Commercial Annuities

Like retirement plan assets, commercial annuities provide for tax-deferred growth while the owner is living. Because distributions from commercial annuities are subject to income taxes, they are often considered among the best assets to leave to charity. Due to our tax-exempt status, The Wilderness Society can receive your commercial annuity completely tax-free when you name us as beneficiary.

Making this gift is as simple as updating your beneficiary form with your bank or insurance company. You can designate us as the primary beneficiary for a percentage or specific amount. You can also make us the contingent beneficiary so that we will receive the balance of your policy only if your primary beneficiary doesn’t survive you.

Next Steps

Please consider naming The Wilderness Society as a designated beneficiary to ensure wildlands are protected for years to come.

  1. Contact us at 1-888-736-4897 or giftplanning@tws.org for additional information about how to make a gift through your commercial annuity or to chat about the different ways you can include The Wilderness Society in your estate plan.
  2. Seek the advice of your financial or legal advisor.
  3. Please consider including The Wilderness Society in your estate plans. Here is our legal name and federal tax ID for you to share with your advisor:

    Legal Name: The Wilderness Society
    Address: 1615 M Street, NW, Washington, DC  20036
    Federal Tax ID Number: 53-0167933