How to support Defenders with your retirement assets:

  • Name Defenders of Wildlife as a beneficiary of your IRA, 401(k) or other qualified plan.

  • Designate us to receive all or a portion of the balance of your plan through your plan administrator.

  • Defenders of Wildlife will receive the remainder of your plan at the end of your lifetime.

Why it's a smart way to give:

  • Avoid the double taxation your retirement savings would incur if you designated your heir(s) as beneficiary(ies).

  • Your regular lifetime withdrawals are not affected.

  • Beneficiary designations can be changed or revoked at any time.

Did you know?

Your retirement fund can be taxed up to 75% if passed on to heirs, yet it’s tax-free to charity.

There is a sensible charitable alternative: Name Defenders of Wildlife as the beneficiary of your retirement plan, then use other assets not subject to income tax to make gifts to your heirs. Defenders of Wildlife, as a qualified 501 (c)(3), won't pay income tax on our distribution and your heirs will receive their share of your estate without the burden of extra taxes.


Use Your Traditional IRA to Make Your Charitable Gifts

Giving through your qualified retirement plan or IRA can provide you tax benefits on up to $100,000 worth of charitable rollover gifts each year. These gifts also count towards each year’s required minimum distribution (RMD).

In order to qualify for a charitable rollover donation, you must be at least 70 ½ years of age at the time of your gift.
Please keep in mind that rollovers must come directly from your IRA account – funds that you withdraw and then choose to contribute do not qualify.

We partnered with FreeWill, so you can easily complete the necessary forms to make a tax-free gift from your IRA. Get started now!

We are also happy to provide you with a sample instruction letter for you to fill in and send to your IRA administrator. Please contact us to let us know and so you can provide us with the information we need to ensure you receive your tax benefits.

 

Contact the Planned Giving Team at 1-800-915-6789 or legacy@defenders.org for more information.