Planned Giving


 

You may consider planned giving if you're interested in furthering KS Wild's mission. You may be able to reduce taxes and possibly increase your income.

If one of your financial objectives is to avoid the tax on capital gains, the best gift might be to contribute appreciated stock or real estate that you have held for at least a year. Other than cash, the simplest and most frequently donated gifts are long-term appreciated assets and readily marketable property.

As an irrevocable provision for future gifts, split-interest charitable remainder trusts provide donors the greatest tax advantages in an immediate tax deduction and avoidance of capital gains tax which can increase your income this year.

You can donate a valuable collection or other tangible objects such as well as real estate.

Bequests, or gifts through one's will

These are are the most common way for a donor to leave a planned gift.  Nearly 90% of planned gifts are bequests. It’s a straightforward process that allows the donor to maintain own assets all of their life while offering extreme flexibility. It is best to consult with an attorney while considering a bequest, but leaving KS Wild in one’s will may be as simple as copying text and inserting it into your will & testament.

Begin your legacy with us!

Leave your legacy with KS Wild at www.freewill.com/kswild

To help you get started on your plans and legacy, you can use FreeWill, an online tool that guides you through the process of creating a legally valid will or trust. It’s easy to use, accessible online and can be completed in 20 minutes. You can use this resource on its own, use it to document your wishes before finalizing your plans with an attorney.

Have you already included a gift in your will or trust? Please fill out this form to let us know! We would love to thank you for your generosity.

Life Insurance, IRAs, 401Ks

Do you have an IRA, 401(k), life-insurance policy, or any other assets not included in your will? If so, these are called non-probate assets and you must plan your beneficiaries for them separately. Leave KS Wild as a beneficiary of your life insurance policy or retirement ‘vehicle.’ Use this online tool to make your plans and designate us as a beneficiary of one or more of these assets.

Real Estate

If you’d like to donate a house or piece of real property to KS Wild, we would kindly accept it. We evaluate donations of property based on their relevance to KS Wild’s mission, so any desire to have long-term maintenance or upkeep may be a determining factor. Non-profits like the Southern Oregon Land Conservancy or Siskiyou Land Trust might be more suited to handle property donations geared towards long-term conservation – like conservation easements.

Securities

A charitable donation of securities, such as stocks, bonds or mutual funds, is a tax-efficient way to make a contribution to a non-profit.  Advantages of giving this way include:

1) A tax deduction for full fair market value of any securities with unrealized gains – up to 30% of the donor’s adjusted gross income, and

2) Securities that are donated rather than sold do not have capital gains taxes applied to them.


*The information on this page is not intended as legal, tax or investment advice. For such advice, please consult an attorney, tax professional or investment professional.

 

Questions?  Executive Director Michael Dotson looks forward to hearing from you.