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So many wonderful ways to help wildlife!
Supporting WildCare and wildlife can also benefit you!
Giving through Donor Advised Funds, including WildCare in your will, giving gifts of appreciated securities, or making a gift through the Qualified Charitable Deduction required by your IRA are all tax-savvy ways to make sure WildCare is here to help and protect wildlife now, and in the future!
What is a donor-advised fund?
A donor-advised fund (DAF) is a type of giving that allows you to combine the most favorable tax benefits with the flexibility to support your favorite nonprofit organizations like WildCare.
How does it work?
You establish a fund by making an irrevocable, tax-deductible donation to a public charity that sponsors a DAF program.
As the donor, you can advise on how the funds are invested, which could allow for a tax-free growth that results in more money for your charity.
You recommend grants to qualified public charities, and the sponsoring administrator handles disbursements, record keeping, and tax receipts.
WildCare participates in DAF Direct to facilitate gifts from donor-advised funds.
Click to visit the DAF Direct website, or use our DAF Direct interface (above):
You may also send a check to:
WildCare
Attn: Development Department
76 Albert Park Lane
San Rafael, CA 94901
WildCare’s tax ID number is 51-0172331.
There are many benefits of DAFs.
They:
- Reduce your paperwork,
- Separate the timing of your tax deductions from your charitable decision-making
- Make it easy to donate long term appreciated securities and other assets, eliminating capital gain taxes and allowing you to donate to multiple charities from one block of stock.
DAFs are easy to set up, and they have no startup costs beyond an initial minimum charitable contribution (typically $5,000 or more).
Sponsoring organizations generally assess an administrative fee on the assets in a DAF. Fees vary by sponsoring organization.
Questions? We can help. Contact development@discoverwildcare.org.
Further your financial goals and protect wildlife into the future with thoughtful gift planning. WildCare offers some of the most popular giving options with a variety of benefits.
- Wills & Bequests
- Insurance & Qualified Retirement Plans
- Charitable Gift Annuities & Charitable Remainder Trusts
When you designate WildCare as a beneficiary of your estate plan, you become a member of the WildCare Tomorrow Fund. This group of visionary supporters provides the foundation upon which WildCare will protect wildlife for generations to come. Make your legacy for wildlife.
Have you already made a plan that includes WildCare? If so, please let us know so we can thank you and welcome you to the WildCare Tomorrow Fund.
Contact us
We can help you find the right plan for you, in confidence and without obligation:
Nicole Trautsch, Director of Development
nicole@discoverwildcare.org
415-453-1000 x310
Giving through your will
Join the many wildlife guardian supporters who have chosen to leave a gift to WildCare in their wills or trusts so they can safeguard our wild neighbors and our shared environment for future generations.
How it works:
By including a bequest provision in your will or revocable trust, you can leave a specific amount, a percentage of your estate, or specific assets such as stocks, real estate, or property to WildCare, either as a primary or contingent beneficiary.
With a bequest,
- you retain control of your assets during your lifetime
- you can also choose to restrict the use of your bequest to a specific program or to allow the use for general purposes, permitting WildCare to use the funds for top programmatic priorities, and
- you can change your mind or modify your gift at any time, not matter the circumstance.
Remember that your gift is tax deductible, and usually exempt from state inheritance taxes, which means your gift will go further for wildlife!
Create Your Will with FreeWill!
Ready to get started? We’ve partnered with FreeWill to give you an intuitive, online tool to write a legally valid will in under 25 minutes — for free! You can create a legacy with WildCare and be a powerful advocate for nature, without paying anything today. Get started here.
Already have a will or trust? No problem. You can amend an existing one with a simple document.
Once you’ve included WildCare in your will or trust, please notify us at nicole@discoverwildcare.org. We will be sure to carry out your requests, and include you in WildCare Tomorrow Fund acknowledgments and special events.
Click here to share your plans with WildCare!
Legal language
If you wish to name WildCare in your estate plan, we should be named as:
WildCare, a nonprofit corporation, organized and existing under the laws of California, with principal business address of 76 Albert Park Lane, San Rafael, California 94901.
Our tax identification number (EIN) is: 51-0172331. Date of incorporation is: 7/14/1975
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.
Share your plan!
Let us know your plans by using this form or by emailing Nicole Trautsch, Director of Development at nicole@discoverwildcare.org or calling her at 415-453-1000 x310. Thank you!
Giving through charitable gift annuities
If you’d like to support WildCare while providing a steady income for you or another beneficiary for life, a charitable gift annuity may be right for you.
When you irrevocably donate $10,000 or more in cash, securities or other property to WildCare, you or a beneficiary will receive fixed annual payments for life at a rate based on your age or the age of the beneficiary. Payments begin when you or the beneficiary are 50 or older, with a year deferment option available. The principal then passes to WildCare after the lifetime of the income beneficiaries.
We recommend contacting a financial advisor for annuity rates and details on income tax benefits.
Giving through a charitable remainder trust
This option is another way to generate income for today while securing a legacy for tomorrow. With a charitable remainder trust, you can receive income each year (either fixed or variable) from assets you place in the trust. After your lifetime, the balance in the trust goes to WildCare, sustaining our mission. Contact your financial advisor for more information.
Once you’ve made changes to include WildCare as a beneficiary, please notify us. We will be sure to carry out your requests, and include you in WildCare Tomorrow Fund acknowledgments and special events.
Share your plan!
Let us know your plan by using this form or by emailing Nicole Trautsch, Director of Development at nicole@discoverwildcare.org or calling her at 415-453-1000 x310. Thank you!
Gifts of appreciated securities and gifts through IRAs are both easy and efficient ways to support WildCare’s critical programs today.
Click below on the giving options for more information.
Contact Us
Have questions? We can help. Please contact:
Nicole Trautsch, Director of Development
nicole@discoverwildcare.org
415-453-1000 x310
Stocks, Bonds or Mutual Funds
Making a gift of appreciated securities is a simple and efficient way to give today and make a lasting impact for WildCare.
Click for the instructions below in a downloadable PDF.
You can initiate a DTC or Electronic Transfer of Stock or a Transfer of Mutual Funds, the two most secure methods of donating securities.
_____________________________________________________
DTC or Electronic Transfer of Stock Instructions
- Because the DTC system does not transmit identifying “memo” information, prior to donation transfer,
please notify us about your donation at:Director of Development, Nicole Trautsch, nicoletrautsch@discoverwildcare.org
Chief Financial Officer, Bob Kendall, bobkendall@discoverwildcare.org
- Our Development Department will provide an acknowledgement letter after the transaction is
complete.
Deliver to: RBC Wealth Management
DTC: 0235
For Further Credit to: 325-46058
Account Name: WildCare
Thank you for helping WildCare to continue our mission!
_____________________________________________________
Giving through an IRA
If you are 70 ½ or older, you can make a tax-free distribution from your traditional or Roth IRA directly to WildCare for immediate impact.
Please contact your IRA custodian to let them know you would like to make a “Qualified Charitable Distribution” to WildCare.
_____________________________
Please have all checks directed to the address below to ensure your gift is properly processed and acknowledged.
WildCare
Attn: Development Department
76 Albert Park Lane
San Rafael, CA 94901
Are you under the age of 70 ½? You can use your IRA to support WildCare’s work by making a withdrawal and donating the proceeds after taxes.
You can also designate WildCare as a beneficiary of your retirement plan. For more information go to our Insurance & Retirement Plan page.
Double your gift with an Employer Match
Many companies offer matching gift programs to encourage employees to contribute to the organizations they care about. Some companies also match employee volunteer hours with funds.
Most of these programs match contributions dollar for dollar, and some will even double or triple the amount of your gift!
