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
What will the market do this year? Perhaps the best answer is, "It will go up and down." Stock returns vary to a significant degree each year. However, long-term stock returns...
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Washington News
In IR-2015-34 the IRS reminded taxpayers that they may use Direct Pay to make their tax payments this year. Direct Pay is a free online tool that may be used either for tax...
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Donor Story
Have you ever "flipped" a house for a charity? Clyde Jacobs of Davis, California did. And he enjoyed the benefits of no capital gains on his asset, an immediate tax deduction
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Byron Liles
Gift Planning Associate
901.758.3876
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