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Legacy Gifts—
Making Dreams Come True!
May 21, 2008

Join us in the Safari Room at Potter Park Zoo on Wednesday, May 21, 2008, at 6:30PM, as Craig Godfrey from Godfrey Financial gives you the inside scoop you’ve always wanted to know about investing in your zoo and yourself.

Even if you have no idea what to expect, or haven’t even considered such options, we are here to answer your questions on all of the possibilities there are with our donor opportunities. You’ll learn about:

  • Charitable Remainder Trusts (Annuity and Unitrust), done prior to death, for possible immediate tax deductions.
  • Donor Advised Funds. A larger amount can be contributed to the Fund and paid out over multiple years.
  • Securities. Stocks, bonds, and mutual funds held more than a year may qualify for significant tax benefits as you are able to deduct the fair market value of the investment without paying tax on the long term capital gain.
  • Charitable Lead Trust. Assets contributed to a trust and the investment earnings are paid to the zoo.
  • IRAs. Funds given directly to the Zoo Society.
  • Life Insurance. The zoo can be listed as the beneficiary on the policy, or the policy can be transferred to the zoo prior to death.
  • Wills. Specific amounts given to the zoo.
  • Endowment. Money is given to the Society to fund an endowment that stays invested, and the zoo uses the investment earnings only.
  • As a 501c3 nonprofit we run a very tight budget and rely on your generosity to help us offset the inevitable increases.

    Bequests allow us to continue our education, conservation and great care of all species of animal.

    We will have refreshments here and lots of information, with absolutely no obligation. This is friendly and informative. No pressure. Won’t you join us?


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