Gift and Estate Planning with ADK

Consider the many ways you can support the ADK mission while meeting your financial goals.

Is ADK already in your estate plans?
Let us know! We would love to thank you and welcome you to The Legacy Society. 

Need more information about gift and estate planning with ADK?

Contact us!

Email: donations@adk.org                    Mail
Phone: 518-668-4447                           ADK
Toll Free: 800-395-8080                        814 Goggins Road
Fax: 518-668-3746                                Lake George, NY 12845

ADK is not able to provide tax or legal advice. We encourage you to consult with your advisor(s).

Cash and Recurring Donations

A gift of cash is the simplest and fastest way to protect the wild lands and waters of New York State. Send a check payable to Adirondack Mountain Club, call in your credit card details, or contribute securely online.  ADK is a 501(c)(3) charitable organization, so your cash donation is tax-deductible to the extent allowed by law.

Become an ADK Champion with a recurring donation and join the ranks of ADK’s most ardent supporters. Your automatic monthly gift of $10 or more sustains our ongoing efforts to protect New York’s wild lands and waters and teach responsible recreation. Monthly giving is the easiest and most efficient way to support ADK. Visit ADK.org/donate and choose “make this a monthly gift.” You can stop your recurring donation at any time with a phone call, email, or letter.

Individuals who contribute $500 or more in a calendar year qualify for our Major Donor Societies.

ADK (Adirondack Mountain Club)
814 Goggins Road
Lake George, NY 12845
518-668-4447
Toll free: 1-800-395-8080
ADK.org/donate

Appreciated Securities

Donations of publicly traded stocks, bonds, or mutual fund shares may provide you with a tax deduction and hep you avoid capital gains tax, all while supporting the ADK mission.

For stock donations, use the transfer information below and please inform the development office of your plans: 800-395-8080, ext. 23 or lynn@adk.org.

Account name: Adirondack Mountain Club, Inc. (Tax ID #15-0586270)
Account number: 9757-7209
DTC number: 0164
Broker:
Charles Schwab
677 Broadway
Albany, NY 12207
518-455-7110

Donor Advised Funds

With changes to the tax laws, you may be looking for ways to offset income or to maximize your tax deductions. Have you considered gifts through a Donor Advised Fund (DAF)?

A DAF, often set up by community foundations, or which you may establish through a financial institution for you and your family, acts as a pool of funds from which you can make grants to public charities, such as ADK, overtime. Giving through a DAF gives you an immediate charitable income tax deduction in the year of the donation, while allowing you to defer, to a future date or dates, the actual distribution of the gift to one or more charities of your choice. In the meantime, the gift may continue to appreciate in value, tax-free, increasing the amount of funds you can continue to donate over time. You and your family retain the ability to tell the DAF which charity should receive what portion of your contribution at what time. It’s a helpful tax and charitable tool, and a great way to support ADK! If you would like to use a DAF to make ADK the recipient of a gift, please discuss this option with your financial or tax advisor.

If you’ve already set up a DAF, you can make your gift to ADK directly here.

Gifts through your IRA

Do you want to save on income taxes with distributions from your IRA?

When you reach the age of 70 ½, you’re obligated to take a yearly Required Minimum Distribution (RMD) from these retirement plans—whether you need it or not. Typically, most RMDs will be subject to income tax upon receipt. However, you may avoid having to pay tax on up to $100,000 a year in RMDs when you choose to make a Qualified Charitable Distribution (QCD), also known as a Charitable IRA rollover, that is paid directly to a public charitable organization such as ADK. Not only will you avoid paying income taxes and get the equivalent of a full income tax deduction, you will also help protect the wild lands and waters of New York State!

If you would like to make ADK the recipient of your QCD, please discuss this option with your financial or tax advisor, as requirements to qualify are specific.

A formal letter of transfer is required. See a sample here.

Gifts of Personal Property or Real Estate

A donation of tangible personal property or real estate can offer you tax benefits and will be put to use to protect the public lands and waters of New York State.

Bequests

The Adirondack Forest Preserve and New York’s other wild lands and waters need you now and for a long time to come. Help protect them for future generations by remembering ADK in your will. Your bequest can be a particular asset or a percentage of your estate. Please contact us if you wish to restrict the use of your gift.

Sample language for your advisor(s):

If you would like to give a specific amount of money or certain specific assets, such as real property or tangible property, consider adding language as follows:
I bequeath [INSERT $ AMOUNT] [OR] [INSERT PROPERTY DESCRIPTION] to Adirondack Mountain Club, 814 Goggins Road, Lake George, NY 12845 to be used or disposed of as its Board of Directors in its sole discretion deems appropriate.

If you would like to give all or a percentage of your estate, after expenses and other bequests to family have been paid, you can consider adding language as follows:
I bequeath [INSERT PERCENTAGE AMOUNT]% of my residuary estate to Adirondack Mountain Club, 814 Goggins Road, Lake George, NY 12845 to be used or disposed of as its Board of Directors in its sole discretion deems appropriate.

The foregoing language is only sample suggested language. ADK does not provide legal or tax advice, and because each estate and will is unique, please consult your tax, legal, or financial advisor if you would like to make a bequest by will to ADK.

Let us know your plans! We would like to welcome you into ADK’s Legacy Society.

Retirement Plan Gifts

You can name ADK as a partial or full beneficiary of your pension, 401(k), 403(b), IRA, or other retirement plan. Your plan’s administrator will provide you with the beneficiary designation forms you need to make this legacy gift.

Let us know your plans! We would like to welcome you into ADK’s Legacy Society.

Life Insurance

You can name ADK as a whole or partial beneficiary of your policy.

Let us know your plans! We would like to welcome you into ADK’s Legacy Society.

Other Options

Work with your advisor to establish a split interest gift that provides you with income during your lifetime.

ADK is not able to provide tax or legal advice. We encourage you to consult with your advisor(s).