Contact the Preserve Trust through Duncan Miller at email@example.com or at 480-348-3610 to arrange for an initial meeting and site visit. This will allow you to discuss your goals for the property, reserved rights, etc.
Submit an updated title search, available maps and surveys, and the deed to the Preserve Trust. Note: previous mortgages and liens will need to be satisfied or subordinated.
Consult with your attorney and tax advisers to review the IRS regulations concerning land donations and conservation easements.
Establish the tax value of the land donation or conservation easement by contracting with a licensed appraiser. Your appraisal must be conducted no more than 60 days before completing your donation.
Donor must file an IRS Form 8283 signed by the donor and the appraiser and obtain a gift letter from the Preserve Trust.
Donor should discuss the tax benefits and requirements of the land donation or conservation easement with their tax advisers.
When donating land or granting a conservation easement, IRS regulations require you to obtain a gift letter from the Preserve Trust that it has accepted your gift.