Make a lasting investment in the future of hunting and wildlife conservation
WITH GIFT PLANNING, YOU CAN PROVIDE LONG-LASTING SUPPORT FOR SCI FOUNDATION WHILE ENJOYING FINANCIAL BENEFITS FOR YOURSELF AND YOUR FAMILY
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Build Your Legacy. Create a Plan
No matter the size of your estate, everyone needs a plan for the future. A plan helps ensure that your wishes are carried out and your loved ones well cared for. If you're like most people, chances are you need to do some planning, or at least update the plans you already have in place.
We've prepared a free estate planning guide and a guide to getting started with planned giving that can be very useful to help you create or update your plan. Click below to learn more and request your free copy.
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Transferable on Death (TOD) Gifts
Harold: Jeanne and I have always felt a strong connection to Safari Club International Foundation and their work. Over the years we have seen the organization grow and help so many people. We wanted to make sure that they have the means to continue to grow for years to come.
Jeanne: We talked to our investment advisor about planning goals and explained that we wanted to support Safari Club International Foundation. Our advisor suggested a simple solution — naming Safari Club International Foundation as a beneficiary of one of our mutual funds.
Marcus, who was Harold and Jeanne's investment advisor, suggested that Harold and Jeanne use a "transferable on death" or "TOD" form. Marcus explained that because Harold and Jeanne jointly owned the account, the TOD beneficiary designation form would ensure that they can benefit from the mutual fund during their joint lives, that the survivor of the two of them would continue to own the mutual fund for the rest of the survivor's life, and that after both pass away, the mutual fund would be transferred to Safari Club International Foundation. Marcus provided the proper TOD beneficiary designation form, and Harold and Jeanne were easily able to complete the paperwork before they left Marcus's office.Jeanne: We talked to our investment advisor about planning goals and explained that we wanted to support Safari Club International Foundation. Our advisor suggested a simple solution — naming Safari Club International Foundation as a beneficiary of one of our mutual funds.
Jeanne: We really liked Marcus's idea. Making a TOD gift was simple to set up and will let us continue to use the mutual fund to meet our needs in retirement.
Harold: I like knowing that if I pass away, Jeanne will have enough to meet her needs. We both like knowing that Safari Club International Foundation will receive the mutual fund after both of us pass away. We couldn't be happier with our giving strategy.
Harold: I like knowing that if I pass away, Jeanne will have enough to meet her needs. We both like knowing that Safari Club International Foundation will receive the mutual fund after both of us pass away. We couldn't be happier with our giving strategy.
Is a transferable on death (TOD) gift right for you?
If you own stocks, bonds or mutual funds and would like to make a gift to leave a legacy and support Safari Club International Foundation, consider a transfer on death gifting strategy. If you have questions about transfer on death giving strategies, please contact us. We would be happy to assist you and answer any questions that you have.
*Please note: The name and image above is representative of a typical donor and may or may not be an actual donor to our organization. Since the benefits of a TOD gift may differ depending on your personal circumstances, please consult with your legal, tax or financial advisor.