Your Will or Trust Retirement Plan or Insurance Policy Charitable Gift Annuity
Gifts Anyone Can Make Gifts that Pay You Back Gifts that Protect Your Assets Goals FAQ
Sample Bequest Language Will Planning Wizard Legacy Planner ™ Compare Gifts Glossary FreeWill.com
Annuity Payments Personal Finance

Gifts From Your Will or Trust: The Details

It just takes a simple designation in your will and will not affect your cash flow during your lifetime. It’s easy to revoke if your situation changes.

Is this gift right for you?

A bequest is for you if:

  • You want to help ensure Audubon's future work in conservation.
  • Long-term planning is more important to you than an immediate income-tax deduction.
  • You want the flexibility of a gift commitment that doesn't affect your current cash flow.

Your bequest to support our mission should be thoughtfully planned. Many good planning techniques are available, and you should choose the type of bequest that best suits your personal objectives.

For example, your bequest can be a stated dollar amount, or you can bequeath specific property to our organization. Some of our friends prefer to bequeath a certain percentage of the remainder of their estate — the amount that remains after paying all debts, costs, and other prior legacies. (You can visit our Sample Bequest Language to get you started.)

Whichever form you prefer, you can direct that your bequest be used for the general support of our work or for a specific purpose you designate. Whatever your objectives, we will be happy to work with you in planning a bequest that will be satisfying, economical and effective in carrying out your wishes in our important mission.

With your permission, we will recognize your gift through membership in the Grinnell Legacy Society, a distinguished group of supporters who have made a planned gift to our mission.

Next: Will Your Gift Be Restricted?

Please contact us so that we can assist you through every step of the process.

Back

We’re Here To Help! Please contact us for further assistance.

Office of Gift Planning
National Audubon Society
225 Varick Street, 7th Floor
New York, NY 10014
212-979-3033
plannedgifts@audubon.org

Your team
Rose Tesone, left, Audubon’s Bequest Manager and Shari S. Kolding, Audubon’s Director of Gift Planning. Photo: Luke Franke/Audubon