Testamentary Life-Income Gifts

Gift of Appreciated Securities Diagram

How It Works

  • You write a will or revocable trust directing a bequest to Defenders of Wildlife.
  • You provide that the bequest first create a life-income gift benefiting your designated recipients.
  • After their income interest terminates, the remaining balance in the gift passes to Defenders of Wildlife to be applied to the purposes you specify.

Benefits

  • One estate asset can benefit both Defenders of Wildlife and your heirs or other desired beneficiaries.
  • Your estate will be eligible to claim a charitable deduction for a portion of the amount of your bequest.
  • You can modify your bequest if your circumstances change.

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Bequests left to Defenders are crucial to our ability to protect imperiled species and their habitats for generations to come. Have you included Defenders in your will or other estate plans?