Conservation Easement

Attracting Real Estate and Other Non-Cash Gifts for Endowment and Stewardship

by Dennis Bidwell October 2013 Land conservation organizations are especially well-suited to develop robust Legacy Giving programs (I prefer that term to “planned giving”)  emphasizing real estate gifts.  I truly believe that such efforts hold the prospect of long-term financial security and permanence for these organizations through endowments and stewardship funds. Why? Three reasons. First, … Read more…

Case Study Conservation Easement → Retained Life Estate → $3 Million of Sales Proceeds

by Dennis Bidwell October 2013 Take-aways from this gift scenario: Anytime a donor or property owner indicates they might be leaving your organization an interest in real estate through their will, you should acquaint them with the pros and cons of the retained life estate as a way of accomplishing essentially the same thing, but … Read more…