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Donate to BTT Join/Renew Membership Planned Giving

Legacy Gifts

Create a Legacy of Habitat Protection

Whatever your stage in life, planned giving can benefit you and your loved ones while helping to ensure the health of the flats fishery for generations to come. Depending on your circumstances, some planned gifts can have an impact now, while others come later, but all have a significant impact on our beloved flats fish and habitats. There are also many tax benefits when considering this type of transformative gift. Explore your options here or contact us for more information.

Learn More Contact Mark Rehbein, BTT Director of Development

Planned Giving Options

Browse planned giving options to find the right gift for you. Benefits may include tax savings or income for life.

Will or Estate Plan

Help ensure the future of the flats fisheries by including BTT in your will or estate plan. It’s often as simple as designating BTT as a recipient organization. We can provide the language and answer other questions about this option.

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Donate Stock

Give appreciated securities and you may be able to take a tax deduction and avoid capital gains taxes while helping to conserve the flats fishery.

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Life Insurance Policies

When you name BTT as a beneficiary of your life insurance policy, you’re also helping to ensure flats habitats and species. And you may be able to save on estate taxes.

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Retirement Plans

Naming BTT as a beneficiary of your IRA, 401k or other qualified plan may eliminate both income and estate taxes.

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Gifts of Assets

IRAs

If you are 70 ½ or older, you can use your required minimum distributions to make gifts from your IRA.

Personal Property

Donate art, rare coins, gear, jewelry and other valuable personal property to support flats conservation and possibly save on taxes.

Real Estate

Donate residential, commercial or undeveloped real estate. BTT will sell the donated assets and use the proceeds to conserve the fishery you love.

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Other Gift Options

In addition to the planned giving options below, you may wish to consult with your estate planner about charitable gift annuities, testamentary gifts and other planned giving devises.

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Bonefish & Tarpon Trust

Bonefish & Tarpon Trust
2937 SW 27th Avenue Suite 203
Miami, FL 33133

1% For The Planet Recipient

FL Compliance Statement

Financial information about Bonefish & Tarpon Trust can be obtained by writing to us at 2937 SW 27th Avenue, Suite 203, Miami, FL 33133 or as stated below: BONEFISH & TARPON TRUST FLORIDA REGISTRATION # CH15047: A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE WITHIN THE STATE, 1-800-HELP-FLA (435-7352) OR BY VISITING THEIR WEBSITE AT: https://csapp.800helpfla.com/cspublicapp/giftgiversquery/giftgiversquery.aspx REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATIONS BY THE STATE.

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Bonefish & Tarpon Trust (BTT) Governing Documents and Financial Statements are available for review at the BTT office.