, or a percentage of your assets to be given to Vermont River Conservancy. To make this process easy, here’s the information to provide to your lawyer:
Vermont River Conservancy
50 State Street
Montpelier, VT 05602
Employer Identification Number (EIN): 03-0347147
Other Ways to Give
If you have a donor-advised fund, it’s easy to direct contributions to Vermont River Conservancy. You’ll just need some of the information listed below to share with your estate planner.
Donating stock is a great way to make a difference for Vermont’s rivers and can also have tax benefits – talk with your financial advisor to learn more. To make the stock donation process easy, find the details to share with your broker below. If you donate stock, please email with your name, contact info, approximate transfer date, type of stock, and number of shares. This will help us process and acknowledge your gift.
Life insurance plans and most retirement plans, like an Individual Retirement Account (IRA), 401(k), or a 403(b), can have a substantial impact on your taxes or on your heirs. By naming Vermont River Conservancy as a beneficiary of your retirement plans or life insurance policy, you can help save future taxes for your heirs while making a significant difference for Vermont’s rivers. Consult a tax advisor to discuss specific tax benefits.
For example, if you don’t need income from your IRA, you might choose to gift a portion of your required minimum distribution up to $100,000, and thus reduce your tax liability for the year. Unlike usual IRA distributions, IRA donations directly to Vermont River Conservancy are not taxed. Consult a tax advisor to discuss specific tax benefits.
Important Information
If you choose to move forward with planned giving, you’ll need these details to share with your lawyer or estate planner:
Vermont River Conservancy’s Mailing Address: 50 State St., Montpelier, VT 05602
Employer Identification Number (EIN): 03-0347147
Charles Schwab Account Number: 8176-4193
Depository Trust Company (DTC Number): 0164, code 40
Our Phone Number: (802) 229-0820
Thank you for your support of our work to protect and restore rivers for people and wildlife. Contributing in any way helps to support this mission, both in the present and the future. If you donate using one of the methods mentioned above, please contact Kassia () to let us know so that we can acknowledge your gift.
If you are looking to donate in some other way, please be in touch. We’d love to talk with you to help you invest in Vermont River Conservancy in a way that makes sense for you. Start a conservation by contacting Kassia.
Learn More
Have more questions before you reach out? We’re hosting a FREE estate planning workshop on Thursday, November 12. You’ll get all the information you need to feel confident in exploring these options.