Gift and Estate Planning

Preserving and protecting those things you hold dear—the integrity of the Reserve’s natural wonders, the park’s unique opportunities to connect with nature, the care of Reserve trail system, education and events program offerings—is a wise investment. The easiest way to leave a lasting legacy for the benefit of the Kickapoo Valley Reserve is to include the Friends of the Kickapoo Valley Reserve in your will.

The information provided below is meant to assist you and your advisers in planning. Your gift, regardless of size, will be both welcome and important to Friends of the Kickapoo Valley Reserve. Thank you.

Sample language for including the Friends of the Kickapoo Valley Reserve in a will:

  1. I give, devise, and bequeath _____ % of the remaining assets of my estate to the Friends of the Kickapoo Valley Reserve, a Wisconsin charitable corporation, for its charitable purposes…
  2. I give, devise, and bequeath the sum of $______ to the Friends of the Kickapoo Valley Reserve, a Wisconsin charitable corporation, for its charitable purposes…
  3. I give, devise, and bequeath the following property to the Friends of the Kickapoo Valley Reserve, a Wisconsin charitable corporation, for its charitable purposes…  [Description of property].

You are strongly urged to discuss your gift intentions with the Friends of the Kickapoo Valley Reserve at an early stage in your planning.  Please call us at (608) 625-2960, or have your attorney or financial adviser call, if you have any questions or require additional information.

Other planned gifts
In addition to including the Friends of the Kickapoo Valley Reserve in your will, you can also name the Friends of the Kickapoo Valley Reserve as a beneficiary in your:

  • Charitable Remainder Trust
  • Gift Annuity
  • Retirement Plan (IRA, 401K, etc.)
  • Revocable Remainder Trust
  • Life Estate
  • Life Insurance
  • Director’s Charitable Award