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Love of Animals Leads to Love of the Zoo

Becky Sloan and Sandy Berry

Becky Sloan and Sandy Berry have planned several gifts to support the Zoo.

Becky Sloan and Sandy Berry have been Denver Zoo volunteers since 2009 with a combined 5,000 hours of service, a good portion of those hours completed this year by Becky who currently serves as the chair of the volunteer program. Their appreciation and understanding of the magnitude of the Zoo's work has grown over the last several years, and they especially appreciate all the educational opportunities for children. Sandy believes "the Zoo is one of the most impressive places in Denver."

Besides spending a good deal of their time at Denver Zoo educating guests of all ages, and Sandy's favorite area, volunteering in the veterinary hospital, they love spending time at home with their dogs: Peanut Butter and Jake and cat: Gizmo. Sandy spends hours in her garden while Becky prefers the home improvement projects inside. They also spend their summers golfing and winters bowling.

Becky and Sandy joined the Wildlife Heritage Society 5 years ago with a gift through their estate plan. Then a few years later they both decided to establish a charitable gift annuity: an immediate gift which in turn provides them payments for life. They like this gift as the income they receive is higher than they were previously receiving from their certificate of deposit and they can support Denver Zoo at the same time.

We thank Becky and Sandy for their generosity to the Zoo and their commitment to all animals.

Make Your Commitment to Animals

If you would like to follow the example set by Becky and Sandy, contact Josie Stewart at 720-337-1463 or jstewart@denverzoo.org. We can help you plan a gift that fits your goals.

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Josie Stewart

Josie Stewart

Gift Planning Manager

720-337-1463

JStewart@DenverZoo.org

 
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A charitable bequest is one or two sentences in your will or living trust that leave to Denver Zoo a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I give to Denver Zoo, a nonprofit corporation currently located at 2300 Steele Street, Denver, CO, 80205, or its successor thereto, ______________* [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Denver Zoo or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Denver Zoo as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Denver Zoo as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Denver Zoo where you agree to make a gift to Denver Zoo and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

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