- Income Gifts
- Charitable Gift Annuities
- Charitable Remainder Trusts
Beneficiary Designations
Make a Gift in a Few Easy Steps
Not everyone wants to commit to making a gift in their wills or estates. Some prefer the increased flexibility that a beneficiary designation provides by using:
- IRAs and retirement plans
- Life insurance policies
- Donor advised funds
- Commercial annuities
It is very simple to name World Wildlife Fund as a beneficiary. Start by requesting a change-of-beneficiary form from your policy administrator or download the form from your provider's website. Make your desired changes and return the form to establish your gift.
Getting Started is Easier Than You Think
There are free outside resources that you can use to start planning or revising your beneficiary designations, including the one linked here. Depending on the complexity of your assets and your financial situation, such tools may not be right for you. Always contact your legal or financial advisor if you have questions.
Free Estate Planning Tool
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How Beneficiary Designations Work
Robert and Carol treasure the financial help they've been able to give their children and WWF over the years. The couple recently updated their will to leave stocks and real estate to their kids. They left WWF a $75,000 IRA to be transferred following their lifetime. Because WWF is tax-exempt, all $75,000 will help support our mission.
If Robert and Carol had left the IRA to their children, approximately $18,000* would have gone to pay federal income taxes—leaving only $57,000 for their family's use. Robert and Carol are happy knowing they are making the most of their hard-earned money thanks to their updated estate plan.
*Based on an assumption of a 24% marginal income tax bracket.
Ways to Fund Your Donation:
Free Resource
We can help. A Personal Record: Estate Planning You Can Do at Home will help you as you organize your estate and create a legacy of improving the quality of life on our planet.
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Download our FREE guide Beneficiary Designations: Easy Ways to Leave Your Legacy.
Free Resource
We can help. A Personal Record: Estate Planning You Can Do at Home will help you as you organize your estate and create a legacy of improving the quality of life on our planet.
Get My Guide