Natural areas protect biodiversity, support ecological research, and provide places where nature can thrive. Natural Areas Association (NAA) works to equip the practitioners who care for these places with the knowledge, tools, and the community they need to steward them effectively.
Planned gifts are charitable
contributions
arranged as
part of a donor’s financial estate plans, allowing individuals to support meaningful causes beyond their lifetime. These gifts enable supporters to align their financial decisions with their personal values while creating a lasting legacy.
Planned gifts support the long-term work of NAA, including:
• Advancing science-based conservation practices
• Supporting land managers and conservation practitioners
• Sharing research and stewardship knowledge
• Building a strong community dedicated to protecting biodiversity
By including Natural Areas Association in your financial planning, you help ensure that science-based resources continue to support those who work to protect natural areas for generations to come.
Planned giving is a powerful way to leave a legacy that protects biodiversity in perpetuity.
1. Consider Your Philanthropic Goals
Think about the impact you want to make and the legacy you would like to leave. Many donors choose planned giving as a way to support causes that reflect their personal values.
2. Identify Assets That Could Support Your Gift
Planned gifts can come from a variety of assets. Financial advisors can help determine which options may work best.
3. Choose the Type of Gift
There are several ways to structure a planned gift. Common options include naming Natural Areas Association in a will or trust, naming the organization as a beneficiary of a retirement account or life insurance policy, or donating appreciated assets.
4. Connect With Us
We welcome the opportunity to talk with donors about their goals and how their planned gift can support the individuals who steward natural areas. Get in touch with us today!
5. Formalize Your Plans
Work with your attorney or financial advisor to include your gift in your estate or financial planning documents.
6. Review and Update Over Time
As your circumstances change, your plans can be reviewed and updated to ensure your legacy continues to reflect your intentions.
If you have already included Natural Areas Association in your financial plans, we would be grateful to hear from you. Sharing this information allows us to thank you and recognize your commitment to conservation.
If you would like to learn more about planned giving options, our team is happy to help.
Please contact us at info@naturalareas.org to start the conversation.
Gifts of securities can be transferred to our brokerage account:
LPL Financial
acct: 76461220
DTC: 0075
For additional assistance, please get in touch with Suzann Frantz at suzann@maverickpartnerswealth.com
To include NAA, provide the following legal name and tax ID number:
Support the people who manage our natural areas and protect biodiversity in perpetuity.
