Planned gifts are a wonderful way to ensure that Sakonnet Preservation will continue to protect the rural character and beauty of Little Compton for generations to come. By including Sakonnet Preservation in your estate plans, you are contributing to the ongoing legacy and long-term financial stability of the oldest community land trust in Rhode Island. Options include a bequest in your will or trust, or naming Sakonnet Preservation as a beneficiary of a retirement plan or life insurance policy. Discussions with your financial or legal advisors will inform you of the potential tax benefits associated with the different giving options.
All those who inform us of Sakonnet Preservation’s inclusion in their estate plans will become founding members of our legacy group, Forever Little Compton. Benefits include recognition on our website and in publications including the Annual Report and newsletter, as well as invitations to special Forever Little Compton events.
To join Forever Little Compton or to discuss making a legacy gift, please contact Kathy Klees Clarendon at 401.635.8800 or firstname.lastname@example.org.
Founding Members are Abigail Brooks, B. McNaughton, & Charlie Whipple.
You can make a bequest to Sakonnet Preservation of a percentage of your estate or a specific dollar amount. You can designate your bequest for general use or you can restrict its use.
Specific bequests are used to make a gift of a specific dollar amount or specific assets, such as securities, real estate, or personal property.
Residuary bequests are used to give all or a portion of the remainder of your estate after payment of expenses and any specific amounts designated to other beneficiaries.
The information presented on these web pages is not offered as legal or tax advice. You are urged to seek the advice of your tax advisor, attorney, and/or financial planner to make certain any gift you are considering fits well in your specific circumstances.
Contact Kathy Klees Clarendon,
Director of Development & Communications 401.635-8800 office | 401.332.9631 cell