INDIVIDUAL RETIREMENT PLANS

You can make a significant impact for nature by naming LightHawk as a beneficiary in your retirement plan, such as an IRA, 401(k), or 403(b). This process is straightforward: contact your plan administrator, request a beneficiary form, fill it out, and return it. By designating LightHawk as a beneficiary, your assets will not be taxed in your estate. While a 401(k) may require an additional step, after your passing, LightHawk will receive the remainder of your plan tax-free alongside any other named heirs.

Follow These Simple Steps:

1. Ask your bank or plan administrator for a beneficiary form. This document determines the distribution of the assets upon your passing, not your will.
2. Name LightHawk as beneficiary or partial beneficiary including our business address: PO Box 2751, Grand Junction, CO 81502, Tax ID: 84-0852104.
3. Send the beneficiary form to your plan administrator. Please provide us with a copy, including as much account detail as you’re comfortable with, to ensure accurate identification and proper receipt of your gift.
4. Unless specified otherwise, your contribution will be utilized to support conservation efforts across the country.
5. Typically naming a beneficiary in this way does not require drafting or amending a will or trust.

• Estate planning benefits: Contributions to LightHawk through retirement plan distributions can simplify estate planning processes and potentially reduce tax burdens for heirs.
• Support future conservation efforts: By directing retirement assets to LightHawk, you can support the organization’s mission and make a lasting impact on conservation efforts.