Including the Salisbury Association in Your Will or
Estate Plan

For generations, the Salisbury Association has protected open land, preserved local history, and brought neighbors together. A gift through your will or estate plan is one of the most meaningful ways to ensure that this work continues for generations to come.

This guide outlines the most common ways to include the Salisbury Association in your estate plans. We encourage you to review these options with an estate attorney or financial advisor to determine what best fits your goals.

Ways to Include the Salisbury Association:

1. A Bequest in Your Will or Trust

The most common way to make a planned gift. Your attorney can include language in your will or trust naming the Salisbury Association as a beneficiary. There are several different approaches to doing so.

2. Beneficiary Designations

Many assets can pass directly to the Salisbury Association without any changes to your will, simply by naming us as a beneficiary. This is often the simplest option and can typically be done by requesting a form from your plan administrator or bank. Assets that allow this include:

  • Retirement accounts (IRA, 401(k), and similar plans)
  • Life insurance policies
  • Bank or brokerage accounts, through a payable-on-death or transfer-on-death designation

3. Charitable Trusts

For donors with more complex estates, a charitable remainder or lead trust — established with the help of an attorney or financial advisor — can provide flexibility for both you and the Salisbury Association.

Let Us Know!

If you have included the Salisbury Association in your estate plans, we would be honored to know. Letting us know is never required, but it allows us to thank you, ensure your gift is designated as you intend, and welcome you into our community of legacy donors.

Questions?
We are happy to talk with you or your advisor about the options that make sense for you. Please contact us:

The Salisbury Association is a 501(c)(3) non-profit organization. This document is provided for informational purposes only and does not constitute legal, tax, or financial advice. Please consult your own attorney or financial advisor when making estate planning decisions.