Planned Giving

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Swan Lake Christmas Hill Nature Sanctuary Society is grateful for any financial support provided through a Planned Gift.

Planned Giving, very simply is planning to make a gift. Planned gifts are generally funded from accumulated resources or assets, rather than income.

  • You pledge now
  • The Society receives the gift at a future date
  • This allows you to satisfy your philanthropic desires
  • Maximizes personal financial benefits, and can save your estate taxes.

Planned Gifts may take many different forms:

  • A bequest in your will
  • Life insurance with the society named as the beneficiary
  • Property
  • Publicly traded securities and stocks
  • An annual pledge to donate

It is always preferable to have independent, knowledgeable advice when planning a substantial gift. There may be tax or other implications, which need to be addressed. If you would like to discuss Planned Giving please contact the Executive Director at 250-479-0211.

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