Sample gift language for your will or revocable living trust

A well planned gift communicates your legacy; it tells a story of what you hold as most important and valuable in your life and community. Leaving a gift to the Oregon Zoo Foundation through your will or trust is an easy and impactful way to benefit the foundation. The Oregon Zoo Foundation is the independent fundraising agent of the Oregon Zoo and is the preferred designee for estate gifts.

The sample language provided below illustrates how a bequest can be accomplished, and is intended to be used for educational purposes rather than as legal advice. We encourage donors to share this information with their legal counsel. We also recommend that you review your bequest information with the Oregon Zoo Foundation’s planned giving manager to ensure that your plans are carried out as you wish.

For General or Undesignated Support of the Oregon Zoo Foundation:

“I give ____% of my estate,
OR
The sum of $_____,
OR
the real property described on the deed as ___________________________,
OR
the personal property described as ___________________________________,
OR
All the rest, residue, and remainder of my estate,
OR
_______% of the rest, residue, and remainder of my estate to the Oregon Zoo Foundation, located in Portland, Oregon.”

For Endowment Fund Gifts:

You may specify an endowment fund if you desire to target your bequest toward one of the following areas: Animal Welfare, Conservation or Education.

“I give ____% of my estate,
OR
The sum of $_____,
OR
the real property described on the deed as ___________________________,
OR
the personal property described as ___________________________________,
OR
All the rest, residue, and remainder of my estate,
OR
_______% of the rest, residue, and remainder of my estate to the _____________ endowment fund held by the Oregon Zoo Foundation, located in Portland, Oregon.”

Beneficiary Designation:

When naming the Oregon Zoo Foundation as a beneficiary of your retirement plan, IRA, life insurance policy, charitable trust or charitable gift annuity, please use the following information on your beneficiary designation form:

Oregon Zoo Foundation
4001 SW Canyon Road
Portland, Oregon 97221
Federal Tax I.D. Number: 93-0718337


The material presented on this Planned Giving website is not offered as legal or tax advice.
Read full disclaimer|Sitemap|Planned Giving Content © 2018 PlannedGiving.com

The material presented on this Planned Giving website is not offered as legal or tax advice.
Read full disclaimer|Sitemap|Planned Giving Content © 2018 VirtualGiving.com