Bequests

 

Designate Fallbrook Land Conservancy as a beneficiary or partial beneficiary in your will, living trusts, retirement plans, IRA’s, and existing life insurance policies.
 
An estate advisor can help you support a preserve or a downtown treescape project.

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Estate Planning Programs 
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The following estate planning programs are originated and managed through partnerships with the San Diego Foundation and the Legacy Endowment Foundation: 

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Charitable Gift Annuity
You receive guaranteed fixed payments for life and a charitable income tax deduction while avoiding capital gains tax.

Deferred Charitable Gift Annuities
You may postpone the date when payments begin and receive a larger guaranteed payout for life.

Charitable Remainder Trust
Receive a life-time cash flow that may increase over time and a charitable income tax deduction.

 

For more information about estate planning, talk to your attorney or financial planner, or have them contact the FLC. 
 Through a partnership with the San Diego Foundation we can put you in contact with one of the San Diego Foundation’s estate advisers.

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Gift of Conservation Easements

 

Gifts of conservation easements have enabled land owners to protect a portion of their land with conservation value without giving up title to the land, or going through a costly lot-split process. 

Donations of easements on Sycamore Drive by John Stanton, and one on Stage Coach Lane by Bill and Vince Ross have protected 12 acres of riparian habitat.

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FLC Legacies

 

By remembering FLC in their wills and trusts, a number of generous people have left a legacy of preserved open space for future generations to enjoy.

Howard and Nancy Dinwiddie left an exceptionally generous bequest that enabled the FLC to preserve 14 acres across from the Palomares House as the Dinwiddie Preserve and 50 acres on Rock  Mountain in the Santa Margarita River Valley. 

Dr. Rodger Engel's donation of a 10-acre parcel on Sumac Road allowed FLC to create the Engel Family Preserve. 

Other bequests have been received from the Estate of Inez Sorgenfrei, the Estate of Merritt and Dorothy Dunlap, the Estate of Donna Kaeding, the Elam Family Trust and the Estate of Hildegard Smith. 

Additional gifts of land from George and Julie Gewehr,
Joseph and Marie Mullin, the Bert Hitt family, and Don and Peggy Durling have also allowed us to expand our inventory of open space.