Planned Giving

Support Lula Lake Land Trust with Planned Giving

Lula Lake Land Trust is poised to exist for generations to come. Your planned gift honors our work in conservation, education and recreation on Lookout Mountain as we seek to purchase and conserve thousands more acres and protect Lookout Mountain as you've known it since you were a child. Please consider a final gift of land, stocks or bonds, a portion of your estate, or annuities. Your gift will ensure that Lula Lake lives in perpetuity, and that is a very long time.

Your final gift to Lula Lake ensures that future generations can enjoy our beautiful lands forever. You're giving generations from now the promise of nature. Learn more about making a legacy gift by contacting us via the button below.. Thank you for considering a planned gift.

Already have a planned gift to Lula Lake Land Trust? Let us know to join our Lula Lake Preservation Society.

Click here to download the Lula Lake Preservation Society Membership Form

Do you have a planned gift already established for Lula Lake? Click here for the notification form

Ways to Make a Planned Gift

Gifts through your will
Retirement plan beneficiary designations
Life insurance beneficiary designations
Gifts of appreciated property or securities
Gifts of real estate
Unique gifts made through vehicles like charitable remainder unitrusts

How to Make a Gift through your Will
The most common planned gift we receive is one made through a donor’s will. If you’d like to include Lula Lake Land Trust in your will, below are some examples of suggested wording to use. We strongly recommend for potential planned gifts like this be discussed with your advisors and family.

Bequest a percentage of estate - I devise and bequeath to Lula Lake Land Trust (EIN #62-6283607), a charitable organization located in Lookout Mountain, Georgia, [AMOUNT] % of my estate. The current estimated value of my estate is $ [AMOUNT] .
Bequest of specific gift amount - I bequeath to Lula Lake Land Trust (EIN #62-6283607), a charitable organization located in Lookout Mountain, Georgia, the sum of $ [AMOUNT].
Bequest of residuary estate - I devise and bequeath to Lula Lake Land Trust (EIN #62-6283607), a charitable organization located in Lookout Mountain, Georgia, all the rest, residue and remainder of my estate, both real and personal, wherever located. The current estimated value of this portion of my estate is $[AMOUNT].

Same view, more than a century apart.
Your planned gift allows Lula Lake
to live on forever.

Documenting Your Gift
We encourage donors to share their intent to make a planned gift with Lula Lake Land Trust in writing. This is important because it allows us to fully understand how you want the gift to be used. Honoring your interests and intent are important to us. You can document your gift by:

Sending us a copy of the portion of your will or other planned giving document,
Including a current estimated value of the gift so we can plan for the future
Letting us know if you make changes that might affect the gift you documented with us.

We are always grateful to donors that allow us to share news of their gifts, though our team can provide anonymity as well if that’s what’s right for you.