Create a Legacy for Nature Now

Nature needs us. Your gift can propel Oak Heritage’s work right now.

Photo by Connie Szabo Schmuker, from our 2020 Nature Photo Contest.

GIFTS OF STOCK, BONDS OR MUTUAL FUNDS

You can make a gift of appreciated securities—publicly traded stocks, bonds and mutual fund shares—to Oak Heritage Conservancy and be eligible for tax benefits (specifically: avoiding capital gains tax). You can also be eligible for an immediate income tax deduction for the fair market value (average high and low prices on the day of the transfer).

Please note that the securities you use to make your gift must have been held by you for more than one year to be fully deductible, and always be sure to first consult with your financial advisor.

For instructions on how to donate securities to Oak Heritage Conservancy, contact us.

IRA CHARITABLE GIFTS

If you’re 70½ or older and do not depend upon your required minimum distribution from your IRA for living expenses, you may be able to make a tax-free distribution from your IRA to Oak Heritage. Your gift can be used to satisfy your required minimum distribution. You will need to provide your IRA administrator with the following information:

Our Legal Name: Oak Heritage Conservancy Inc

Our IRS Tax ID number: 27-0042193

Send the check directly to our mailing address: PO Box 335, Hanover, Indiana 47243

The IRA Charitable Rollover provision allows individuals who have reached age 70½ to donate up to $100,000 to charitable organizations directly from their Individual Retirement Account (IRA), without treating the distribution as taxable income. Please note that IRA charitable rollover gifts do not qualify for a charitable deduction. Contact your IRA administrator for provision mandates.

Oak Heritage Conservancy does not offer tax or legal advice. Check with your professional tax advisor to make sure that any charitable giving strategy makes sense for you