Planning a gift to the Arizona Desert Bighorn Sheep Society is a meaningful way to ensure desert bighorn sheep thrive for generations to come. Whether your goals are simplicity, tax efficiency, income, or long-term legacy, there are flexible options to match your values and circumstances.
Not sure where to start? Many supporters begin with a simple beneficiary designation or a gift in their will—and refine their plans over time. We are always happy to talk confidentially and without obligation.
Gordon L. Nelson, CPA, CFP®
ADBSS Gift Planning Specialist
📞 435-213-9986
✉️ gnelson@birchcreekgp.com
Name ADBSS in your will or trust for a simple, powerful legacy gift that doesn't affect your current lifestyle.
One of the easiest ways to give — name ADBSS as a beneficiary of a retirement plan, bank account, or insurance policy.
Donate appreciated stocks, make IRA charitable rollovers, or give real estate for meaningful tax benefits.
Naming the Arizona Desert Bighorn Sheep Society in your will or trust is a popular, simple, and powerful way to leave a lasting legacy. You may designate a specific dollar amount or a percentage of your estate. These gifts do not affect your current lifestyle and can be updated at any time.
Most planned gifts are unrestricted, allowing ADBSS to direct resources to our most pressing conservation needs.
If you have already included ADBSS in your estate plans, please let us know. We would love to thank you for your generosity. Your information will be kept confidential unless you wish to be recognized as a member of our Legacy Society.
Sample Bequest Language
“I bequeath ___ percent (or $___) of my residuary estate to the Arizona Desert Bighorn Sheep Society, a 501(c)(3) not-for-profit organization organized under the laws of the State of Arizona (Federal Tax ID #23-7259499), for its general conservation purposes.”
If you wish to restrict your gift, please contact us so we can ensure your intentions are clearly documented. Sample language should always be reviewed by your attorney.
A beneficiary designation is one of the easiest and most flexible ways to make a future gift. You may name ADBSS as a beneficiary of a retirement plan, investment or bank account, or life insurance policy.
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How It Works
You may change or revoke a beneficiary designation at any time.
Leaving a percentage—or all—of unused retirement assets such as an IRA, 401(k), 403(b), or pension plan to ADBSS is often one of the most tax-efficient charitable gifts.
Benefits
How It Works
You simply complete a beneficiary designation form with your retirement plan custodian naming ADBSS as beneficiary.
Planning insight: Retirement assets can lose a significant portion of their value to income taxes when left to individuals. Many donors choose instead to leave tax-efficient assets to family and retirement assets to charity.
A Donor-Advised Fund allows you to make a charitable contribution, receive an immediate tax deduction, and recommend grants to charities over time.
ADBSS is a qualified organization to receive grants from donor-advised funds. While DAFs cannot be used to fulfill personal pledges or provide personal benefits, they are an excellent tool for ongoing charitable support.
Donating appreciated securities is a simple and generally tax-efficient way to support our mission today.
Benefits
How to Make a Gift
For tax purposes, publicly traded securities are generally valued at the average of the high and low prices on the date of transfer. Please consult your tax advisor.
If you are age 70½ or older, you may direct a Qualified Charitable Distribution from your IRA to ADBSS.
Benefits
How It Works
Important: QCDs do not qualify for a charitable income tax deduction and must be transferred directly from the IRA custodian to the charity to qualify.
Donating appreciated real estate—such as a home, ranch, land, or commercial property—can be a powerful way to support ADBSS. Gifts of tangible personal property may also be considered.
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All real estate gifts require an independent qualified appraisal. Please contact us early to discuss feasibility and timing.
Life insurance can be a flexible and impactful way to support ADBSS.
Ways to Give
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A charitable gift annuity provides fixed, guaranteed payments for life in exchange for a charitable gift. ADBSS works with a capable third-party administrator for its gift annuity program.
Benefits
How It Works
Minimum age and gift amounts apply.
If you are age 70½ or older, you may make a one-time QCD from your IRA to fund a charitable gift annuity.
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IRA-funded gift annuities do not qualify for a charitable income tax deduction.
A CRUT provides variable income based on a percentage of the trust’s annual value.
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A CRAT provides fixed, predictable income each year.
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A charitable lead trust allows you to support ADBSS now while ultimately transferring assets to family at a reduced tax cost.
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You may donate your home or property to ADBSS while retaining lifetime use.
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A “Give It Twice” trust allows retirement assets to provide income to loved ones for a term of years, with the remainder benefiting ADBSS.
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Gifts of closely held business interests can help achieve charitable, income, and tax-planning goals.
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Because these gifts are complex, early planning and coordination are essential. Please contact us to discuss your situation.
An endowment gift to the Arizona Desert Bighorn Sheep Society through any of these techniques is a powerful way to protect desert bighorn sheep not just today, but for generations to come. Endowment gifts are invested for long-term growth, and a portion of the earnings is used each year to support ongoing conservation, habitat protection, research, and education efforts.
You may choose to support our general endowment or work with us to direct your gift toward a specific conservation priority. An endowment gift reflects a deep commitment to the future of desert bighorn sheep and ensures that your legacy continues to make a meaningful impact far into the future.
Your generosity protects Arizona’s wild sheep for generations to come. If you would like to discuss any of these options—or let us know you have already included ADBSS in your plans—please contact us. We would be honored to work with you.
This information is general in nature and not intended as legal or tax advice. Donors are encouraged to consult with their professional advisors before making a charitable gift.
