Gift & Estate Planning

Welcome, I'm Jon Rich, Director of Gift Planning at Ducks Unlimited. We are pleased you have interest in the many benefits of gift and estate planning. Please contact us if you have any questions or concerns and a member of our Gift Planning team will be more than happy to assist you in any way we can.

Plan Your Will The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future. You will be guided through a series of questions that will help you identify your family members, estate assets and financial goals.
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Gift Annuities Are you looking for a secure source of fixed income for now or your future? Consider giving through a Gift Annuity.
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Donor Story - Peace of Mind Gift Annuity
Peace of Mind Gift Annuity
Many years ago, Clara bought a home. Since she was so pleased with the home, she decided to buy stock in the company that built it....
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Personal Planner
Sara: "We had a pretty good year this year. After all the financial changes last year, we decided it was a good time to be more careful. So we watched our budget, took a less...
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Washington News
In IR-2015-31, the IRS warned tax preparers to be on guard for “bogus emails.” IRS Commissioner John Koskinen stated, “I urge taxpayers to be wary of...
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Donor Story
Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown
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Byron Liles
Gift Planning Associate
901.758.3876
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