Gifts of Retirement Assets
(Gift illustration)

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.

Benefits

• 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

Email us, complete the personal illustration form, or call us at 1-800-915-6789 so that we can assist you through every step of the process.

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.