Planned Giving

Ways to Guarantee the Future

Planned gifts can benefit the Zoo while helping you to save taxes, increase your income and pass more on to your heirs.

Did you know that:

• You can receive income for life in exchange for a gift?
• Giving appreciated property, like stocks or real estate, costs less than giving the equivalent amount in cash?
• Some assets can benefit you more if you give them away?
• Some gifts cost nothing now, but leave a legacy later?
• Some gifts allow you to pass more on to your heirs and save taxes?

Below are only a few ways in which you can give a planned gift to the Zoo, for more information about Life-income gifts (gifts that pay you back) such as Charitable Gift Annuities, Deferred Gift Annuities, Charitable Remainder Unitrusts, Charitable Remainder Annuity Trusts, Charitable Lead Trusts please contact Development Office at (610) 277.3825 ext 229.

Bequest:
Create a legacy by naming The Elmwood Park Zoo Foundation in your will for a specific amount, a percentage of the total estate, or the residue of the estate.

Charitable Gift Annuity:
Receive lifetime payments as well as tax savings while you support your Zoo. Transfer cash or securities to the Zoo, and receive fixed annuity payments for life.

Life Estate Agreement:
Deed your residence to the Zoo now, enjoy an immediate income tax deduction, and continue to live at that residence for the rest of your life.

Life Insurance Policy:
Donate a policy that is no longer needed for family protection or establish a new policy with the Zoo as beneficiary and deduct the annual premiums.

Charitable Remainder Trust:
Give a gift of cash, securities or real estate to fund a trust that provides you income and names The Elmwood Park Zoo as the remainder beneficiary.

Retirement Plan:
Designate the Zoo as beneficiary of a plan such as a 401(k) or IRA.