Learn how leaving a legacy with Fresno's Chaffee Zoo Corporation can help support the causes you care about while continuing to meet your current financial needs.
A legacy gift enables you to support Fresno's Chaffee Zoo Corporation, secures the financial needs of your loved ones, and provides you with tax benefits. Legacy gifts of all sizes help us to meet our current needs and secure the Zoo's future.
By including Fresno's Chaffee Zoo Corporation in your will or trust, naming Fresno's Chaffee Zoo Corporation as a beneficiary of all or part of a life insurance policy, or taking advantage of other giving opportunities, you can preserve your assets now and support the Zoo for years to come. Your gift will have a tangible, practical, and lasting impact.
Request a confidential, no-obligation conversation to get started.
By giving Fresno's Chaffee Zoo Corporation a gift from your will or trust, you will be welcomed into our Legacy Society and join other supporters and friends who also believe in the importance of the Zoo's mission.
Please let us know so we can properly thank you and ensure your gift will be used as you have intended.
Not only do you have options for how your gift to Fresno's Chaffee Zoo Corporation will be used, but you also have options on what to give and how to give. There are gifts that cost you nothing now, gifts that pay you income, and gifts that allow you to decide what happens and when.
There are many types of bequests. Through a provision in your written and executed will or trust, you can choose to give a gift in the form of cash, securities, real estate, or personal property. There are many types of bequests. Choose the one that best fits your needs and intentions.
If you're 70½ or older, you can give a gift directly from your IRA to Fresno's Chaffee Zoo Corporation. While there is no charitable deduction for a rollover gift, you can avoid the income tax on the donated portion of your required minimum distribution.
Designate Fresno's Chaffee Zoo Corporation as a beneficiary to receive all or a portion of the balance of your Donor Advised Fund (DAF) through your fund administrator. You can also award the Zoo with a grant from your DAF at anytime.
Name Fresno's Chaffee Zoo Corporation as the beneficiary of an existing life insurance policy; donate an existing, paid-up life insurance policy you no longer need; or purchase a new life insurance policy and name Fresno's Chaffee Zoo Corporation as the owner and beneficiary.
There are many other ways to support Fresno's Chaffee Zoo Corporation through a planned giving vehicle. Charitable Gift Annuities, Charitable Trusts, Life Insurance, and more, might also be good options for you. We can discuss creative ways that you can use your assets to benefit Fresno's Chaffee Zoo Corporation, while at the same time, preserve the benefits of those assets for you and your family.
Naming Fresno's Chaffee Zoo Corporation as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh, profit-sharing pension plan, or other donor-advised funds, can accomplish charitable goals while providing significant tax savings.
When you donate appreciated stocks, bonds, or mutual fund shares instead of cash, you'll receive charitable deductions at full, fair market value while reducing capital gains impact.
Director of Development
sregevig@fresnochaffeezoo.org
559-385-2707
1250 W. Olive Ave.
Fresno, CA 93728
If you are working with a professional advisor, or advising a donor, here's a practical guide for including in a charitable estate plan.