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 - Flexible Deferred Gift Annuity
Flexible Deferred Gift Annuity
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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Personal Planner
Trusts can be quite useful for protecting children. However, for some children, the trust serves an additional function: It protects the principal from being rapidly spent by...
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Washington News
In IR-2015-3, the IRS announced that the 2015 filing season has now opened. Between January 15 and April 15, the IRS expects to receive over 150 million individual tax...
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Donor Story
Clarence Klaus, Jr.of Pennsylvania is one of more than 5,600 Ducks Unlimited members sharing a 75th birthday with Ducks Unlimited and recently became a Feather Society member
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Byron Liles
Gift Planning Associate
901.758.3876
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