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 - Pension Protection Act Prompts Donelans' Gift
Pension Protection Act Prompts Donelans' Gift
In August 2006, President George W. Bush signed the Pension Protection Act that allows those who are 70½ or older to make tax-free distributions from their IRAs to...
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Personal Planner
A very popular option for a parent with children is called the "Give It Twice" trust. This is a trust funded when the surviving parent passes away. Part of the estate is...
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Washington News
In the State of the Union Address on January 20, President Obama outlined several White House proposed tax reforms for 2015. The general plan includes several tax increases...
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Donor Story
Stephen Coleman of Fort Lauderdale, Florida recently became a Diamond Feather Society member by including Ducks Unlimited in his estate plans. The gift will benefit Merritt
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Byron Liles
Gift Planning Associate
901.758.3876
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