Leave a lasting legacy for alabama’s environment
The Legacy Society honors individuals who protect the people and places they love by providing future support to Conservation Alabama through a planned gift. Leave a legacy of a beautiful and healthy Alabama by making a gift to Conservation Alabama in your will, trust, donor advised fund, brokerage account, or retirement fund.
To notify us of your gift plans, or to discuss planned giving opportunities, please contact:
205.810.1203 | staff@conservationalabama.org
giving from your will or trust
One of the best ways to protect and preserve Alabama’s natural resources for future generations is by leaving a gift to Conservation Alabama in your will or trust. You may choose to take care of family first and name us to receive a specific amount or percentage of your estate. Alternately, you may consider naming our organization as a contingent beneficiary, so Conservation Alabama is next in line to receive a gift after your loved ones. Simply discuss your wishes with your attorney or estate professional and provide our legal name and tax identification number:
Conservation Alabama | Tax ID# 63-1221685
The following sample language can be used to leave a gift in your will or trust:
“I hereby give and bequeath $_, or _ percent of the residue of my estate to Conservation Alabama, a nonprofit Alabama corporation exempt from Federal taxation under 501(c)4 of the Internal Revenue Code, Federal tax ID number 63-1221685.”
giving Stock and Mutual Funds
Giving stocks and mutual funds can bring you tax benefits while helping preserve Alabama’s natural resources. You can designate Conservation Alabama as the beneficiary of your Stocks, Bonds, Mutual Funds, Life Insurance, IRA, and more. This type of gift can be especially appealing if you are holding shares that have appreciated significantly in value but yield a low dividend. Talk to your financial advisor to learn more about these opportunities to protect the people and places you love.
+ Stock Transfer Instructions
Step 1: To ensure proper crediting and timely acknowledgment of your gift, please contact Conservation Alabama using the form below and provide the requested donor information.
Step 2: Ask your broker to transfer your stock gift to Conservation Alabama’s brokerage account:
The Vanguard Group, Inc.
Account Number: 847-62169
DTC (Depository Trust Company Number): 0062
Tax ID Number: 63-1221685
Step 3: After we receive the transfer of funds, we will send the donor a letter acknowledging the gift.
+ Wire Transfer Instructions
Step 1: To ensure proper crediting and timely acknowledgment of the gift, please contact Conservation Alabama using the form below and provide the requested donor information.
Step 2: We will contact you with wire transfer information for Conservation Alabama’s account.
Step 3: After we receive the transfer of funds, we will send the donor a letter acknowledging the gift.
Gifts to Conservation Alabama, a 501 (c)4 nonprofit corporation, are not tax-deductible.
The information on this page is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor.