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The Wilderness Society's Estate Planning Pages
 Welcome, and thank you for your interest in The Wilderness Society. Our hope is to serve you and your family with helpful information. We have an increasing number of friends who have included The Wilderness Society in their will, trust, retirement plan or life insurance policy.
Charitable Gift Annuity Rate Change Alert!
A charitable gift annuity is the simplest and most affordable way to secure a fixed source of income right now or for future retirement. Transfer cash or appreciated assets, and The Wilderness Society will, in exchange, pay you fixed income for life.
On July 1, 2008, rates for charitable gift annuities will drop. If you are considering a Wilderness Society Charitable Gift Annuity, you may want to establish your gift before July 1, 2008 to lock in the current higher rates! Click here to see rates >>
If you would like a personalized illustration of how you might benefit from a charitable gift annuity call our gift planning office at 888-736-4897 or click here to send an email.
Benefits For Your Family and The Wilderness Society
There are several types of gift plans. Bequests are the easiest to arrange. For more about bequests, simply click on "Donor Stories" (left-hand side of screen) and then click on the "Bequests" story. Many other plans also have wonderful benefits for the gift donors. Many of these donors have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
 | Deferred Gift Annuity
Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later.
More on Deferred Gift Annuity >>. |
 | Easy IRA Gift
Barbara retired after forty years as a teacher. She had volunteered for many years with The Wilderness Society. She had an IRA and was nearing the time to take her required payout for this year in the amount of $2,000. More on Easy IRA Gift >>. |
 | Generous IRA Gift
Jerry is a fireman who volunteers for a number of charities in his community. Recently, The Wilderness Society shared an opportunity to join in a new program with a positive impact. Jerry was excited to help, but a lead gift of $10,000 was needed to start the program. More on Generous IRA Gift >>. |
 | Major IRA Gift
Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>. |
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
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Thanks very much for visiting us! We would be very pleased to help you. Simply click here to email us at your convenience.
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Your Friends in the Planned Giving Office |
Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact pggift@tws.org.
If you are a professional advisor, you may take the following steps on this site.
For bequest information and our legal designation, please click on "Donor Stories" and then click on the "Bequests" story.
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"Tommy, I'm not sure that Dalmatians make the best pets," I told my grandson. The fire department was riding down Main Street in a shiny red engine. They were waving flags and I wondered whether they were hot in their navy blue t-shirts.