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Estate and Gift Planning - The Wildlife
Legacy Society
The Wildlife Legacy Society recognizes individuals whose
generosity and foresight have provided a lasting commitment
to wildlife conservation through estate and planned gifts.
Bequests and other planned gifts from forward-thinking individuals
play a crucial role in Wildlife Conservation Network's continued
ability to save endangered species by supporting innovative
and effective conservation entrepreneurs.
If you have decided to leave a legacy and feel comfortable
letting us know, please contact us so that we may list your
name in the Wildlife Legacy Society section of our Annual
Report.
If you are considering including WCN in your estate planning,
we hope this information will help you make choices on the
gifts that can help you accomplish multiple goals with your
donation. Making a planned gift to WCN offers you a flexible
and simple way to combine your love of wildlife with financial
planning. A planned gift may help you give more to wildlife
conservation than you thought possible while still providing
you or someone you designate with favorable financial and/or
tax benefits. All gifts will be used for the highest good
toward preserving animals and their habitats for generations
to come.
Listed below are some examples of the types of assets you
can use to fund a planned gift to Wildlife Conservation Network.
This information is meant as a general guide about ways of
giving and potential financial benefits and is not meant to
provide tax or legal advice. Before making a gift, you should
consult with your attorney or financial advisor.
Types of Gifts
Will or Revocable Trust
Through your will or revocable living trust you can specify
some or all of your assets come to WCN after your lifetime
and which species you would like to support.
Retirement Plan
Naming WCN as one of the beneficiaries or sole beneficiary
of your retirement plan is a simple way to support WCN. In
addition, the proceeds would be tax free for WCN, whereas
the income would be taxable to your heirs.
Life Insurance
When your family's needs change and you no longer feel you
need a life insurance policy, designating WCN as beneficiary
or sole owner of your policy is a simple, tax-efficient way
to give. After your lifetime, the benefits from your policy
pass to WCN free of federal estate tax.
Bank, Brokerage and Other Accounts
Naming WCN as the beneficiary of an account, such as a bank
or brokerage account, or an asset, such as a certificate of
deposit (CD), means the asset will pass directly to WCN after
your lifetime.
Click here for Legal
Designation Language to include WCN in your estate plans.
For more information, please contact the WCN office at
650-949-3533
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