A beneficiary doesn’t have to be a person—it can be an organization whose mission you want to continue long after your lifetime. When you name Texas Parks and Wildlife Foundation (TPWF) as a beneficiary of your retirement plan assets, life insurance policy or donor advised fund, you can make a big impact on our future.
And you can do it simply by filling out a form.
You can name TPWF as beneficiary of many different types of accounts, including:
- Retirement plan assets. When left to loved ones, these assets are subject to income tax. When left to TPWF however, they pass tax-free, allowing us to put 100 percent of your gift to work supporting our wild things and wild places.
- Life insurance policy. Perhaps your children are now grown and you have a life insurance policy you no longer need. Consider naming TPWF as beneficiary. This gift allows you to make a substantial donation at a relatively low cost.
- Donor advised funds. If you have a donor advised fund, you can recommend grants to TPWF during your lifetime and name us as the beneficiary to receive the balance of your account after your lifetime.
4 Steps to the Gift of a Lifetime
Step 1: Contact your administrator to request a change-of-beneficiary form or download a copy from their website.
Step 2: Fill out the form listing Texas Parks and Wildlife Foundation, and the amount or percentage you’d like us to receive, on the form.
Step 3: Return the form to your administrator. (Be sure to keep a copy for yourself as well.)
Step 4: Let us know about your gift! It would be our honor to thank you and welcome you into the John Graves Legacy Society.
Tip: Beneficiary designations can be updated at any time to meet your changing needs. Make sure you review your beneficiaries regularly to ensure they go where you want them to.
Take the Next Step
Need help getting started? Contact Phil Lamb at 214-720-1478 or plamb@tpwf.org to learn how you can make TPWF a part of your legacy and ensure your support for Texas’ wild things and wild places lives on for generations to come.
