Gifts of Retirement Assets
How it works
You name Defenders of Wildlife as a beneficiary of your IRA, 401(k) or other qualified plan.
After your lifetime, the residue of your plan passes to Defenders of Wildlife tax-free.
- You can escape both income AND estate tax levied on that portion left in your retirement account by leaving it to Defenders of Wildlife.
- Give the most-taxed asset in your estate to Defenders of Wildlife, and leave more favorably taxed property to your heirs.
- You can continue to take withdrawals during your lifetime.
- You can change the beneficiary if your circumstances change.
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
Meet Bob and Harriet Jakovina
When Bob and Harriet sat down to write their will, it was Defenders' strong focus on endangered species that lead them to designate the organization to receive a percentage of their estate.
Tip of the Day
You can give us appreciated securities instead, and use an asset that cost you less than the tax deduction you'll get for it today.
Why I Care
Voices of Defenders
"With guaranteed lifetime income, gift annuities are both an investment in my own future and the wildlife I care about."
San Francisco, California