Planned Giving

Leave a Legacy

The Greenville Zoo Foundation recognizes and honors donors who have made gifts of future support to the Greenville Zoo.

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These gifts will help to improve Zoo exhibits and facilities, as well as support conservation and education activities both here and around the world. Planned gifts provide us the opportunity to thank you today for the support you are providing for the Zoo tomorrow.

When you make a planned gift to the Greenville Zoo Foundation, you’re helping ensure that connections between people and animals are made each and every day. It will allow future generations to live in a world that thrives with wild animals.

Your gift will help meet the need to expand our educational impact, to provide ever-improving care for animals at the Zoo, and to improve and expand programs and exhibits. Your gift will help continue our legacy of connecting people, animals and the natural world.

There are a number of ways to make a planned gift to the Greenville Zoo Foundation. To learn more about any of the options below, please contact the Greenville Zoo Foundation at 864.627.4200 or [email protected].

Bequests

A bequest allows you to make a gift to the Zoo without affecting your family’s current financial security. While a bequest offers no immediate income tax benefits, it can reduce or even eliminate estate taxes.

You can make a bequest to the Greenville Zoo Foundation through your Will or by designating the Foundation as a beneficiary of your insurance policy or retirement plan. To include the Greenville Zoo Foundation in your Will, we suggest the following language:

“I give, devise, and bequeath to the Greenville Zoo Foundation, a non-profit South Carolina corporation, located at 150 Cleveland Park Drive, Greenville, SC 29601, the sum of $____ (or, ___ percent of my estate, or, ___ percent of the residue of my estate) to be used for such purposes as the Board of Trustees determines at the time this bequest becomes effective.”

If you prefer, Greenville Zoo Foundation staff or Board Members are happy to talk with you and your legal advisor regarding the designation of your gift.

Insurance Policy

Naming the Greenville Zoo Foundation as a primary or secondary beneficiary of an insurance policy is a very simple way to give a significant gift.

Retirement Plan

The Greenville Zoo Foundation can be named as the beneficiary of all or a percentage of the residual balance of a qualified retirement plan. Contact us for a sample letter to your retirement plan provider requesting a direct charitable distribution from your IRA.

Gifts of Stocks or Mutual Funds

While many donors prefer to make gifts of cash, others contribute gifts of appreciated stocks or mutual funds, as they can provide a double tax benefit: you can receive an income tax charitable deduction, and you reduce or avoid capital gain taxes on the appreciated value of the securities.

Income-Generating Gifts

Gifts to the Greenville Zoo Foundation that create a stream of income and charitable income tax deduction for you include charitable gift annuities and charitable remainder unitrusts.

Charitable gift annuities are one of the most popular planned gift options. Gift annuities can provide you with a guaranteed fixed income for your lifetime, as well as significant tax benefits. In an uncertain economy, the stability of a charitable gift annuity is very attractive to donors who wish to avoid risk.

Charitable remainder unitrusts give you payments that fluctuate annually with the fair market value of the trust.

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