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Planned Giving

More Information

Our Semper Virens Society recognizes people like you who have generously made a planned gift to The Trustees.

Options at a Glance

Questions? Contact Us
Development Office
The Trustees of Reservations
572 Essex Street
Beverly, MA 01915

Use our confidential form to request information or to let us know if you have already named The Trustees in your estate plans.

Your planned gift to The Trustees of Reservations can help you meet your financial goals while providing long-term support to protect the places and experiences you love.

There are a number of creative ways that you can give to The Trustees, whether you name us in your will or create a more complex trust arrangement:

  • Bequests
    Give a gift of cash, appreciated securities, or personal property, without affecting your income during your lifetime.

  • Retirement Assets
    When you designate all or a portion of unspent retirement fund assets, you may find it is worth more than when left to your heirs.

  • Life Income Gifts
    Receive regular income payments for life over a fixed period time in exchange for your gift of cash, appreciated securities, or other assets, such as real estate.

  • Charitable Lead Trusts
    You can provide regular support to The Trustees for a defined period (a specific number of years or an individual’s lifetime), then, when the trust terminates, the remaining assets are paid to your heirs.