By including the International Elephant Foundation in your estate plans, you will be making a gift that supports elephant conservation in the future. Bequests can also provide tax savings for your family and heirs. If you do not have a Will or Trust, then we encourage you to put it at the top of your New Year’s Resolutions so that you are the one that designates who you want to receive your assets instead of the state. If you already have a Will or Trust, a simple “Codicil” or “Amendment” to the original document may suffice. View our sample bequest language here.

Including IEF in your will is as simple as specifying the amount of funds, or the type of property (real estate, securities, savings bonds), or a percentage of your estate after providing for family and pets and other things important in your life, that you would like IEF to receive.

You may also want to consider naming IEF in your Life Insurance Policy, Retirement Plan or Financial Account. Simply contact your bank or your plan administrator for specific instructions.

Planned Gifts

Real Estate

A gift of real property (such as your home, vacation property, vacant land, farmland, ranch or commercial property) can make a great gift. If you own appreciated real property, you can avoid paying capital gains tax by making a gift to further our mission to protect animals.

Retirement Assets

A gift of your retirement assets, such as a gift from your IRA, 401K, 403b, pension or other tax deferred plan, is an excellent way to make a gift. By making a gift of your retirement assets, you will help further our mission to protect animals.

Cash

A gift of cash is a simple and easy way for you to make a gift. You will receive a charitable tax deduction that will provide you with savings on this year’s tax return.

Stocks & Bonds

A gift of your securities, including your stocks or bonds, is an easy way for you to make a gift. By making a gift of your appreciated securities, you can avoid paying capital gains tax that would otherwise be due if you sold these assets.

If you wish to donate stock to the International Elephant Foundation, please contact Deborah Olson with your name, address, phone number, the name of the stock, type of stock, number of shares, and the date you would like to make the gift.

DONATION OPPORTUNITIES

How to Give

WILLS AND TRUSTS

    Name International Elephant Foundation as a direct beneficiary of specific assets including cash, securities, real estate and personal property or a portion of your estate. Contact your estate planner or if you currently do not have a will.

RETIREMENT PLANS, INSURANCE POLICIES

    Name International Elephant Foundation as a beneficiary of your IRA, 401(k) or other qualified retirement plan or as the beneficiary on an insurance policy and help preserve elephants while avoiding the double taxation your retirement savings would incur should you leave it to your heir(s). Fill out a form through your plan administrator to designate The International Elephant Foundation to receive all or a portion of the balance of your plan. Beneficiary designations can be changed or revoked at any time without a penalty, and your regular lifetime withdrawals will not be affected.

APPRECIATED SECURITIES

    A tax-smart way to meet the needs of both people and elephants is when you give appreciated stock, mutual funds, or bonds that you’ve owned for more than one year allowing you toC avoid capital gains tax and receive a charitable income tax deduction when you itemize.

DONOR ADVISED FUNDS

    A donor advised fund gives you the flexibility to recommend how much and how often money is granted to The International Elephant Foundation. You can recommend a grant or recurring grants to make an immediate impact or use your fund as a tool for future charitable gifts.

Contact the International Elephant Foundation to discuss your particular planned giving goals.