Leaving a Legacy Gift to Fresno's Chaffee Zoo Corporation

A Gift to Fresno's Chaffee Zoo Corporation

A practical way to make a planned gift is to include Fresno's Chaffee Zoo Corporation in your will or revocable trust, or as a beneficiary of your retirement plan or life insurance. If you have already made a provision to include Fresno's Chaffee Zoo Corporation in your financial planning, please notify us by completing and returning this document. By documenting your bequest intention, Fresno's Chaffee Zoo Corporation will have an opportunity to recognize and thank you for your generous support in your lifetime.

Information provided to signify your bequest intention to Fresno's Chaffee Zoo Corporation will remain completely confidential unless you authorize Fresno's Chaffee Zoo Corporation to publicize your gift. Fresno's Chaffee Zoo Corporation understands that all bequest provisions are revocable, and any intentions stated here are not binding on you or your estate.

I have made revocable gift commitments for Fresno's Chaffee Zoo Corporation as follows (check all that apply):

Bequest Approximate value: $_______________

Life Insurance Policy Approximate value: $_______________

IRA or other retirement plan Approximate value: $_______________

Other asset Approximate value: $_______________

Recognition (Select one.):

I/we accept membership into the Fresno Chaffee Zoo Legacy Society (recognition society for donors who have included Fresno's Chaffee Zoo Corporation in their estate plan). Please publish my/our name(s) among your lists of Fresno Chaffee Zoo Legacy Society members.

Please clearly print the text as it should appear: _____________________________________________

Please do not list my/our name(s) publicly.

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Signature

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Date

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Name (please print)

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Signature

________________________________________________
Date

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Name (please print)

Contact information—representative of my estate:

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Name

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Telephone

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Role

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Email

I have attached documentation from my will, retirement plan, life insurance policy, or trust.

If your gift is for a percentage of your estate, rather than a fixed amount, Fresno's Chaffee Zoo Corporation will be happy to use your good faith estimate of the current value based on this percentage. While not required, you may wish to include a copy of the relevant portion of related documents.