Planned Giving

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Priorities come into clear focus when planning for the future. We take action to protect the things that matter to us the most.

As a Chesapeake Bay Foundation supporter, you have shown that you recognize the critical importance of clean water and a restored Chesapeake Bay for our health, our economy, and our way of life. A well-planned gift to CBF can provide tax and income benefits to you and your loved ones while furthering CBF’s mission to restore, preserve, and protect the Bay and its rivers and streams.

Request a copy of our FREE Planned Giving Booklet or to have a staff member contact you. Or feel free to contact us at 888-728-3229 or if you have questions or wish to discuss your plans with us. A member of our planned giving team will be happy to help you.

Sample Planned and Lifetime Gift Options

Gift in a Will or Trust
Including language in your will or trust specifying a gift to CBF as part of your estate plan is one of the easiest and most flexible ways to leave a gift to CBF.
Gift by Beneficiary Designation
You designate CBF as a beneficiary of a retirement, investment, or bank account or your life insurance policy.
Charitable Gift Annuity
In exchange for a gift of cash or appreciated property, CBF will make fixed payments (with rates based on your age) to you for the rest of your life.
Charitable Remainder Trust
You transfer your cash or appreciated property to fund a charitable remainder trust. The trust sells your property tax-free and provides you with income for life or a term of years.
Bargain Sale
We purchase your property for less than fair market value. You receive cash and a charitable deduction for the difference between the market value and purchase price.
Life Estate Reserved
You give your property to CBF but retain the right to use the property during life.
Gift of Stocks or Bonds
Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to CBF.
IRA Rollover
If you are age 70½, you may initiate a direct rollover to CBF and count the gift toward your required minimum distribution.
Donor Advised Funds
You fund a DAF and make charitable gift recommendations during your lifetime. When you pass away, your children can carry on your legacy of giving.

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