Commercial Annuities

A Smart Gift to Leave to the Wild Sheep Foundation

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 Wild Sheep Foundation can receive your commercial annuity completely tax-free. The best way to give a commercial annuity in support of our work after your lifetime is to 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.

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Next Steps

  1. Contact Paige Culver at 406-404-8758 or pculver@wildsheepfoundation.org or Winton Smith, J.D., at 901-327-2700 or winton@wintonsmith.com for additional information on commercial annuities.
  2. Seek the advice of your financial or legal advisor.
  3. If you include WSF in your plans, please use our legal name and federal tax ID.

Legal name: Wild Sheep Foundation
Address: 412 Pronghorn Trail, Bozeman, MT 59718
Federal tax ID number: 42-1109229

Personal Estate Planning Kit

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This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!

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