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  • Giving Home
  • How to Give
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Planned Giving

Your legacy,
Our future

With Gift Planning, you can make a meaningful impact on the well-being of animals here at the zoo and throughout the world. Learn how to create a legacy of hope and compassion while enjoying financial benefits for you and your loved ones.

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You are at: Planned Giving > Gift Options > How to Give > Bequest

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Charitable Bequests

A charitable bequest is one of the easiest and most flexible ways that you can make a lasting impact.

Charitable Bequests
Property
Donor's Family
Saint Louis Zoo
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Potential benefits of a charitable bequest

  • Receive an estate tax charitable deduction
  • Reduce the burden of taxes on your family
  • Express your values through your legacy

How a bequest works

A bequest is one of the easiest gifts to make. You can make a bequest using a beneficiary designation form or you can include language in your will or trust specifying a gift to be made to family, friends or Saint Louis Zoo Association.

Here are some of the ways to make a bequest to Saint Louis Zoo Association

  • Include a bequest to Saint Louis Zoo Association in your will or revocable trust
  • Designate Saint Louis Zoo Association as a full, partial or contingent beneficiary of your retirement account (IRA, 401(k), 403(b) or pension)
  • Name Saint Louis Zoo Association as a beneficiary of your life insurance policy

A bequest may be made in several ways

  • Percentage bequest - make a gift of a percentage of your estate
  • Specific bequest - make a gift of a specific dollar amount or a specific asset
  • Residual bequest - make a gift from the balance or residue of your estate
Click here to review sample bequest language.

Contact us

If you have any questions about leaving a bequest to us, please contact us. We would be happy to assist you. If you have been so generous as to include a bequest to Saint Louis Zoo Association as part of your estate plan, please take the time to let us know. We would like to recognize you and your family for your generosity.

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The method used to make a bequest will depend on the kind of gift you choose to leave to Saint Louis Zoo Association.

Bequests of cash, personal property, business interests, and real estate are typically made by way of a will, revocable trust or even a simple codicil to your current estate plan. To ensure that the Zoo can accept a non-cash gift, please contact us. Your estate-planning attorney can assist you in preparing the necessary papers for you to complete the bequest.

Other bequests, such as those involving retirement assets, insurance policies, bank accounts and stocks and bonds, are typically made by completing the appropriate beneficiary designation form. Simply contact your retirement plan administrator, life insurance company, bank or investment broker and ask them to send you the appropriate "beneficiary designation" or "payable on death" form. To complete your bequest, you will need to complete and sign the form and then send it back to the person who originally sent the form to you.

The last step in leaving any bequest involves the transfer to charity. When you pass away, the bequest property will be transferred to Saint Louis Zoo Association. The full value of this gift will be transferred tax-free and your estate will receive an estate tax charitable deduction.

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This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.

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