Show Your Confidence With a Bequest
The Yellowstone Wildlife Sanctuary has been taking care of animals and delivering our conservation message for over thirty years. Providing us with a gift through your will or revocable trust will help us to continue our mission for decades (and generations) to come.
Under current tax law, there is no upper limit on the estate tax deduction for your charitable bequests.
A bequest doesn’t change your current lifestyle at all.
You can easily modify a bequest in the future to address your changing circumstances.
We have provided sample language for your estate documents below to make the process easy!
Have you included us in your estate plans?
Sample Language for Bequests
A specific bequest provides the Sanctuary after all of your estate expenses and specific bequests have been paid. Here is some sample language:
I give and devise to the Yellowstone Wildlife Sanctuary, located in Red Lodge, Montana, the sum of $______, to be used for its general support.
A residual bequest is a gift made to the Sanctuary after all of your estate expenses and specific bequests have been paid. Here is some sample language:
I give and devise to the Yellowstone Wildlife Sanctuary, located in Red Lodge, Montana, all [or provide a specific percentage] of the rest, residue, and remainder of my estate, both real and personal, to be used for its general support.
If you list the Sanctuary as a contingent beneficiary in your will or personal trust, we will receive your donation only if one or more of your specific bequests cannot be fulfilled. Here is some sample language:
If [insert name] is not living at the time of my demise, I give and devise to Yellowstone Wildlife Sanctuary, located in Red Lodge, Montana, the sum of $ _______ [or all or a percentage of the residue of my estate] to be used for its general support.
RETIREMENT PLAN BENEFICIARY LANGUAGE
You may name Yellowstone Wildlife Sanctuary as a beneficiary of your IRA or other qualified retirement benefits. Please check with your tax advisor regarding the tax benefits of such gifts.
Naming the Sanctuary as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh or profit sharing pension plan will accomplish a charitable goal while realizing significant tax savings. It can be costly to pass such assets on to heirs because of heavy tax consequences. By naming Yellowstone Wildlife Sanctuary as a beneficiary of a retirement plan, you maintain complete control over the asset while living, but upon your death the plan passes to support the Sanctuary free of both estate and income taxes.
Making a charitable gift from your retirement plan is easy and should not cost you any attorney fees. Simply request a change of beneficiary form from your plan administrator. When you are done, please return the form to your plan administrator and notify Yellowstone Wildlife Sanctuary. We can also assist you with the proper language for your beneficiary designation.
If you or your attorney would like Defenders of Wildlife to provide you with customized beneficiary language that is specific to your goal and interest, please contact us using the form on this page.