{"id":7927,"date":"2024-03-13T13:54:17","date_gmt":"2024-03-13T13:54:17","guid":{"rendered":"https:\/\/orleansconservationtrust.org\/?page_id=7927"},"modified":"2025-02-19T20:49:08","modified_gmt":"2025-02-19T20:49:08","slug":"give-to-oct","status":"publish","type":"page","link":"https:\/\/sandieboxx.com\/grapes\/give-to-oct\/","title":{"rendered":"Ways to Give to OCT"},"content":{"rendered":"\n\n\t\t\t<a href=\"https:\/\/secure.lglforms.com\/form_engine\/s\/03ajx4M2W_BHfDi_Uw5Tcg\" target=\"_blank\" rel=\"noopener\">\n\t\t\t\t\t\t\tDonate Now\n\t\t\t\t\t<\/a>\n\t\t\t\t\t<a href=\"#\" id=\"fl-accordion--label-0\" tabindex=\"0\" aria-controls=\"fl-accordion--panel-0\">Donate Online<\/a>\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"#\" id=\"fl-accordion--icon-0\" tabindex=\"-1\"><i title=\"Expand\">Expand<\/i><\/a>\n\t\t\t\t\t<p>Give a one-time gift or set up a recurring monthly, quarterly, or annual donation via credit card.\u00a0 A tax receipt will be emailed to you upon completion of the transaction.<\/p>\n<p>Click <a href=\"https:\/\/secure.lglforms.com\/form_engine\/s\/03ajx4M2W_BHfDi_Uw5Tcg\" target=\"_blank\" rel=\"noopener\"><strong>here<\/strong><\/a> to donate by credit card.<\/p>\n\t\t\t\t\t<a href=\"#\" id=\"fl-accordion--label-1\" tabindex=\"0\" aria-controls=\"fl-accordion--panel-1\">Mail a Check<\/a>\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"#\" id=\"fl-accordion--icon-1\" tabindex=\"-1\"><i title=\"Expand\">Expand<\/i><\/a>\n\t\t\t\t\t<p>Mail a check to OCT:<\/p>\nOrleans Conservation Trust<br \/>\n203 S Orleans Road<br \/>\nOrleans, MA 02653\n\t\t\t\t\t<a href=\"#\" id=\"fl-accordion--label-2\" tabindex=\"0\" aria-controls=\"fl-accordion--panel-2\">Gift from Your IRA<\/a>\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"#\" id=\"fl-accordion--icon-2\" tabindex=\"-1\"><i title=\"Expand\">Expand<\/i><\/a>\n\t\t\t\t\t<p>If you are 70 1\/2 or older you can make a charitable gift directly from your IRA to the Orleans Conservation Trust without incurring federal or state taxes on ordinary income.* Gifts may be up to $100,000 for an individual or $200,000 for a couple who are both 70 1\/2 and have separate IRAs. <strong>Please remember your gift must made directly from your IRA to the Orleans Conservation Trust, without you taking the disbursement, or it will not qualify for tax exemption.<\/strong><\/p>\n<p>*<em>If you live outside Massachusetts, please check to see whether your state allows for this tax exemption.<\/em><\/p>\n\t\t\t\t\t<a href=\"#\" id=\"fl-accordion--label-3\" tabindex=\"0\" aria-controls=\"fl-accordion--panel-3\">Stock or Mutual Funds<\/a>\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"#\" id=\"fl-accordion--icon-3\" tabindex=\"-1\"><i title=\"Expand\">Expand<\/i><\/a>\n\t\t\t\t\t<p>Donating appreciated assets, such as publicly traded stocks or mutual funds, is another easy way to make a gift to OCT.<\/p>\n<p>When you make a gift of appreciated securities, not only do you help OCT but also you could receive a double tax benefit-both a charitable deduction and avoidance of capital gains tax. For this reason, it&#8217;s generally a better strategy to give appreciated securities directly to the Trust, rather than selling them and donating the proceeds of the sale. If you own securities that have lost value, you can sell them, take the capital loss deduction, and then make a gift to the Trust.<\/p>\n<p>For instructions on how to give appreciated securities or shares of mutual funds, please call OCT at 508-255-0183, or email us at <a>o&#99;t&#64;o&#114;&#108;&#101;&#97;n&#115;cons&#101;&#114;va&#116;i&#111;&#110;t&#114;&#117;&#115;t.&#111;&#114;&#103;<\/a>.<\/p>\n<p>OCT&#8217;s Tax ID (or EIN) is\u00a0<strong>23-7418072<\/strong><\/p>\n\t\t\t\t\t<a href=\"#\" id=\"fl-accordion--label-4\" tabindex=\"0\" aria-controls=\"fl-accordion--panel-4\">Gift Through a Will or Trust<\/a>\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"#\" id=\"fl-accordion--icon-4\" tabindex=\"-1\"><i title=\"Expand\">Expand<\/i><\/a>\n\t\t\t\t\t<p>Through your will or a trust, you can specify that a percentage of your estate be given to the Orleans Conservation Trust, or you can make a gift of a specific amount. Charitable gifts included in wills and living trusts are popular because they are flexible and may be changed throughout your lifetime. <strong>Such a gift requires a simple provision  prepared by your attorney at the time you make or amend your will or trust.<\/strong><\/p>\n<p>There is no limit on the deduction from federal gift and estate taxes for charitable gifts made through a will or trust, so no tax will be due on any gifted assets. To plan a charitable bequest to OCT, inform your attorney of your wishes and ask for his or her advice on which method best suits your needs.<\/p>\n<p>A gift through a will or trust also makes you a member of OCT&#8217;s <strong><a href=\"https:\/\/sandieboxx.com\/grapes\/white-cedar-society\/\" target=\"_blank\" rel=\"noopener\">White Cedar Society<\/a><\/strong>.<\/p>\n<p>*<em>I give [specific amount of money, asset, piece of land, or percentage or residuary share of my estate] to Orleans Conservation Trust (federal tax ID number 23-7418072), under a Declaration of Trust dated April 18th, 1970 and recorded with the Barnstable County Registry of Deeds in Book 1470, Page 432, with a mailing address of 203 South Orleans Road, Orleans, Massachusetts 02653.<\/em><\/p>\n<p><button id=\"closePopup\">Close<\/button><\/p>\n\n\t\t\t\t\t<a href=\"#\" id=\"fl-accordion--label-5\" tabindex=\"0\" aria-controls=\"fl-accordion--panel-5\">Designate OCT as a Beneficiary of a Life Insurance or Retirement Plan<\/a>\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"#\" id=\"fl-accordion--icon-5\" tabindex=\"-1\"><i title=\"Expand\">Expand<\/i><\/a>\n\t\t\t\t\t<p>Assets held in 401(k), 403(b), and IRA plans can be subject to both federal estate and income taxes when they pass to a beneficiary other than a spouse. But naming a charitable organization such as the Orleans Conservation Trust as beneficiary allows these assets to pass to OCT without gift, estate, or income taxes. The full value is transferred.<\/p>\n<p>Speak to your financial advisor or insurance agent about how to change your beneficiary, and how this way of giving could benefit you and your family.<\/p>\n<p>Designating OCT as a beneficiary of a life insurance or retirement plan also makes you a member of OCT&#8217;s <strong><a href=\"https:\/\/sandieboxx.com\/grapes\/white-cedar-society\/\" target=\"_blank\" rel=\"noopener\">White Cedar Society<\/a><\/strong>.<\/p>\n\t\t\t\t\t<a href=\"#\" id=\"fl-accordion--label-6\" tabindex=\"0\" aria-controls=\"fl-accordion--panel-6\">Memorial or Other Special Gifts<\/a>\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"#\" id=\"fl-accordion--icon-6\" tabindex=\"-1\"><i title=\"Expand\">Expand<\/i><\/a>\n\t\t\t\t\t<p>Again and again, people choose to remember a loved one or honor someone special by making a gift in that person&#8217;s name to the Orleans Conservation Trust. Perhaps a family member was particularly fond of a certain piece of open space, or loved to take part in our guided walks. Or a friend took an active part in helping to preserve a much-loved place in Orleans.<\/p>\n<p>Whatever the reason, making such a dedicated gift is a way to recognize someone special while helping OCT save beautiful and valuable places for all to enjoy, for all time. The names of the honoree and donor are included in our annual Giving list.<\/p>\n<p><strong><a href=\"https:\/\/secure.lglforms.com\/form_engine\/s\/03ajx4M2W_BHfDi_Uw5Tcg\" target=\"_blank\" rel=\"noopener\">Make a gift online<\/a>\u00a0<\/strong>in memory of\/in honor of someone, or send a check by mail (tell us whom you are remembering, and if your gift is in honor or in memory).<\/p>\n\t\t\t\t\t<a href=\"#\" id=\"fl-accordion--label-7\" tabindex=\"0\" aria-controls=\"fl-accordion--panel-7\">Gifts of Real Estate<\/a>\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"#\" id=\"fl-accordion--icon-7\" tabindex=\"-1\"><i title=\"Expand\">Expand<\/i><\/a>\n\t\t\t\t\t<p>OCT welcomes\u00a0<strong><a href=\"https:\/\/sandieboxx.com\/grapes\/gifts-of-land\/\" target=\"_blank\" rel=\"noopener\">gifts of land for conservation<\/a><\/strong>\u00a0as well as gifts of real estate that OCT may re-sell to further our mission. It is critically important that landowners who intend to donate property <strong><a href=\"https:\/\/sandieboxx.com\/grapes\/contact\/\" target=\"_blank\" rel=\"noopener\">get in touch<\/a><\/strong>\u00a0with OCT so we can discuss and honor their intentions. Gifts of land for conservation may entail extra tax benefits.<\/p>\n\t\t\t\t\t<a href=\"#\" id=\"fl-accordion--label-8\" tabindex=\"0\" aria-controls=\"fl-accordion--panel-8\">Crypto Assets<\/a>\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"#\" id=\"fl-accordion--icon-8\" tabindex=\"-1\"><i title=\"Expand\">Expand<\/i><\/a>\n\t\t\t\t\t<p>OCT can accept certain forms of cryptocurrency. Please contact our office at 508-255-0183 or\u00a0<a>oc&#116;&#64;o&#114;l&#101;&#97;nsc&#111;ns&#101;r&#118;&#97;t&#105;o&#110;&#116;r&#117;&#115;&#116;&#46;or&#103;<\/a>\u00a0and we will instruct you on how to make such gifts.<\/p>\n\t<p>&#8220;For us, OCT&#8217;s conservation lands provide sanctuaries of solitude and natural beauty where we and many others can take shelter from the fast-paced technological world. Acquiring and maintaining these places in their natural state is an investment we&#8217;re happy to support.&#8221;<\/p>\n<p>&#8211;<em>OCT donors Hardie and Marcie Truesdale<\/em><\/p>\n\t<blockquote>\n<p>The Trust makes a promise that the land we own is protected in perpetuity. It will always be there-for us, for our children, for their children, forever.<\/p>\n<p>Thank you for helping OCT meet today&#8217;s needs and tomorrow&#8217;s opportunities.<\/p>\n<strong>OCT is a 501(c)(3) organization.<\/strong><br \/>\n<strong>Your contributions are tax deductible to the extent allowed by law.<\/strong><br \/>\n<strong>OCT&#8217;s tax ID number is 23-7418072.<\/strong>\n<\/blockquote>\n\n","protected":false},"excerpt":{"rendered":"<p>Donate Now Donate Online Expand Give a one-time gift or set up a recurring monthly, quarterly, or annual donation via credit card.\u00a0 A tax receipt will be emailed to you upon completion of the transaction. Click here to donate by credit card. Mail a Check Expand Mail a check to OCT: Orleans Conservation Trust 203&hellip;<\/p>\n","protected":false},"author":7,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"ngg_post_thumbnail":0,"footnotes":""},"categories":[],"class_list":["post-7927","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/sandieboxx.com\/grapes\/wp-json\/wp\/v2\/pages\/7927","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/sandieboxx.com\/grapes\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/sandieboxx.com\/grapes\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/sandieboxx.com\/grapes\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/sandieboxx.com\/grapes\/wp-json\/wp\/v2\/comments?post=7927"}],"version-history":[{"count":5,"href":"https:\/\/sandieboxx.com\/grapes\/wp-json\/wp\/v2\/pages\/7927\/revisions"}],"predecessor-version":[{"id":8801,"href":"https:\/\/sandieboxx.com\/grapes\/wp-json\/wp\/v2\/pages\/7927\/revisions\/8801"}],"wp:attachment":[{"href":"https:\/\/sandieboxx.com\/grapes\/wp-json\/wp\/v2\/media?parent=7927"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/sandieboxx.com\/grapes\/wp-json\/wp\/v2\/categories?post=7927"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}