Leave a Legacy
When you make a planned gift to Zooville USA, you’re helping ensure that people continue to connect with animals each and every day, and that future generations will not only live in a world that thrives with wild animals, but works to preserve, protect and respect animals and their habitats for future generations. Your gift will help meet the need to expand our educational impact, to provide ever-improving care for all of the animals at the Zoo, and to expand our wildlife rehabilitation programs that enable us to return orphaned and injured native animals to the wild. Your gift will help continue our legacy of connecting people, animals and the natural world. With a little planning today, your impact can be felt for generations to come.
There are many types of planned giving, some of which are briefly outlined below. We recommend that you speak with a professional to get the best advice when setting up your legacy, and because you should never feel like you are choosing between your philanthropic goals and financial security. These professionals can give you the best recommendations suited to your individual financial situation. Planned giving is not just for the wealthy or the elderly - The truth is, even people of modest means, young and old alike, can make a difference through planning. To set up a Legacy for Zooville USA, please contact the following individuals/agencies:
Robert Graham CPA, LLC
603 E Jackson Street
Tampa, FL, 33602
Phone: (813)601-5513
www.robertgrahamcpa.com
info@robertgrahamcpa.com
Bequests
A bequest allows you to make a gift to the Zoo without affecting your family’s current financial security. While a bequest offers no immediate income tax benefits, it can reduce or even eliminate estate taxes.
You can make a bequest to Zooville USA through your Will or by designating the Zoo as a beneficiary of your insurance policy or retirement plan. To include the Zoo in your Will, we suggest the following language:
“I give, devise, and bequeath to Zooville USA, a non-profit Florida corporation, located at 4702 Cooper Road, Plant City, FL 33565, the sum of $____ (or, ___ percent of my estate, or, ___ percent of the residue of my estate) to be used for such purposes as the Board of Directors determines at the time this bequest becomes effective.”
Insurance Policy
Naming the Zoo as a primary or secondary beneficiary of an insurance policy is a very simple way to give a significant gift.
Retirement Plan
Zooville USA can be named as the beneficiary of all or a percentage of the residual balance of a qualified retirement plan.
Gifts of Stocks or Mutual Funds
While many donors prefer to make gifts of cash, many contribute gifts of appreciated stocks or mutual funds as they can provide a double tax benefit: you can receive an income tax charitable deduction and you reduce or avoid capital gain taxes on the appreciated value of the securities.
Income-Generating Gifts
Gifts to the Zoo that create a stream of income and charitable income tax deduction for you include charitable gift annuities and charitable remainder unitrusts.
Charitable gift annuities are one of the most popular planned gift options. Gift annuities can provide you with a guaranteed fixed income for your lifetime as well as significant tax benefits. In an uncertain economy, the stability of a charitable gift annuity is very attractive to donors who wish to avoid risk.
Charitable remainder unitrusts give you payments that fluctuate annually with the fair market value of the trust.
Gifts of Real Estate
A gift of real property (such as your home, vacation property, vacant land, farmland or ranch or commercial property) can make a great contribution. If you own appreciated real property, you can avoid paying capital gains tax by gifting the property to Zooville USA.