• Leave a Legacy

    LEO Zoological Conservation Center needs help to pursue its mission to protect endangered species, provide wildlife conservation research, educate children, students and adults, as well as providing an intimate animal experience for our visitors and members. Charitable contributions, in addition to including LEO Zoological Conservation Center in your will or estate plan, are ways to provide financial support so that LEO Zoological Conservation Center can substantially pursue its mission. Your financial support will be used to improve animal enclosures, educational programs, and more to make the beloved animals at LEO ZOO as comfortable as possible. Not only will your donations help LEO Zoological Conservation Center, but they can benefit you as well through significant tax benefits.

    5 Different Ways to Leave Your Legacy
    • Gifts of Cash
    • Gifts of Insurance
    • Gifts of Real Estate
    • Gifts of Retirement Assets
    • Gifts of Stocks and Bonds

     

    Gifts of Cash

    The most simple way of giving a gift is by giving a gift of cash. This allows LEO ZCC to be able to use your gift immediately to improve our mission. You will also receive a charitable tax deduction that will provide you with savings on this year’s tax return.

    A cash gift is a simple and easy way for you to make a gift. Your gift can:
    • Make an immediate impact on our mission today.
    • Provide you with a charitable income tax deduction.

    Send Us Your Gift By Mail 

    You can send us a check or money order to Lionshare Educational Organization 404 Taconic Road, Greenwich, CT 06831. Please let us know if you want your gift used for a specific purpose, by indicating that purpose either in the memo line or in a letter to us.

     

    Gifts of Insurance

    Did you know that you can give your life insurance policy to us today and receive a charitable income tax deduction?  If your life insurance policy is no longer needed or will no longer benefit your survivors consider making a gift and help further our mission.You can then make deductible contributions to us each year which we may use to pay the premiums. We benefit from the proceeds of your policy.

    Designate Us as Beneficiary of Your Policy

    You can also designate us as the beneficiary of your life insurance policy. You will continue to own and can make use of the policy during your lifetime. The policy will be included in your taxable estate when you pass away, but your estate will benefit from an estate tax charitable deduction for the value of the gift to us.

     

    Gifts of Real Estate

    If you own appreciated real property, you can avoid paying capital gains tax by making a gift to us. Your real property may be gifted to our organization by executing or signing a deed transferring ownership. You may deed part or all of your real property to our organization. Your gift will generally be based on the property’s fair market value, which must be established by an independent appraisal.

    Here are some of the benefits you may enjoy:
    • Avoid paying capital gains tax.
    • Receive a charitable income tax deduction.
    • Leave a lasting legacy.

    Gifts of Retirement Assets

    If you do not plan on using all of your retirement assets during your lifetime, a gift of your retirement assets [IRA, 401(k), 403(b), pension or other tax deferred plan] is an excellent way to make a gift. Did you know that 50%-60% of your retirement assets may be taxed if you leave them to your heirs at your death? Another option is to leave your heirs assets that receive a step up in basis (such as real estate and stock) and give the retirement assets to our organization. As a charity, we are not taxed upon receiving an IRA or other retirement plan assets.

    How to transfer your retirement assets

    Your retirement assets may be transferred to us by completing a beneficiary designation form provided by your plan custodian. If you designate our organization as beneficiary, we will benefit from the full value of your gift because your IRA assets will not be taxed at your death. Your estate will benefit from an estate tax charitable deduction for the gift.

     

    Gifts of Stocks and Bonds

    An easy way for you to make a gift is by donating your securities, including your stocks or bonds.This way, you can avoid paying capital gains tax that would be due if these assets were sold. Make your gift today by electronic transfer! It’s easy. Please contact us for delivery instructions to make a transfer from your brokerage account to us.

    Here are some potential benefits:
    • Avoid paying capital gains tax.
    • Receive a charitable income tax deduction.
    • Enjoy possible increased income.
    • Further our mission today!

    Send Us Your Gift By Mail  
    If you hold securities in certificate form, you will need to use two envelopes to complete your gift. In the first, place the unsigned stock certificate(s). In the other, include a signed stock power for each certificate. You may obtain this from your broker or bank. Please remember to use certified mail.

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