This Event has expired.

Conservation Legacy Opportunities

Techniques, tax credits and case studies on permanent land protection & estate gifts


Intended audience:

Attorneys in general practice as well as those who focus in estate planning, financial planners, tax preparers and others who professionally advise landowners.

1.5 hours of Continuing Legal Education (CLE) credit available.


Free. Lunch provided by Subway, starting at 11:30 a.m.

To register for this free event, go to
Questions? Contact Anita O’Gara,, 515-288-1846, ext. 18.


Simmons Perrine Moyer Bergman PLC
Iowa Natural Heritage Foundation
Black Hawk County Conservation Board

When clients are worried about the future of their land, or if they want to do something special for Iowa nature in their estate plans, it’s good to know people and techniques that may provide unique tax benefits as well as peace of mind. This session can be especially useful as you work with clients who are entrusted with multi-generation family lands, who manage natural sites for wildlife and recreation, or are otherwise motivated to ensure that their land is protected and well-managed beyond their ownership or lifetimes. 

Attendees will learn about:
  • The Iowa Charitable Conservation Contribution Tax Credit for donations of land
  • The enhanced federal tax benefits for donated conservation easements
  • Methods of donating land to conservation agencies or non-profit organizations with conservation missions
  • Conservation easements, which provide permanent protection of natural land while retaining private ownership
  • Resources for assisting clients with conservation legacies and/or land protection, including:
    • the statewide non-profit Iowa Natural Heritage Foundation, whose free assistance has helped hundreds of landowners and their attorneys and advisors find solutions that fit their goals and their land.
    • the Black Hawk County Conservation Board, whose programs and endowments offer  varied opportunities for local conservation legacies and permanent land protection


Paul Morf
Simmons Perrine Moyer Bergman PLC
115 Third Street SE, Suite 1200 , Cedar Rapids IA 52401-1266
319-366-7641  |  |

Morf has experience assisting clients with establishing conservation easements, donating land for conservation, and claiming tax deductions or tax credits related to their conservation contributions.

Anita O’Gara
Vice President
Iowa Natural Heritage Foundation
505 5th Avenue, Suite 444, Des Moines, IA 50309
515-288-1846  |

O’Gara has worked with landowners and their professional advisors for 18 years, helping them to consider their goals and options for the future of their land. She has facilitated land donations and bequests and taught workshops for the conservation community on land protection options.

Course outline

11:30 – noon          Registration, casual networking and no-cost lunch donated by Subway.

12:00 noon             Program begins

  • Who wants to protect their land, and why?
    • What kinds of land are suitable for protection?
  • Case study: Donation of land for conservation and public benefit
    • How this simplified the estate, provided tax benefits, carries the landowner’s name into the future, and benefits Iowans and wildlife
  • Financial benefits of land donation:
    • Iowa Conservation Contribution Tax Credit
    • Federal deductions and incentives
    • Determining value
  • Case study: Conservation easement
    • How this provided certainty about land uses, plus tax benefits, while retaining ownership of the land
  • Financial benefits of conservation easement donation:
    • Enhanced federal Conservation Easement deduction
    • Determining value
  • Avoiding potential pitfalls
  • Summary and final questions

1:30         Program conclusion

Presenters will remain available for further questions or conversation.

  1. events
  2. for landowners
  3. iowa landowner options


Thursday, November 17, 2016

12:00pm - 1:30pm

Cedar Valley SportsPlex
300 Jefferson Street
Waterloo, IA 50701

Anita O'Gara