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Planned Giving

Friends and supporters of the Wildlife Waystation play a vital role in ensuring the organization’s sustainability and financial health.

Many people, even if they do not consider themselves wealthy or able to give, often have the resources to make a charitable bequest. If every adult in America made a will and included a bequest of just $100.00, billions of dollars would flow to charitable causes every year. In addition to bequests, it is possible to support the Wildlife Waystation by including the organization as a beneficiary of your retirement assets or life insurance policies. Additionally, there are many other types of gifts you can make, including but not limited to, gifts of securities, charitable remainder trusts, and gifts of real estate, art and collections. Many donors find comfort in donating gifts in honor of a life lived or a special occasion and many enjoy matching the gift of another donor. If you are interested in exploring any of these options, please feel free to contact the Wildlife Waystation. However, please remember to only rely on the advice and information provided to you by your trained legal and financial professionals.

A properly designed gift can:

  • Provide life-long income
  • Convert low-yielding assets into a higher income stream
  • Reduce or eliminate taxes on capital gains
  • Generate a substantial federal income tax deduction
  • Eliminate or reduce federal estate taxes
  • Ways to Give:

    Bequests (Gifts by Will)

    A bequest may be particularly attractive as a gift option if you are unable to make a current (outright) gift, but would like to contribute to the Wildlife Waystation in a meaningful way. Bequests may be restricted or unrestricted and will be used where need is greatest. To learn more about different kinds of bequests and to obtain the correct wording for your document please contact us.

    Securities

    Gifts of appreciated stocks or bonds have the same positive benefit to the Wildlife Waystation as a gift of cash; however, a gift of securities is usually more beneficial to you, the donor, than a gift of cash. Donating appreciated securities is one of the most tax-wise opportunities available. In addition to receiving an income tax deduction for up to full market value of the gift, you can also avoid capital gains tax you would have had to pay if you sold the asset instead.

    Charitable-Lead Trusts

    A donor creates a Charitable-Lead Trust by transferring ownership of an asset or assets to a trust. Lead Trusts permit you to place assets in trust to make specified payments to the Wildlife Waystation for a designated period of time. At the end of the period, depending on the type of Lead Trust, either you regain possession of assets or the trustee distributes the assets to the named beneficiaries. It is called a “lead” trust because the recipient receives the income or “lead” interest for a period of time. Utilizing the lead trust, donors may leave a significantly larger inheritance to their heirs than they could have left via a will or other trusts.

    Charitable-Remainder Trusts

    A Charitable Remainder Trust is used to hold assets that produce an income stream for the donor (or the named beneficiaries) for the donor’s life or for a period of years. At the termination of the trust, the remaining trust assets, the “remainder”, are transferred to the Wildlife Waystation. There are two main types of Charitable-Remainder Trusts. They are Annuity Trusts and Unitrusts. The main difference between the two types of Charitable-Remainder Trusts is the way your annual income from the trust is determined.

    Life-Insurance Policies

    If you no longer need life insurance, consider donating the policy to the Wildlife Waystation. This will give you a charitable tax deduction for the approximate cash surrender value of the policy and help you to further our mission. You can also use a life insurance policy to create a legacy for the Wildlife Waystation as beneficiary or contingent beneficiary. To change this, you would need to complete a change of beneficiary form with your life insurance company.

    Real Estate Gifts

    Real estate that you own may have appreciated so significantly in value that its sale would create a substantial tax burden. By making a gift of real estate to the Wildlife Waystation, you may be able to avoid capital gains taxes and receive a charitable tax deduction for the full market value of the property. It is also possible to make a gift of property while retaining a life estate so that you can continue using it for the rest of your life while obtaining tax and estate planning benefits. In addition to accepting most types of real property, the Wildlife Waystation has partnered with Donate for a Cause so that donors can now generously donate their unwanted timeshares. Please note that the Wildlife Waystation reserves the right to evaluate each real estate gift before acceptance.

    Contact Us

    We are happy to answer your questions about giving to the Wildlife Waystation as well as work with your legal and financial professionals to make your planned gift a reality. There are many options, including ones not discussed on this page, available to you. Please feel free to contact Joan Brooks, Director of Development at
    818-899-5201 or joan@wildlifewaystation.org.

    Thank you.

    We look forward to hearing from you and appreciate your interest in planning a gift to the Wildlife Waystation.