Benefits of Planned Giving
Through planned giving you may be able to increase your current income or provide additional retirement income, while reducing income tax and estate taxes. Some gifts virtually eliminate estate taxes while others greatly reduce the amount of tax you are responsible for during your lifetime. There are no ongoing dues or fees to maintain membership in Bill’s Legacy League. It is important to explore your options with an estate planning attorney to maximize your tax benefits. Learn more about the benefits of planned giving.
For more information, please contact the Sequoia Park Zoo Foundation at 707-442-5649 ext. 201.
Review sample language for your will
Here are some examples of bequest language that will direct your gift to the Sequoia Park Zoo Foundation:
“ I, _______________ give, devise and bequeath to the Sequoia Park Zoo Foundation, 3414 W Street in Eureka, California, Tax ID #56-2410108:
- the sum of $______________.”
- __% of my estate.”
- ____ shares of stock in ______Company.”
- my real property, parcel # ___, located at___.”
- [all or a percentage] of the residue of my estate.” (Residue is defined as that which remains after debts and expenses of administration, legacies, and all other devices have been satisfied)
- should my designated beneficiary not survive.”
If you would like to make a gift to the Sequoia Park Zoo Foundation, we recommend you contact your attorney or estate planner.