Testamentary Life-Income Gifts
(Gift illustration)

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 heirs.

After their income interest terminates, the remaining balance in the gift passes to Defenders of Wildlife.

Related Links

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Gift illustration

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Complete gift description

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Benefits

  • One estate asset can benefit both Defenders of Wildlife and your heirs.
  • Resulting charitable estate-tax deduction will lower the cost of providing for children and family.
  • Provisions are revocable during your lifetime, increasing your planning flexibility.

For more information

Email us, complete the personal illustration form, or call us at 1-800-915-6789 so that we can assist you through every step of the process.





The material presented on this web site is not offered as legal or tax advice. Please review calculations of tax benefits with planned giving staff to ensure that they reflect current interest rates and other assumptions. And, seek the counsel of your tax advisor, attorney and/or financial planner to review tax calculations and ensure that a contemplated gift is appropriate for your situation.