Bequests and Estate Planning

We know a number of you have chosen to remember SWVaWildlife in your estate planning, IRA’s, insurance plans, and by other means. Yours is a gift for today and beyond, and you know the importance of giving wisely. You may rest assured we will use your gift wisely and carefully, to insure your love of wildlife will make a real difference for a long time to come.

There are many ways to help the Roanoke Center starting with estate planning. What follows will help you and your financial counselors in setting up your estate plan:

 

LEGAL NAME AND ADDRESS

Mailing address:

Southwest Virginia Wildlife Center of Roanoke
5985 Coleman Rd

Roanoke, Va 24018

Physical address:

Southwest Virginia Wildlife Center of Roanoke
5985 Coleman Rd

Roanoke, Va  24018

 

Tax ID No. 

30.0882382

 

Specific Bequest

“I give $________ [or describe asset] to the Southwest Virginia Wildlife Center of Roanoke, a nonprofit corporation of the Commonwealth of Virginia, to be used for general purposes as determined by the Board of Directors.”

 

Residuary Bequest

“I give to the Southwest Virginia Wildlife Center of Roanoke, a nonprofit corporation of the Commonwealth of Virginia, all [or ____ percent] of the rest, residue and remainder of my estate, to be used for general purposes as determined by the Board of Directors.”

 

Codicil

You may also amend your current will with a codicil to designate a gift to the Wildlife Center. (Sample Codicil)

“Codicil to Last Will and Testament of [name]

“I, [name] of [city, state], declare this to be my Codicil to my Last Will and Testament.

“My Last Will and Testament is to be amended to add the following provision:

“I bequeath the sum of [dollar amount]/[specific asset] to the Southwest Virginia Wildlife Center of Roanoke, a nonprofit corporation of the Commonwealth of Virginia, to be used for general purposes as determined by the Board of Directors.

“Except as modified by this Codicil, I republish my Last Will and Testament.”

We strongly encourage individuals considering making or changing their estate plans to contact their attorney and tax advisor.

 

Beneficiary

You may also help support wildlife by naming the W Southwest Virginia Wildlife Center of Roanoke as the beneficiary of your:

Life insurance policies
IRAs or other retirement accounts
Stocks, bonds, or other securities
Mutual funds or bank accounts

In many cases, these beneficiary designations may be made online or with a quick telephone call.

 

Other planned-giving vehicles

Through wise estate planning, you may be able to receive significant tax and income benefits during your lifetime, through remainder trusts and gift annuities.

We encourage you to consult your attorney, financial advisor, or bank trust officer for information about which option might be best for you. All inquiries will be treated in strict confidence.

We strongly encourage individuals considering making or changing their estate plans to contact their attorney and tax advisor.

Finally, we want to thank you for considering these suggestions for ways to create a legacy, so your love of wildlife can live on.