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.

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How Beneficiary Designations Work

Fmily enjoying a meal 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.

A Personal Record

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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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Next Steps

  1. Contact the administrator of your retirement plan, insurance policy, or bank account for a change-of-beneficiary form, or simply download a form from your provider's website. 
  2. Decide what percentage (1 to 100) you would like World Wildlife Fund to receive and name us, along with the percentage you chose, on the beneficiary form. Return the completed form.
  3. Contact Office of Gift Planning at 888-993-9455 or legacygifts@worldwildlife.org to let us know your goals for the gift so we can ensure it is used as you intend.

Legal name: World Wildlife Fund, Inc.
Address: 1250 24th Street NW, Washington, DC 20037
Federal tax ID number: 52-1693387

Learn More

Download our FREE guide Beneficiary Designations: Easy Ways to Leave Your Legacy.

A Personal Record

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