Increase your current income
Plan for the financial needs of your family
Reduce the overall tax burden to your heirs
Reduce your current income tax and/or avoid capital gains tax
Diversify your investment portfolio
Make a significant gift that benefits you now and Three Valley Conservation Trust (TVCT) later

Gifts to Three Valley Conservation Trust (TVCT) most often fall into one of four categories:

Estate Gifts – Assets or 401K/Life Insurance beneficiary (via a Will or Revocable Trust)
Life Income gifts – TVCT holds assets on your behalf and pays you income from them.
Retained Life Estates – Gift of a farm, real estate or home that you continue to use.
Outright Gifts – Including Cash Equivalents, Appreciated Stock or Securities, Real Estate, Partnership Interests and/or Personal Property.
Donor-Advised Fund, or DAF, is a giving account established at a public charity. It allows donors to make a charitable contribution, receive an immediate tax deduction and then recommend grants from the fund over time.

Link to our 501(c)3 Determination Letter

If you would like more information, please read this Planned Giving brochure!

Gifts of Stock / Outright Gifts

If you’d like to know more, please read this information (from our Planned giving Brochure):

Outright and Stock Gifts

If you would like someone from Three Valley to talk to you personally, please call the office at (513) 524-2150 or email office@3vct.org.

If you would like to request stock donation instructions, please contact us at (513) 524-2150 or office@3vct.org and let us know if you want to make an unrestricted gift or would like to restrict your gift to a specific endowment or fund.