Planned Giving Planned giving is a manner of gifting a portion of your estate to Southwest Wildlife in such a manner that allows you to: (i) continue to meet your current and future financial needs; (ii) minimize your current and long-range tax consequences; and (iii) help us meet our needs as well. If you are considering planned giving, you should discuss the options available to you with your financial advisor to select the one that is best for you. Planned giving options include: Gifting an asset (including cash) to Southwest Wildlife via your will allows you to retain all the benefits of owning that asset during your lifetime, but transfers those benefits to Southwest Wildlife upon your death. Donating highly appreciated stocks/bonds is usually considered a win-win situation. Although the value of your donation to Southwest Wildlife is the current market value, you don't pay capital gain taxes on the appreciation. You may name Southwest Wildlife as beneficiary and/or owner of your current life insurance policy or establish a new policy of which Southwest Wildlife is both owner and beneficiary. There are numerous ways to gift real estate to Southwest Wildlife, including retained life estates, income-producing trusts, bequests, or outright gifting. Assets placed in a charitable remainder trust will continue to provide income to you during your lifetime, but transfer to Southwest Wildlife upon your death. Assets placed in a lead trust will generate income for Southwest Wildlife during your lifetime, but transfer to your heirs at their appreciated value upon your death. Without any effort you can also Help While You Shop.