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
Bill and Clara were talking to their attorney Susan about their family. Clara: "It may be time to start the inheritance process. Our children are now ages 35, 37 and 38. We...
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Washington News
As the tax-filing season opens, the IRS has offered eight “tax tips” for your protection. 1. Social Security Number – Do not carry your Social Security...
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Donor Story
Susan and Kevin bought their first home many years ago. They had planned to build a second home so that their children could spend their summers along the lake.
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Byron Liles
Gift Planning Associate
901.758.3876
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