Resources for Professional Advisors
In your work as a professional advisor, you value professionalism, integrity, and honesty, taking the utmost care when serving your clients. As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts to The Wilderness Society. Please use these tools as you help your clients with their charitable plans, and feel free to contact us for more information or assistance.
Here is our organizational information for you to use with your clients:
Legal Name: The Wilderness Society
Address: 1801 Pennsylvania Avenue, NW, Washington, DC 20006
Federal Tax ID Number: 53-0167933
Forms
- Sample Bequest Language
- Stock Transfer Instructions
- Mutual Fund Share Transfer Instructions
- Wire Transfer Instructions
- IRS Form 8282
- IRS Form 8283
- IRS Publication 526, "Charitable Contributions"
- IRS Publication 561, "Determining the Value of Donated Property"
See the Benefits Today
Provide your clients with a free, no-obligation illustration of their gift to The Wilderness Society with our Gift Illustrator tool. Instantly calculate deductions, tax savings, and other benefits for multiple gift types.
Make a Gift to The Wilderness Society in a Will
If your clients are interested in ensuring wildlands are protected for years to come by supporting The Wilderness Society with a gift in their will, please share the following sample bequest language that they can bring to their estate planning attorney:
After fulfilling all other provisions, I hereby give, devise and bequeath to The Wilderness Society (Federal Tax ID: 53-0167933) a charitable organization duly incorporated under the laws of the District of Columbia and located at 1801 Pennsylvania Avenue, NW, Washington, DC 20006, ____% of the rest, residue, and remainder of my estate [or $____ if specific amount].
Partner With Us
We understand that gifts to charities such as The Wilderness Society can be an important part of your clients' overall financial and estate plans. That's why we're committed to working with you to ensure that your clients find the charitable arrangements that best meet their needs. We believe that charitable planning is a process that ideally involves the donor, professional advisors, and our gift planning staff — all working together to arrange the best gift possible. Don’t hesitate to contact us by phone at 888-736-4897 or by email at giftplanning@tws.org.
More Resources
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.