PLANNED GIVING
100 years ago, a group of visionaries preserved a piece of land that has enriched the Montgomery County community for generations. Now it’s our turn.
Elmwood Park Zoo’s Future is Your Legacy.
Below is some information on how you can impact Elmwood Park Zoo’s future!
GIVE NOW
Charitable Designations
This option provides flexibility and supports the Zoo without needing to make a commitment in your will or estate.
Qualified Charitable Distribution (QCD): This is a wonderful option for people 70½ and older. QCD allows you to make a gift to the Zoo from your traditional or Roth IRA without the distribution counting as taxable income. (2025 annual limit is $108,000 per individual, or $216,000 for married couples filing jointly).
Donor-advised Funds (DAF): To give through a DAF, you establish a Giving Account and then donate cash, stocks, etc. to be eligible for an immediate tax deduction. You then make a request to fund the Zoo through your DAF’s Giving Account.
Gift of Appreciated Securities: Securities and mutual funds that have increased in value and been held for more than one year are one of the most popular assets to use when making a gift. When you give appreciated securities or mutual funds you can reduce or even eliminate federal capital gains taxes on the transfer. You may also be entitled to a federal income tax charitable deduction based on the fair market value of the securities at the time of the transfer.
Organizational Info
Address: Elmwood Park Zoo 1661 Harding Blvd. Norristown, PA 19401
EIN: 23-1970067
Mission: To foster an appreciation for wildlife and the environment that will inspire active participation in conservation.
GIVE LATER
General Bequest Language
General language in your will allows Elmwood Park Zoo to apply your gift wherever the need is greatest.
“I give to Norristown Zoological Society D.B.A. Elmwood Park Zoo the sum of $ _________ (or % of my estate), (or other personal property herein described) to be used for its general support and charitable purposes without restriction.”
Bequest Restricted for a Specific Use
You may be interested in supporting a specific project through your will:
“I give to Norristown Zoological Society D.B.A. Elmwood Park Zoo, the sum of $_________ (or % of my estate to be used for (designated purpose*). If at any time it becomes impossible or impractical for my gift to be used for the above designated purpose, Norristown Zoological Society D.B.A. Elmwood Park Zoo shall use my gift for a purpose and in a manner that it determines most closely meets the above designated purpose.”
Flexibility of your contribution helps to ensure your legacy best serves the Zoo’s mission and growth.
OTHER WAYS TO GIVE
Family Foundations
Foundation grants allow families to provide pre-tax contributions to the Zoo’s vital operations and animal welfare endeavors.
Stock Transfers
Elmwood Park Zoo is happy to provide its brokerage information.
EITC for Individuals
Working with “Friends of Education”, a local group founded by PA tax lawyers, Elmwood Park Zoo can now offer individuals up to 90% of their donations back in the form of tax credits!
“At Friends of Education we are dedicated to fostering high-quality educational opportunities for children in grades K-12. We have successfully allocated over $17M in contributions to more than 100 Educational Improvement Organizations (EIOs). Together, we strive to create a brighter future for all students by enhancing educational access and excellence.“
Jed Silversmith, Esq. & Todd Unger, Esq. LL.M.
pataxcredits.org
(215) 315-4210
jed.silversmith@pataxcredits.org
todd.unger@pataxcredits.org