Wildlife Heritage Guild - Planned Giving
Leave a legacy that will make a difference in the future of the Sacramento Zoo. The Wildlife Heritage Guild is a group of special individuals who have remembered the Sacramento Zoological Society in their estate plans.

The nonprofit Sacramento Zoological Society depends on the generosity of private contributions from those who value the Sacramento Zoo and its role in their lives and community. Planned gifts play an important role in ensuring the long-term future of the Zoo. You can make a meaningful investment in the Zoo through a planned gift such as a will, trust, life insurance policy or other deferred gift. Planned gifts can also provide substantial tax benefits to the donor.

Wills
Use your will power. Without a valid will, state laws can determine how your assets are distributed. You can best ensure that your intentions or wishes are followed by creating a valid and enforceable will. By naming the Sacramento Zoological Society in your will, you leave a legacy for the future. You may leave the Sacramento Zoological Society a percentage of your estate, a specific dollar amount, or specific property such as stocks, bonds or real estate.

Life Insurance
Naming the Sacramento Zoological Society as beneficiary and owner of a new or existing life insurance policy may provide a charitable income tax deduction.

Charitable Lead Trusts
A gift for the Zoo today, a gift for your heirs tomorrow. When you establish a charitable lead trust, the income generated from the trust goes to the Sacramento Zoological Society for the duration of the trust. When the trust terminates, the principle passes to your heirs. Using a charitable lead trust can minimize or even eliminate estate taxes.

Charitable Remainder Trusts
Charitable remainder trusts offer a way to donate property and still retain an income source. When you make a gift through a charitable remainder trust, you donate assets to the trust, naming the Sacramento Zoological Society as the trust recipient. The trust will then pay you income for life or for the joint lives of you and your spouse. After your death, or the death of your surviving spouse, the assets within the trust are distributed to the Sacramento Zoological Society. This type of trust can offer great flexibility in meeting individual income and estate planning needs. Your income from the trust may be a fixed amount (known as a charitable remainder annuity trust) or a percentage of the trust assets or income (known as a charitable remainder unitrust).

Wildlife Heritage Guild
Individuals who notify the Sacramento Zoological Society that the nonprofit has been designated as a beneficiary in their estate plans will be made a member of the Wildlife Heritage Guild. As a member of this elite group, you will be invited to exhibit openings, the Benefactor Event and will receive recognition on the Wildlife Heritage Guild sign on Zoo grounds. For more information, call (916) 808-3713 or email Development Director.

The above information does not constitute legal or financial advice and should not be relied upon as such. Interested donors should seek independent legal and financial advice from competent legal and financial advisors. To learn more about the best giving vehicle for you, the Sacramento Zoological Society encourages you to seek professional legal, estate planning, and financial advice.

The Sacramento Zoological Society is a 501(c)(3) nonprofit organization; the tax ID number is 94-2861667.

The Sacramento Zoological Society  // 501(c)(3) nonprofit
3930 West Land Park Drive, Sacramento, CA 95822  //  916-808-5888
© 2014 Sacramento Zoo, All Rights Reserved
 


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