Income for Today, a Legacy for Tomorrow

Establishing a charitable gift annuity benefiting American Farmland Trust through the National Gift Annuity Foundation (NGAF) is an investment that reciprocates. It can offer you and another beneficiary a steady income for life. Additionally, you may be eligible for an immediate income tax deduction. This not only benefits you financially but also significantly contributes to the protection of America's farmland.

How It Works

• American Farmland Trust has chosen to outsource the issuance of charitable gift annuities to the National Gift Annuity Foundation (NGAF).

• You establish an annuity by making an irrevocable transfer of $20,000 or more in cash, securities, or other assets to NGAF.

• You and up to two beneficiaries will receive annual payments for life at a competitive rate determined by the age of the beneficiaries. The youngest annuitant must be at least 55 years old.

• You can start receiving payments at age 55 or defer them for a year or more. The later you choose to start your payments, the higher the rate you'll receive.

• You will qualify for an immediate tax deduction. If you contribute appreciated assets, you might also be able to save on capital gains taxes.

• After the lifetime of the income beneficiaries, the principal is transferred to American Farmland Trust, furthering our mission of protecting farmland and promoting sustainable agriculture.

How You Benefit

Here are the enhanced benefits of a Charitable Gift Annuity (CGA) through NGAF:

• Lifetime Income: You and your chosen beneficiary will receive secure payments for life, providing long-term financial stability.

• Immediate Tax Benefit: You are eligible for an immediate income tax deduction for a portion of your donation, which can offer substantial tax savings.

• Backed by NGAF: The lifetime annuity is supported by a dedicated reserve and the full financial resources of the National Gift Annuity Foundation, ensuring its reliability.

• Tax-Efficient Payments: Your annuity payments are partially ordinary income and partially tax-free. If your gift is made with appreciated property, a portion of your annuity payments may also qualify as capital gains income, potentially enhancing your tax efficiency.

• Personal Fulfillment: Enjoy the gratification of making a significant contribution that provides immediate benefits to you and will support American Farmland Trust's mission of protecting farmland and promoting sustainable agriculture for future generations.

For more information on the National Gift Annuity Foundation (NGAF), please visit NGAF's website.

Support Farmland Conservation and Receive Income for Life

Are you interested in supporting the protection of America's farmland while receiving income for life or  a fixed number of years? A charitable remainder unitrust could help you achieve your personal objectives, enhance your loved ones' financial security, and leave a lasting impact on farmland conservation. By choosing American Farmland Trust as your beneficiary, you contribute to a future where farmland is protected, and sustainable farming practices thrive.

How It Works

A charitable remainder unitrust is a remarkable way to support American Farmland Trust while also receiving income for life or a fixed number of years. You'll benefit from an immediate income tax deduction for a portion of your contribution and may save on capital gains taxes if you donate an appreciated asset.

• Establish a Trust: You initiate a trust with American Farmland Trust using $100,000 or more in cash or securities or $100,000 or more in real estate.

• Legal Documentation: If American Farmland Trust is named trustee, our legal counsel will draft a trust document. When we serve as trustee, we collaborate with investment partners to manage the trust appropriately.

• Receive Payments: You or your beneficiaries, who must be age 50 or older, receive payments for life or a term of up to 20 years. Payments will fluctuate based on the performance of the trust's investments and are based on a rate agreed upon when the trust is established. (We most commonly use the statutory minimum rate of 5 percent.)

• Asset Transfer: If you donate appreciated securities to the trust, those assets can be sold and the full amount reinvested without incurring capital gains tax at the time of the transfer.

• Add to Your Trust: You have the flexibility to add to your trust at any time with additional gifts of cash, marketable securities, or real estate.

• Trust Termination: When the unitrust ends—either at the death of the last beneficiary or at the end of the trust term—the remaining balance will be transferred to American Farmland Trust, supporting our mission and goals.

How You Benefit

The benefits of a Charitable Remainder Unitrust (CRUT) include:

• Lifetime Income: Provides a source of income for your lifetime, for the lives of multiple beneficiaries, or for a predetermined number of years.

• Flexible Funding: Offers diverse and adaptable funding options to suit your financial situation best.

• Portfolio Diversification: An excellent opportunity to diversify your investment portfolio.

• Tax-efficient Transfer: When you donate appreciated assets to the trust, no capital gains tax is due at the time of transfer, maximizing your contribution.

• Income Tax Benefits: You may be eligible for a partial charitable income tax deduction in the year of your gift, potentially carrying over additional deductions in subsequent years.

• Making a Difference: Experience the satisfaction of knowing that your contribution supports the conservation of farmland and the promotion of sustainable agriculture, contributing to a healthier and more sustainable future.

More Information

The standard unitrust is structured to deliver income as a fixed percentage of a progressively growing principal. This ensures that your payments can increase over time. Payments from a standard unitrust commence as soon as the trust is established and funded. On the other hand, you could consider setting up a 'FLIP' unitrust.

This unique arrangement offers several benefits:

• Future Income Growth: By deferring your trust payments, they can accumulate over time, providing you with a boosted income in the future.

• Asset Appreciation: A 'FLIP' unitrust allows you to hold appreciated assets, eliminating the immediate capital gains cost of a sale.

• Inflation Protection: The deferred and growing payments can safeguard against inflation, ensuring  future financial security.

Support Farmland Conservation with a Simple Action

You can contribute significantly to the future of America's farmland by designating American Farmland Trust as a beneficiary of your life insurance policy. This simple action can profoundly impact the continued growth and sustainability of farmland for generations to come.

How It Works

You can name American Farmland Trust as your life insurance policy's primary beneficiary or contingent beneficiary should your other beneficiaries not survive you.

Please note: You can also irrevocably donate your paid-up life insurance policy—please contact us directly about making this type of gift.

Here's the process:

• Provide now for a future gift by naming American Farmland Trust as beneficiary of a policy insuring your life.

• At the insured's passing, the benefits pass to American Farmland Trust free of federal estate tax and are applied to the program designated by the donor.

Benefits

• Simplify Estate Planning: This strategy requires minimal paperwork, making it a straightforward and accessible way to plan your estate.

• Flexibility: You can modify your decision and beneficiaries at any time, giving you complete control over your policy.

• Tax Efficiency: By removing an asset from your potential gross taxable estate, you can potentially reduce future tax obligations.

• Support Farmland Conservation: By choosing an organization dedicated to protecting America's farmland as your beneficiary, you're investing in the future of sustainable agriculture and farmland preservation.

• Personal Fulfillment: Experience the deep satisfaction of knowing you're making a lasting impact on causes that are personally meaningful to you.

Can It Work for You?

Considering a life insurance gift could be beneficial for you if:

• You are an early-stage donor seeking to make a considerable contribution. This strategy allows you to make a meaningful impact regardless of your current wealth status.

• Your estate might not have considerable assets for distribution to beneficiaries outside your family. A life insurance gift provides an efficient way to contribute to your favorite cause without impacting your family's inheritance.

Follow These Steps to Make Sure Your Gift Is Received

• Request a beneficiary form from your bank or plan administrator. This form—not your will—determines how these assets are distributed after your lifetime.

• Write in American Farmland Trust as beneficiary or partial beneficiary using our business address: National Office, 1150 Connecticut Ave NW, Suite 600, Washington, DC 20036.

• If the form requests a social security number, use our tax identification number: 52-1190211.

• Return the beneficiary form to your plan administrator. Send us a copy as well, sharing as much account information as you're comfortable with so we can correctly identify and claim your gift (e.g., account type, account number, approximate value). Unless you specify otherwise, your gift will support American Farmland Trust priorities.

• When creating your will or trust, include a list of your non-probate assets and the beneficiaries' contact information. Also, speak to your executor/trustee about providing copies of death certificates, which most custodians require for beneficiary claims.

More Information

Example: You bought a life insurance policy to protect your family. Your family no longer needs this protection, and you decide to name American Farmland Trust as the policy beneficiary. After your lifetime, the policy benefits will go to AFT to support the conservation of America's farmland and promote sustainable agriculture.

Invest in Farmland Conservation with Appreciated Securities

Contributing stocks or mutual funds to American Farmland Trust constitutes an intelligent and straightforward method to bolster farmland conservation initiatives. You could potentially circumvent capital gains tax, diversify your investment portfolio, and establish a consistent income stream through a gift of appreciated securities. This strategic move supports your financial planning and contributes significantly to the protection and sustainability of America's farmland.

How It Works

• Contribution of Appreciated Securities: You can contribute appreciated securities such as publicly traded stocks, bonds, or mutual fund shares to American Farmland Trust (AFT). This allows you to bypass capital gains tax potentially and provides avenues for diversifying your investment portfolio and establishing a regular income stream. This process is an efficient and streamlined approach to philanthropy.

• Transfer and Liquidation: You transfer your appreciated securities to AFT. AFT liquidates the securities, utilizing the proceeds to fuel crucial farmland conservation and sustainable agriculture initiatives. This strategic act of generosity can significantly impact AFT's mission while complementing your financial objectives.

How You Benefit

• Tax Deduction: Upon making such a strategic contribution, you receive recognition and an immediate income tax deduction determined by the fair market value (calculated as the average of the high and low prices on the day of transfer).

• Avoid Capital Gains Tax: This process allows you to avoid capital gains tax, an often significant benefit. Additionally, you can channel your contribution into a charitable gift annuity or a unitrust. This approach diversifies your portfolio and enables you to obtain lifetime payments that may equal or even exceed the dividends currently yielded by the securities.

• Full Deductibility: To ensure full deductibility, the securities you utilize for your gift must have been in your possession for over a year. This critical detail ensures your donation complies with tax regulations while maximizing the benefits to you and American Farmland Trust.

More Information

By contributing appreciated securities, you stand to gain from a two-fold advantage: you can claim the gift as a charitable deduction while concurrently avoiding capital gains tax during the transfer. However, it's important to note that if you opt to fund a gift that provides you with an income stream, some capital gains tax may apply to that income.

This unique combination of benefits empowers you to maximize the impact of your contribution. Donating appreciated securities instead of cash can effectively leverage your philanthropic capacity, facilitating a more substantial gift to American Farmland Trust.

Stock Transfer Instructions

A gift of stock is one of the simplest and most tax-savvy ways to support American Farmland Trust. Just transfer appreciated securities (stocks, bonds, mutual funds) you have owned for at least one year to AFT; pay no capital gains tax plus take a charitable deduction for the full fair-market value of your gift. Most importantly, your gift supports critical farmland conservation efforts.

The entire transaction can be handled electronically, saving you time and effort. Simply supply your broker with the following information:

Brokerage: Merrill Lynch, Pierce, Fenner, & Smith, Washington, DC
Phone Number: (202) 659-7312
Contact: Misty Davis, [email protected]
DTC Number: 8862
Account Name: American Farmland Trust (Federal ID # 52-1190211)
Account Number: 749-04037

If you have any questions, please contact AFT at 1-800-431-1499.

Please Note: This is not intended as tax advice. Please consult your professional advisor to determine how tax laws apply to you.

Real Estate Can Make a Significant Impact

An asset that's been in your family for generations can serve as a gift to future generations of farmers and conservationists. Donating all or part of your property to American Farmland Trust may reduce your capital gains tax, receive an income tax deduction, and secure income for life—and you may even be able to continue to use or live on the property. Most importantly, your generous gift will support AFT's mission of protecting America's farmland.

How It Works

There are various ways to use your real estate to support the mission of American Farmland Trust while furthering your financial goals.

• Save on Taxes: Donate your property outright. AFT will sell it and use the proceeds to support farmland conservation and sustainable agriculture initiatives. You will receive a tax deduction for the property's full value and could avoid paying capital gains tax.

• Receive Income: Use your property to fund a gift that provides you with income. You'll qualify for a charitable income tax deduction for part of the property's value and receive income for life (or a term of years) for yourself and a beneficiary. Your gift will help foster farmland conservation and sustainable agriculture.

• Stay in Your Home: By creating a retained life estate, you can donate your home and continue to live there (it does not have to be your principal residence). You will receive an immediate tax deduction. At the end of your tenancy, American Farmland Trust will sell the property and use the proceeds to support farmland conservation.

• Make a Gift in Your Will or Trust: Maintain control of your property by making a gift through your will or trust. You can change your mind or alter your gift at any time. Ultimately, American Farmland Trust will use your gift to support farmland conservation and sustainable agriculture for future generations.

• Undivided Interest Gifts: An income tax charitable deduction is allowed for a transfer of a partial interest if that interest is an undivided portion of the donor's entire interest in the property. A donor can gift an interest in their property to AFT and then, together as co-owners, sell the property to a third party. The donor and AFT benefit from the sale proceeds to the third-party buyer.

How You Benefit

There are various ways to utilize your real estate to support American Farmland Trust's mission while advancing your financial goals.

• Income Tax Deduction: You might be eligible for an income tax deduction for the fair market value of your property, reducing your tax liability.

• Capital Gains Tax Reduction: You can potentially reduce or even eliminate capital gains taxes owed on your property, providing you with further financial benefits.

• Lifetime Income: You may use your property to establish a gift that will provide you with a lifetime income, ensuring financial security.

• Ownership Responsibilities: Your ownership responsibilities are eliminated, freeing you from the tasks and expenses associated with property maintenance.

Can It Work for You?

A gift of real estate may be the right choice for you if:

• You own residential, commercial, or undeveloped real estate that has appreciated in value and that you no longer wish to maintain.

• You are worried about escalating real estate taxes and the capital gains expense associated with selling the property.

• The property can contribute to American Farmland Trust's mission of protecting farmland and promoting sustainable agriculture, or it is readily marketable and poses no environmental concerns.

If you are aged 70½ or above, you can execute a tax-free distribution from your IRA directly to American Farmland Trust. This strategy is a highly efficient method of bolstering the causes you hold dear, supporting our mission while optimizing your tax benefits.

How It Works

• Contribution Methods: You can contribute to American Farmland Trust through a check, wire transfer, or online donation, investing in the future of farmland conservation.

• IRA Distributions: You can direct distributions from your traditional or Roth IRA to American Farmland Trust in an amount you choose, up to an annual limit set by the IRS (please note this law does not cover other types of retirement plans).

• Tax Efficiency: These distributions go directly to American Farmland Trust and are not subject to federal income tax, thus providing a tax-efficient way to support farmland conservation.

How You Benefit

• Satisfy RMDs: If you're aged 73 or above, your contribution can be utilized to satisfy your Required Minimum Distribution (RMD), helping support farmland conservation at American Farmland Trust.

• Bypass Income Tax: This method allows you to potentially bypass the income tax penalty on your distributions, making your gift even more impactful.

• Immediate Impact: Witness the immediate effect of your generosity as your gift goes straight into supporting essential conservation initiatives, enhancing the quality of farmland protection and sustainable agriculture.

Can It Work for You?

A gift through your IRA may be for you if:

• You are over age 70½.

• You are over age 73 and do not need the additional income from your required minimum distribution (RMD).

• You don't itemize deductions or are subject to a rule that limits your deductions.

• You live in a state with no charitable income tax deduction.

• You are no longer working and making contributions to a retirement plan.

More Information

Example: You are 75 years old, and your adjusted gross income will total $200,000 this year. You direct a $100,000 payment from your IRA to American Farmland Trust.

Scenario

• Donor: Individual age 75

• Withdrawal from IRA: $100,000

• Contribution: $100,000

• Income tax on withdrawal: $0

• Charitable deduction for withdrawal: $0

Please note that AFT planned giving cannot render tax or legal advice, and we urge you to consult with your professional advisor about your situation before making a charitable gift.

Making Your Gift

• Contact your IRA custodian and ask them to send the check for a "qualified charitable distribution" to American Farmland Trust to the attention of Planned Giving at the following address:

American Farmland Trust National Office 1150 Connecticut Ave NW, Suite 600 Washington, DC 20036

Please Note

If you're currently employed and contributing to a retirement account, this kind of gift to American Farmland Trust could affect your taxable income. We strongly recommend consulting with a qualified advisor before making such a contribution. Suppose you're under the age of 70½. In that case, you can use your IRA to support American Farmland Trust's mission by withdrawing and donating the post-tax proceeds or designating AFT as a beneficiary of your retirement plan.

It's important to note that Qualified Charitable Distributions (QCDs) can only be made from Individual Retirement Accounts (IRAs). Unfortunately, QCDs cannot be made directly from other types of retirement plans, such as 401(k) or 403(b) accounts. Please consult your financial advisor for potential strategies to roll these funds into an IRA if you want to make a QCD to support American Farmland Trust.

Manage Your Charitable Giving Simply and Efficiently

If you're considering supporting multiple organizations or securing a charitable tax deduction upfront while deciding on the recipients later, a donor-advised fund (DAF) could be the ideal solution. These funds can be initiated through several entities, including community foundations and financial services firms.

Can It Work for You?

This gift may be for you if:

• You have extra income or a special taxable event but desire to make charitable gifts over several years. A DAF allows you to distribute your gifts over time while securing a tax deduction in the contribution year.

• You have several different charitable interests and want to simplify your giving. A DAF can serve as a centralized vehicle for all your charitable donations, streamlining the process and making it easier to manage.

• You have a private foundation that you wish to terminate. You can send those assets to a DAF, a more straightforward and potentially tax-advantageous way to manage your charitable giving.

• You wish to use a DAF to complement a private foundation (perhaps to give anonymously). A DAF offers the flexibility to make anonymous gifts, ensuring your privacy while contributing to causes you care about, such as supporting American Farmland Trust's mission of protecting farmland and promoting sustainable agriculture.

If you are a hands-on donor, consider the flexibility and practicality of a Donor-Advised Fund.

Leave a Lasting Legacy: Protect America's Farmland for Future Generations

Join the many supporters who ensure a sustainable future for America's farmland by including AFT in their wills or estate plans. Your generous gift will help safeguard farmland, support farmers, and promote sustainable agriculture for years to come.

How It Works

This type of giving allows you to leave a specific asset or a portion of your estate to American Farmland Trust (AFT). This is done by including a bequest provision in your will or revocable trust. You can set this up when creating your will or trust, or by updating an existing one with a straightforward document. AFT can be listed as either a primary or a contingent beneficiary.

Unless you provide different instructions, your donation will be allocated to support our most pressing needs. Please contact us if you would like to contribute to a specific program or initiative. We'll assist you in crafting the appropriate language and ensure we can accommodate your intentions.

After making your decision, it's important to notify AFT of your commitment. This helps us with future planning and guarantees that your wishes can be fully realized. Communication is particularly crucial for gifts involving real estate, business interests, or other specialized property.

Following your lifetime, AFT receives the gift and utilizes it according to the purpose(s) you indicated. Unrestricted donations are used to support the organization's most critical efforts.

The amount you distribute is fully deductible for federal estate tax purposes, and there's no limit to the deduction your estate can claim. Additionally, the gift is typically exempt from state inheritance taxes.

Benefits

• Your gift costs you nothing now. You retain control of your assets and can modify your gift anytime.

• Your gift can remain anonymous if you choose.

• Your gift may provide tax savings or help reduce the tax burden for your heirs.

• You can direct your gift to a particular purpose (be sure to check with American Farmland Trust to ensure your request is understood and that your gift can be used as you intend).

• You can leave a gift in honor or memory of someone who inspired your commitment to farmland conservation.

• You qualify for a Farmland Forever Society membership.

• You will be helping to support future generations of farmers and promote sustainable agriculture.

More Information

As you create your will or trust, we encourage you to communicate with us if you're considering limiting the application of your bequest. Please be aware that a particular restriction might pose a risk as the program you wish to assist may not have the exact needs or relevance in the future when your gift is received.

The residual balance in your retirement plan can serve as a tax-efficient donation and be gifted to American Farmland Trust. To prevent its inclusion in your taxable estate, designate your charity of choice directly on your plan's beneficiary form.

There are several varieties of bequests, each offering unique methods for guiding how your estate is distributed. We invite you to contact us for more comprehensive information on this matter.

Naming American Farmland Trust as a Beneficiary

The residual balance in your retirement plan can be a savvy, tax-efficient donation. However, it's crucial not to assign it to us through your will or trust, as this will cause  the plan to be included in your taxable estate. Utilizing your plan's successor beneficiary form to make the designation is better.

In a similar vein, you have the option to designate American Farmland Trust as the primary or contingent beneficiary of your life insurance policy. This move could potentially help to reduce your tax liabilities.

Legal Language

If you wish to name American Farmland Trust in your estate plan, please list us as:

"American Farmland Trust, a nonprofit organized and existing under the laws of Washington, DC, with a principal business address of 1150 Connecticut Ave NW, Suite 600, Washington, DC 20036. Tax identification number: 52-1190211."

Name American Farmland Trust as a Beneficiary of Your Retirement Plan

Support the protection of America's farmland and ensure your heirs' well-being by designating American Farmland Trust as a full or partial beneficiary of your IRA, 401(k), or other qualified retirement plans. The tax implications for your retirement assets may not be as you initially thought. In fact, by donating your retirement assets and allocating other assets to your heirs, you may be able to provide more for your heirs in the end. This approach presents a win-win situation for your beneficiaries and the future of farmland conservation.

How It Works

• Advisor Consultation: Your financial advisor and American Farmland Trust gift planning professionals can help you determine whether income from a gift plan or withdrawals from your retirement account would most benefit your heirs. For more information, contact one of our gift-planning experts.

• Beneficiary Designation: You name American Farmland Trust as the beneficiary of a qualifying retirement plan through a beneficiary designation form, ensuring assets will not be included in your taxable estate. An extra step may be required to designate a 401(k).

Help AFT Now and Your Heirs Later

A charitable lead trust transfers the income from trust assets to American Farmland Trust for life or a term of years, after which the assets become available to you or your heirs. This enables you to immediately contribute to supporting farmland conservation and later leave your heir's assets at greatly reduced tax rates. This impactful financial strategy allows you to provide for your loved ones while significantly contributing to AFT's mission of protecting farmland.

How It Works

• Trust Assets Distribution: Trust assets are often distributed at significantly reduced gift and estate tax rates. Depending on rates at the date of funding, you or your heirs can also receive significant appreciation in these assets with no additional tax consequences.

• Transfer Assets: You transfer assets to a trustee of your choice and create a charitable lead trust.

• Investment of Trust Assets: The trustee invests the trust assets. The taxation and benefits vary depending on the specific type of lead trust you establish.

• Payments to AFT: The trust makes payments (either a fixed percentage of the principal or a fixed dollar amount, depending on the type of trust) to the American Farmland Trust for life or a term of years.

• Remaining Principal: When the trust terminates, the remaining principal is paid to you or your heirs.

• This way, you can contribute to American Farmland Trust's mission of protecting farmland while securing a financial advantage for you or your loved ones.

How You Benefit

• Tax Benefits: You may be able to reduce your gift or estate taxes, as the tax benefits vary based on the type of trust you create. This potentially significant financial advantage can substantially impact your estate planning.

• Avoid Additional Taxes: You avoid taxes from all appreciation on assets held within the trust. This means any increase in the value of your assets within the trust won't be subject to additional taxation.

• Flexible Payments: You often may be able to set the amount and term of the payments to reduce or even eliminate transfer taxes when the principal reverts to you or your heirs. This provides flexibility and control in your financial planning.

• Immediate Impact: You have the satisfaction of making a significant gift to American Farmland Trust now, which reduces the taxes due on transfers to you or your heirs later. Your contribution supports AFT's mission of protecting farmland, creating a lasting legacy, and a profound impact on preserving America's farmland.

Important Legal Document Information

If you are considering including American Farmland Trust in your estate plans, you will need to refer to us in your legal documents as:

"American Farmland Trust, a nonprofit organization organized and existing under the laws of Washington, DC, with the principal business address of 1150 Connecticut Ave NW, Suite 600, Washington, DC 20036. Our tax identification number is 52-1190211."

Additional Sample Bequest Language

Restricted As a Percentage of the Estate

"I give, devise, and bequeath to American Farmland Trust __________ percent (%) of the rest, residue, and remainder of my estate to be used for __________________________________________ at American Farmland Trust."

Many individuals establish endowments at AFT to honor the memory of a family member or another loved one. These endowments live forever since only the income is used annually. The sample language provided below can be used to fund a previously established endowment. If you have questions about establishing an endowment, please contact the Office of Gift Planning at American Farmland Trust.

Restricted as a Percentage of Estate for Endowment

"I give, devise, and bequeath to American Farmland Trust __________ percent (%) of the rest, residue, and remainder of my estate to establish the ____________________ INVESTMENT FUND. The principal of this Fund shall be invested as part of American Farmland Trust’s endowment and in accordance with its policies. The income therefrom is to be used by American Farmland Trust for ____________________________________.

"Backstopping" Your Gift Through an Estate Provision

Donors may desire to ensure that their pledges to American Farmland Trust are fully supported and funded. One method to secure this support is to establish a "backstop" in your estate provision. A "backstop" guarantees that gifts made through your estate will supplement your lifetime gifts to achieve the desired level of support.

"To the extent that I have not given the sum of $ __________ to American Farmland Trust for (specific purpose/fund/pledge/endowment) during my lifetime, I bequeath the amount necessary to bring my total contributions to this institution to that amount."

Referencing a Gift Agreement in a Will or Trust

Often, donors establish gift agreements with American Farmland Trust. These agreements enable donors to designate their gift for a specific purpose at AFT. If you have a named gift agreement with American Farmland Trust, the specific name of the gift agreement should be included in the bequest language.

"I give, devise, and bequeath to American Farmland Trust a gift subject to the terms of a separate gift agreement (named) __________ between myself and American Farmland Trust."