Phone: 1 (910) 457-0089
WAYS TO GIVE

Plan My Legacy

Safeguarding the island you love for those who follow.
Legacy gifts ensure that BHIC’s work to discover, learn, conserve, and preserve endures far beyond today. By including the Conservancy in your estate plans, you help safeguard the fragile ecosystems and island community you love for generations to come.

Rooted in Conservation. Growing for the Future.

Already included us in your estate plans? Let us know!
What is a Legacy Gift?

A planned (or legacy) gift is a way to make a lasting impact on Bald Head Island while meeting your personal, financial, and philanthropic goals. These gifts are typically arranged during your lifetime and realized in the future, ensuring your commitment to conservation continues for generations.

Ways You Can Give

Will or Trust

One of the simplest and most meaningful ways to support BHIC’s mission is by including a gift in your will or living trust.
More info

Retirement Accounts

Gifting retirement assets, such as an IRA, 401(k), 403(b), or pension is a simple, tax-efficient way to make a lasting impact.
More info

IRA Rollover

If you are 70½ or older, you can make a direct gift from your IRA to BHIC. This simple, tax-smart gift allows you to support the island’s habitats, wildlife, and educational programs while creating a lasting legacy.
More info

Stocks

Making a gift of appreciated stocks, bonds, or mutual funds to the Bald Head Island Conservancy is a powerful, tax-smart way to support the island’s wildlife, habitats, and education programs.
More info

Real Estate

The Bald Head Island Conservancy and the Smith Island Land Trust (SILT) work hand in hand to protect the island’s natural landscapes.
More info
Give Today

Every gift, large or small, helps protect Bald Head Island’s unique habitats, wildlife, and educational programs. By giving today, you ensure that our conservation work continues uninterrupted and that future generations can experience and learn from this extraordinary place.

Your support allows us to act now—restoring habitats, supporting wildlife, and fostering a love of nature across the island community. Make your gift today and be part of a legacy that lasts for generations.

Donate
To leave a legacy donation will ensure that this valuable work of the Conservancy will continue in the future. This gift we have been given, this unique island, needs to be preserved and protected for the enjoyment of future generations.”

— Kathy and Bob Ketels

Kathy & Bob Ketels, BHIC Life Members

Want to give but not sure how?

Our Philanthropy Department will help you get started! 
Start a conversation

Our team is here to answer questions, provide guidance, and discuss options in complete confidence.

me and baby

Kaitlin O’Toole
Philanthropy Specialist
kaitlin@bhic.org
(910) 338-0904

Plan My Legacy

Will or Trust

One of the simplest and most meaningful ways to support BHIC’s mission is by including a gift in your will or living trust. You can designate a specific amount, a percentage, or a remainder of your estate—ensuring your legacy reflects your love for this island. 

We’re pleased to provide sample language to help you with your estate planning: 

I give to the Bald Head Island Conservancy, of Bald Head Island, North Carolina, the sum of $____, or ___ percent of my estate, or the following property: ____, or all of the remainder of my estate, to be used at the discretion of the Bald Head Island Conservancy to support its mission of conservation, education, and preservation.

Tax ID: 58-1574496

Retirement Accounts

Gifting retirement assets—such as an IRA, 401(k), 403(b), or pension—is a simple, tax-efficient way to make a lasting impact on Bald Head Island. Many people don’t use all their retirement savings in their lifetime, so directing the remainder to BHIC helps protect the island’s habitats, wildlife, and educational programs for generations to come. 

Other financial accounts, including health savings accounts, donor-advised funds, or brokerage and savings accounts, can also be used to leave a meaningful legacy.

IRA Rollover

If you are 70½ or older, you can make a direct gift from your IRA to BHIC. This simple, tax-smart gift allows you to support the island’s habitats, wildlife, and educational programs while creating a lasting legacy. It’s a great option for those who want to make a meaningful impact through their retirement account.

Stocks

Making a gift of appreciated stocks, bonds, or mutual funds to the Bald Head Island Conservancy is a powerful, tax-smart way to support the island’s wildlife, habitats, and education programs. By donating appreciated securities, you may avoid capital gains tax and qualify for a charitable deduction—while BHIC puts your gift to work right away to protect this extraordinary place for generations to come.

How to Make a Gift of Stock
To initiate a stock transfer, please provide your broker with the following instructions:

 • Common Stock
 • DTC Participant No: 5409
 • Internal Account No: F/B/O First Citizens Bank 74-2094-01-4
 • For Further Credit: Donor Name & Bald Head Island Conservancy Stock Gift 680101011

Real Estate

The Bald Head Island Conservancy and the Smith Island Land Trust (SILT) work hand in hand to protect the island’s natural landscapes. Through SILT, donors can make a lasting impact by contributing undeveloped property that supports long-term land preservation and habitat protection.

A one-time stewardship donation helps ensure each property is cared for in perpetuity. SILT may also accept properties with conservation easements to further guarantee permanent protection.

Learn more about SILT here

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