Planned and Legacy Giving

What Is It? Naming JHWF as a beneficiary or transferring ownership of a paid-up life insurance policy.
How to Do It: Contact your insurance provider to update the beneficiary designation or work with JHWF to facilitate ownership transfers.
Why Do It: Even small policies can make a large impact. Transferring ownership may offer immediate tax benefits.

Associated Forms: Beneficiary designation form from your insurance provider.

What Is It? Designating JHWF as a beneficiary of your 401(k), IRA, or other retirement accounts.
How to Do It: Request a beneficiary designation form from your plan administrator and specify the percentage or amount to donate.
Why Do It: Retirement assets left to heirs are often subject to taxes, but gifts to JHWF avoid these taxes and maximize your impact.

Associated Forms: Beneficiary designation form from your plan administrator.

What Is It? Making a gift to JHWF in exchange for fixed lifetime income payments. The remaining balance supports wildlife conservation after your passing.
How to Do It: Work with JHWF to establish an annuity based on your age and contribution amount.
Why Do It: Provides stable income during retirement while supporting a cause you care about.

Associated Forms: Charitable gift annuity agreement.

What Is It? A trust providing income to you or beneficiaries for life or a term, with the remaining assets going to JHWF.
How to Do It: Consult with your financial advisor or attorney to create the trust and define the terms.
Why Do It: Offers income, potential tax benefits, and a meaningful way to support JHWF’s mission.

Associated Forms: Trust agreement documentation.

What Is It? A trust that provides income to JHWF for a set term, with the remaining assets returning to you or your heirs.
How to Do It: Work with legal and financial advisors to establish the trust and set the terms.
Why Do It: Supports JHWF in the short term while providing significant tax savings and preserving wealth for your heirs.

Associated Forms: Trust agreement documentation.

What Is It? Donating property outright or retaining lifetime use through a retained life estate.
How to Do It: Contact JHWF to discuss the property and complete the necessary legal documentation.
Why Do It: Allows you to make a significant gift, potentially gain tax benefits, and relieve property management responsibilities.

Associated Forms: Property donation agreement.

What Is It? Donating appreciated assets such as stocks, bonds, or mutual funds.
How to Do It: Contact JHWF for transfer instructions and instruct your broker to transfer the assets directly.
Why Do It: Avoid capital gains taxes while receiving a charitable deduction and making an impactful gift.

Associated Forms: Stock transfer instructions and forms from your broker.

What Is It? Individuals aged 70½ or older can transfer up to $100,000 annually from their IRA directly to JHWF.
How to Do It: Contact your IRA custodian to initiate the transfer directly to JHWF.
Why Do It: Reduces taxable income and satisfies required minimum distributions.

Associated Forms: IRA charitable rollover request form.

What Is It? Creating a permanent fund where the principal remains intact, and earnings support JHWF indefinitely.
How to Do It: Work with JHWF to establish the fund and define its terms and purpose.
Why Do It: Provides lasting support for JHWF’s programs and services, ensuring sustainable funding.

Associated Forms: Endowment agreement documentation.

What Is It? Recommending grants from your donor-advised fund to support JHWF’s mission.
How to Do It: Contact your DAF provider and recommend a grant to JHWF.
Why Do It: Allows for flexible giving while maximizing tax advantages.

Associated Forms: Grant recommendation form from your DAF provider.