Have you thought about including Zoofari as part of your will or trust?
Some common methods used in estate planning are the Charitable Gift Annuity and the Charitable Remainder Trust. Both usually involve appreciated real estate, provide you an income for life and may have significant tax savings. The remaining assets pass to Zoofari, Inc. after the donor’s death.
While you should work with your own attorney on the specifics of your situation, below is language you can share with your advisers to include Zoofari in your future planning:
I give to Zoofari, Inc. a 501(c)(3) charity located at P.O. Box 2771, Carlsbad, California 92008 ______(a percentage of the estate, specific dollar amount, remainder of estate after all other bequests & expenses, etc.)_________ to be used for its general support and charitable purposes without restriction. Zoofari’s Federal Tax Identification Number is 86-1145555.
For more information on Legacy Gifts, please contact Jackie Navarro at email@example.com.