This national week was established in 2008 by the House of Representatives to help the public understand what estate planning is and why it is such a vital component of financial wellness.
It’s a timely reminder to take one of the most important steps in planning for the future — creating or updating your will. Making a will is one of the most meaningful ways to take care of your loved ones and the causes you care about.
At Upstate Forever, we often ask ourselves: who helped shape this organization into the force for conservation it is today? Who laid the foundation for the success we now build upon? The truth is, Upstate Forever’s continued progress is not just due to today’s efforts — but also to the thoughtful planning of those who came before us.
A planned gift, such as a charitable bequest through your will or trust, is one of the most straightforward and impactful ways to support the work of Upstate Forever for decades to come. Not only does a bequest allow you to leave an enduring legacy that supports land protection, clean water initiatives, and responsible growth, it can also provide a charitable deduction for your estate — helping to ease the tax burden on your heirs.
Including a gift to Upstate Forever in your will is more than a financial decision. It’s a gift to your family and your community. It ensures your intentions are clearly stated, giving your loved ones peace of mind and helping avoid unnecessary stress during a difficult time.
Imagine this: years from now, someone new joins the team at Upstate Forever. They look around at the protected landscapes, the restored rivers, the preserved trails and forests, and they ask, “Who made this possible?”
The answer could be you.
Whether your bequest is large or small, your generosity will play a crucial role in safeguarding the Upstate’s natural beauty for generations. There are still so many acres left to conserve and care for, and so many opportunities to ensure clean water, vibrant green spaces, and access to nature for everyone.
If you have already included Upstate Forever in your plans, we would be honored to know. Not only does this allow us to thank you, but it also ensures we understand and honor your intentions.
This October, as you reflect on the legacy you wish to leave, consider how your support can shape the future of the Upstate. Let’s work together to ensure this region remains a healthy, resilient, and beautiful place to call home — for generations to come!
So, whether you've already included Upstate Forever in your estate plans or would like to discuss your options as you weigh a future decision, please feel free to contact me at mmartin@upstateforever.org or (864) 203-1930.
Please note: Upstate Forever is unable to provide tax, legal, or financial advice regarding wills, estate, or other planned gifts. We strongly recommend you consult with a qualified attorney, financial advisor, or tax professional to help guide you in making decisions that align with your personal financial and estate planning goals.