Insurance & Retirement Plan Gifts
Giving through your life insurance policy
Naming WildCare as a primary beneficiary of your life insurance is a great way to give back to WildCare. An additional option is to name WildCare as a contingent beneficiary should your other beneficiaries not survive you. Upon your passing, the funds pass to WildCare free of federal estate tax and are applied to a program you have designated.
Donating a portion of your IRA, 401(k) or other qualified retirement plan
You can designate all or a portion of your IRA, 401(k) or other qualified retirement plan to WildCare, benefiting not only our programs but your heirs, too. After your lifetime, the residue of your plan passes to WildCare tax-free and to any other named heirs.
We recommend contacting your financial advisor to determine what plan or withdrawals from your retirement account work best for you.
In general the process is:
- You contact whoever manages your IRA and 401(k) for a beneficiary designation form and for next steps. The beneficiary form ensures your assets will not be included in your taxable estate.
- You inform your account manager that you want to designate WildCare, a qualified nonprofit organization, as a beneficiary of the account. WildCare’s EIN is:
Once you’ve made changes to include WildCare as an insurance or retirement plan beneficiary, please notify us. We will be sure to carry out your requests, and include you in WildCare Tomorrow Fund acknowledgments and special events.