Important Reminders About Lifetime Charitable Gifts from Retirement Accounts

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Legal Designation

Defenders of Wildlife tax ID number:

53-0183181

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Defenders’ Awards

Lifetime Gift from a Retirement Account
(Important Reminders)

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·	Gift illustration
·	Complete gift description
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·	Important reminders
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DON'T:
Whatever your charitable intentions, do not incur additional tax penalties by making a withdrawal from your retirement plan before you are vested and the plan is ready to make distributions to you.

BE SURE TO:
Consult carefully with your plan administrator and your financial advisors before making any lifetime gift from your retirement plan.

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.

Prairie Dogs

Donor Story

Meet Bob and Harriet Jakovina

When Bob and Harriet sat down to write their will, it was Defenders' strong focus on endangered species that lead them to designate the organization to receive a percentage of their estate.

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Now is a good time to review or update your will and estate plans so that you can take care of loved ones and support charities you believe in.

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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.