PLANNED OR ESTATE GIVING
Planned giving refers to the variety of ways you can make a gift to ShoreRivers that will continue to benefit our programs for generations to come. Unlike traditional annual contributions or support of a fundraising event, a planned gift can be invested strategically in a ShoreRivers endowment fund to grow year after year. The planned gift model also gives us a chance to thank donors now and ensure their gifts are spent the way they intend.
For questions, please contact Rebekah Hock, Director of Development at 443-385-0511 ext 206 or rhock@shorerivers.org.
Read more about “giving the gift that keeps on giving” in our brochure.
What is planned or estate giving
Planned giving is appropriate for everyone, not just the wealthy. It is a means by which anyone concerned with the wise use of his or her personal resources makes a deliberate choice about how to use those assets, no matter how large or small. Many planned gifts are given while the donor is living; others pass to ShoreRivers after death. A planned gift can provide an immediate tax benefit at the time of the gift, a lifetime stream of income, and reduced estate taxes, enabling the donor to provide for their heirs and support themselves.
We spend a lifetime accumulating assets to benefit our families and save for our golden years. Along the way, we may build a portfolio of houses, life insurance, stocks, bonds, mutual funds, 401(k) plans, retirement plans, and lots of possessions. What follows are creative ways of planning a legacy—methods that can have tremendous benefits for an individual and family—in addition to providing enduring support for ShoreRivers: bequests through a Will; gifts of real property; gifts of securities or cash; charitable gift annuities; charitable trusts; gifts of life insurance; and gifts of retirement funds, IRAs, and pensions.
ShoreRivers Heritage Society
We are pleased to recognize donors who have made a planned gift or bequest to ShoreRivers as members of The ShoreRivers Heritage Society. Members are recognized yearly in our Annual Report and with other special stewardship as appropriate.
If you have made a planned gift or named ShoreRivers in your estate plan, thank you! Please let us know by downloading the form below and returning it to us so we may update our records and recognize your generosity.
PLANNED GIVING SPOTLIGHT
Ted Carski and Janet Ruhl live, boat, and fish on the Sassafras River. Finding rejuvenation in nature, they feel it’s important to contribute to restoring and maintaining the health of their much-loved watershed. As scientists, they see ShoreRivers offering the perfect opportunity to put their resources to work, ensuring sound science informs decision-making to improve the health of our rivers and ultimately the Bay. Raised in farm country and now working in chemical crop protection, they are strong advocates for agricultural conservation practices and their positive impact on restoring the rivers and Bay. As a bonus, Ted says, “the people involved in ShoreRivers are wonderful, extremely competent, dedicated, and fun to work with!”