Gift and estate planning can be an important tool in your financial planning and philanthropic giving. Regardless of your age or income, there are gift-giving vehicles that allow you to invest in Audubon Missouri’s conservation mission while providing you financial and tax benefits. It can truly be a winning arrangement for you and our great natural heritage.
Name Audubon Missouri as Your Beneficiary
By simply designating Audubon Missouri as a beneficiary of your retirement plan, or insurance policy, you can realize your philanthropic goals while continuing to enjoy the benefits of your asset during your lifetime. You may also benefit from income tax savings.
Bequests are provisions in your will that designate how your assets will be distributed after your lifetime. A bequest in your will is often the most direct and most significant way to make a lasting contribution to Audubon Missouri.
Charitable bequests can eliminate or reduce federal estate tax and are one of the most flexible ways of giving because you have the option of changing your mind at any time. The type of bequest depends on individual circumstances but may take the form of specified amounts of cash, securities, life insurance, real estate or other property.
If you are interested in updating your will or adding a codicil to include Audubon Missouri as a beneficiary please use the following language. The information provided on Audubon’s Internet site is not intended to be tax or legal advice. Please consult with your attorney before making a gift.
I bequeath to the National Audubon Society, Inc., a not-for-profit organization, with its principal offices located at 225 Varick Street, 7th Floor, New York, NY 10014, the sum of $_____________ (or ____% of my residuary estate) for the ongoing environmental conservation and education programs conducted by its Missouri State Office.
Additional Information for Your Attorney
When meeting with your attorney or financial advisor about including Audubon Missouri in your will or estate plans, you will need the following information:
Legal name: National Audubon Society, Inc.
Headquarters: 225 Varick Street, 7th Floor, New York, NY 10014
Tax ID #: 13-1624102
The National Audubon Society is a tax-exempt not-for-profit organization as described in sections 170(b)(1)(A)(vi) and 501(c)(3) of the Internal Revenue Code.
Life Income Gifts
You can make a gift that protects our great natural heritage while providing lifetime benefits for you. In exchange for an irrevocable gift of cash, securities or real estate, you and or another beneficiary can receive income for life or a term of years. Through a life income gift you may receive an income tax deduction, reduce or eliminate federal estate tax and avoid capital gains tax. Please contact us for more information on Life Income Gifts including gift annuity agreements or charitable trusts.
The George Bird Grinnell Society
Named after the founder of the National Audubon Society, The George Bird Grinnell Society is a community of conservationists who have chosen to support the Audubon movement by naming Audubon as a beneficiary of their will or retirement plan, or by entering into a gift annuity agreement or charitable trust.
If you have made such gift to Audubon Missouri, please let us know so that we may honor your special contribution to protect our great natural heritage for future generations.
Information provided on Audubon’s Internet site is not intended to be tax or legal advice. Please consult a qualified financial advisor before making a gift.
For more information contact:
Tony W. Robyn, Executive Director
201 W. Riviera Drive, Ste. A
Joplin, MO 64804
Jan Hesbon, Planned Giving
National Audubon Society
New York, NY 10003