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Naming a Beneficiary for Retirement or Life Insurance Plans

You may name Wolf Ridge as a beneficiary of your retirement plan or life insurance policy. Donors should consult with their tax advisor regarding the tax benefits of such gifts.

Life Insurance Bequest

Your life insurance policy can be gifted to a charity and this may make you eligible for an income tax deduction.

  • You transfer ownership of a paid-up life insurance policy to Wolf Ridge Environmental Learning Center.
  • Wolf Ridge elects to cash in the policy now or to hold the policy.

You can also designate Wolf Ridge as a beneficiary of your life insurance policy.

Retirement Plan Bequest

Making a charitable gift from your retirement plan is easy and should not cost you any attorney fees. Simply request a change of beneficiary form from your plan administrator and name Wolf Ridge Environmental Learning Center of Finland, MN as beneficiary. When you are done, please return the form to your plan administrator and notify Wolf Ridge.

Other Bequest Options

You can also name Wolf Ridge as a beneficiary on a certificate of deposit, savings account, money market account or similar investment. Use our legal name, Wolf Ridge Environmental Learning Center, located in Finland, Minnesota Tax Id#: 41-1251705.

For more information

Contact Lucy Rogers by phone at 651-436-5784 or send her an e-mail.