Charitable Gift Annuities
How it works
You transfer cash or securities to Defenders of Wildlife.
Defenders of Wildlife pays you, or up to two annuitants you name, a lifetime annuity.
The principal passes to Defenders of Wildlife when the contract ends.
- You receive an immediate income tax deduction for a portion of your gift.
- Your lifetime annuity is backed by a reserve and the full assets of Defenders of Wildlife.
- Your annuity payments are treated as part ordinary income, part capital gains income (15%), and part tax-free income.
- You have the satisfaction of making a significant gift that benefits you now and Defenders of Wildlife later.
For more information
The material presented on this web site is not offered as legal or tax advice. Please review calculations of tax benefits with planned giving staff to ensure that they reflect current interest rates and other assumptions. And, seek the counsel of your tax advisor, attorney and/or financial planner to review tax calculations and ensure that a contemplated gift is appropriate for your situation.
- Gift Planning Home
- Wildlife Legacy Society
- Donor Stories
- Step 1: Your Goals
- Step 2: Your Options
- Step 3: Let Us Help
Though her professional degrees are in education and cell biology, Defender’s legacy donor Bonnie Wild has found a way to work with animals for most of her life.
Tip of the Day
Use life insurance to create an endowment from your income rather than your capital. Affordable premiums build coverage that will deliver a significant gift to us. Leverage modest annual gifts into the equivalent of a substantial bequest or trust distribution.
Why I Care
Voices of Defenders
"These charitable gift annuities are a great way to support conservation while talking care of personal income needs."
Shepherdstown, West Virginia