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Welcome to Ducks Unlimited, Inc. Gift Planning
Thank you for your interest in Ducks Unlimited, Inc. Our hope is to serve you and your family with helpful information. I'm Jon Rich, National Director of Gift Planning. DU is pleased to have an increasing number of Ducks Unlimited supporters who now are benefiting from life income gifts, gift annuities and other creative gift plans. Thank you for taking the time to explore the benefits offered by gift planning. Thanks also for supporting the ducks!
| Personal Planner | Perils of Probate
Business Owner passed away on April 5, 1976, with an estate of $2.5 billion. Many persons appeared claiming "I am Business Owner's heir" and submitted wills with themselves as beneficiaries. More ... |
Do You Have a Large IRA that Continues to Grow?
If you are over age 70½, you can rollover up to $100,000 annually from your IRA to Ducks Unlimited. These gifts can be made tax-free and will help balance your IRA value with other estate assets. Depending upon your income level, there may be additional income tax benefits. Contact us at jrich@ducks.org to have a conversation about this wonderful opportunity. To read more, please click here. To read transfer instructions for an IRA Charitable Rollover, please click here.
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 qualified charities like Ducks Unlimited. These gifts can be any amount you choose up to $100,000 per year. For married couples, each qualifying spouse can make up to a $100,000 gift annually to the charity of their choice. More on Pension Protection Act Prompts Donelans' Gift >>.
Benefits for Family and Ducks Unlimited, Inc.
There are several types of deferred gift plans available. Many of these have wonderful benefits for the gift donors. Several DU members and supporters are enjoying increased income as well generous tax savings from these options. You might start by meeting these friends of the ducks and reading about how they are benefiting from these gift opportunities. Just click on the picture and you can view each story.
 | Peace of Mind Gift Annuity Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>. |
 | Sale and Unitrust Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>. |
 | The Retirement Unitrust Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>. |
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
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Jonathan Rich Director of Gift Planning |
Thanks very much for visiting us! I would be very pleased to help you. Simply email me at jrich@ducks.org at your convenience. |
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Feather Society
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Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact jrich@ducks.org.
If you are a professional advisor, you may take the following steps on this site.
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