The most widely chosen method of leaving a legacy gift is to remember the Jo Daviess Conservation Foundation in a will or living trust. JDCF strives to make the planning process as easy as possible, and offers several ways to leave a bequest:

• You can define a specific dollar amount;
• You can specify a percentage of your overall estate;
• You can leave the residual amount of your estate after all other specific bequests and obligations are met;
• You can name JDCF as a contingent beneficiary, having assets pass to the Foundation if another beneficiary should not survive you; or
• You can leave a particular asset, such as securities, real estate, life insurance, retirement account or valuable personal property.

Your bequest to JDCF qualifies for a range of tax benefits, depending upon the nature of the assets that you donate as well as the size and complexity of your estate. In most cases, if your estate is subject to estate taxes, your estate can benefit from an estate tax deduction. If you are transferring IRA or retirement plan assets to JDCF, your estate may be able to benefit from income tax savings. Please contact your financial advisor or attorney for more information.