Spencer Brook Legacy SocietyEffective Charitable Giving
Join us for a discussion on Thursday, November 8th, from 7 to 8:30pm at the Gleason Library of the best strategies for making charitable gifts
in light of the 2017 Tax Cuts and Jobs Act. Speakers David C. Guarino (MclaughlnQuinn LLC) and Kelly J. Guarino (Fiduciary Trust Company) will help you understand the impact of the new tax law on charitable deductions, learn about different techniques for effective charitable giving, and will answer your questions about planned giving and estate planning. Learn how you can support CCF through the Spencer Brook Legacy Society. Light refreshments will be served. All are welcome.

Leave a Legacy for Generations to Come
The Carlisle Conservation Foundation (CCF) has established the Spencer Brook Legacy Society to honor a special group of our donors: those who choose to leave a legacy for generations to come by remembering the Carlisle Conservation Foundation in their wills, trusts, annuities, life insurance or any other estate plans.

These legacy donors are helping to ensure that the Carlisle Conservation Foundation will be able to continue its work—protecting the places we love and the values we share—for years to come. “We appreciate all of our supporters,” said CCF’s president, Liz Carpenter. “I am very grateful toward those members who have the vision and generosity to plan a gift that will protect our town’s environment beyond their own lifetimes.”

Establishing a legacy gift also offers donors a few advantages. Some supporters wish they could give more, but can’t right now. Including CCF in your estate plan costs nothing today, while ensuring support for our mission in the future. Legacy gifts may also offer tax benefits. (Your professional advisor can help you determine any tax advantage.)

As a Spencer Brook Legacy Society donor, with your permission, we’ll recognize your gift in our annual report and on our website, helping to inspire other members to make their own legacy gifts. Of course, you may also choose to give anonymously. Either way, any specific details you choose to provide about your gift will remain confidential. Members who have already remembered CCF in their estate planning will be included in the Spencer Brook Legacy Society unless they wish otherwise.

If you’d like to become a member of the Spencer Brook Legacy Society, or if you just have questions, please speak with any CCF Board member. Click here for a downloadable Legacy Society membership form which you can fill out online and print or print and then fill out by hand. Return the completed form to a Board Member or mail to: Carlisle Conservation Foundation, P.O.Box 300, Carlisle, MA 01741

Return to CCF home page.