Trailblazer Society – Planned Giving

Do You . . . ?

  • Support TART Trails.
  • Believe in the mission of TART Trails.
  • Believe that the network of trails has contributed to your quality of life and health.
  • Appreciate the important role trails play in our community.
  • Possess the financial resources to make a meaningful gift to TART Trails.
  • Want your gift to have a lasting impact in the community.

Then you might wish to consider a planned gift to TART Trails and become a member of our planned giving society.

The Trailblazer Society is comprised of passionate supporters of TART Trails who want to ensure the trail network thrives now and forever. They are willing to make a gift for today and tomorrow by including TART Trails in their estate plans.

You believe in TART Trail’s long-term vision: Happy, active people enjoying a world-class trail system.

Planned gifts including wills, trusts, beneficiary designations, charitable trusts, and charitable gift annuities can make it possible for you to give more, and therefore have more impact, than would otherwise be the case. Planned gifts can make it possible for you to have an impact sooner and they can help individuals of all ages — including you — make meaningful charitable gifts.

Trailblazer Society members are also invited to special events and are recognized in TART Trail’s annual report and website if you choose to be.

Once you have included TART Trails in your estate plans, we hope that you’ll let us know. Your attorney can advise you of the various types of charitable trusts and the estate tax benefits of each, and assist you in setting up a planned gift that is tailored to your personal needs.

If you would like more information, please contact Pam Darling at pam@traversetrails.org or 231.941.4300.

TART Trails’ mission is to enrich the Traverse area by providing a network of trails, bikeways and pedestrian ways; and encouraging their use.

Planned Gifts

You can make a planned gift by naming TART Trails as a beneficiary in your will or by naming TART Trails as owner and beneficiary of a paid-up life insurance policy.

You can also make a planned gift to TART Trails and receive an income for life through the establishment of a charitable trust that names TART Trails as a beneficiary. Your attorney can advise you of the various types of charitable trusts and the estate tax benefits of each, and assist you in setting up a planned gift that is tailored to your personal needs. If you would like more information, please contact Pam Darling at pam@traversetrails.org or 231.941.4300.

Bequests
One of the easiest ways to make a gift to TART Trails is by leaving TART Trails a bequest in your will. There are several ways you can do this:

  • give a specific amount of money
  • give a specific item of property
  • give a specified percentage of the residue of your estate (the residue of your estate is that which remains after all specific gifts have been made, whether charitable or non-charitable).

Since we do not know what projects may be underway in the future, we recommend that your bequest be for unrestricted purposes.

The following simple language can be used to make your gift:

“I give and devise to TART Trails, Inc. or its successor, the sum of _________ Dollars ($_________) to be used for such purposes as the Board of Directors of TART Trails, Inc. deems, provided however, that at the time of such gift, TART Trails, Inc. or its successor, must be a non-profit as described in Sections 501(c)3 of the Internal Revenue Code.”

OR

“I give and devise ________ percent (________%) of my residuary estate to TART Trails, Inc., or its successor, to be used for such charitable purposes as the Board of Directors of TART Trails, Inc. deems appropriate; provided, however, that at the time of such gift, TART Trails, Inc., or its successor, must be a non-profit as described in Sections 501(c) 3 of the Internal Revenue Code.”

A bequest may be included in the body of a will or as an amendment (codicil). Gifts made through a bequest typically provide an estate tax deduction. Please consult your attorney and/or financial advisor for specific information.