Gift & Estate Planning

Thank you for your interest in Ducks Unlimited, Inc. Our hope is to serve you and your family with helpful information. We 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.

Benefits For Family and Ducks Unlimited, Inc.

There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these fellow DU supporters. Just click on the picture and you can view each story.

Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones. More on Current Gifts >>.
Deferred Gift Annuity
Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later. More on Deferred Gift Annuity >>.
Triple My CD Return
Valerie is a retired high school English teacher. She has been a careful saver and has a number of certificates of deposit, but she has seen her income decline.More on Triple My CD Return >>.
Generous IRA Gift
Jerry is a fireman who volunteers for a number of charities in his community. Recently, Ducks Unlimited, Inc. shared an opportunity to join in a new program with a positive impact. Jerry was excited to help, but a lead gift of $10,000 was needed to start the program.More on Generous IRA Gift >>.

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.

  • View the donor stories.
  • View a personal color story for yourself.
  • Read the Weekly Article.
  • View the Personal Finance Note for this week.
  • Learn about personal finance news.
  • Meet our planned giving staff. We are here to help you.
  • Sign up for our free weekly personal finance newsletter.
Thanks very much for visiting us! I would be very pleased to help you. Simply email me at jrich@ducks.org at your convenience.

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.

View the latest charitable tax news. 
Research charitable tax questions. 
Calculate a charitable deduction.
Sign up for the free weekly charitable tax e-newsletter.