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Planned Giving

Why We Give

Furthering a Legacy of Caring and Generosity
On a whim, Marion and Mylo left their favorite server a $10,000 tip just before her wedding when they knew she was struggling financially. There are countless other examples of their spontaneous generosity, including how they underwrote their postman's trip to Europe with his daughter, and how they bequeathed "Cecil the Diesel," Marion's beloved 1964 Mercedes Benz coupe, to their longtime friend and gardener. Read More

Life is Full of Surprises
Lilly Kassos was full of surprises. From driving around West Seattle in her little red sports car, to opening up a hair salon and becoming an extremely successful businesswoman, to exploring her talents in Japanese sumi art, Lilly kept her friends wondering what she would do next! Read More

Connections With Animals Deepen Over a Lifetime
Patty Edwards recalls fond memories of her visits to Woodland Park Zoo while growing up in Seattle. Never owning pets in her youth, Patty’s deepest bonds with animals—felines, in particular—were forged later in life. Read More

The Ripple Effect
Nancy and Mark Pellegrino share a passion for the zoo's mission that began well before setting foot on our 92 acres, as it grew naturally from a deep love of animals both domestic and wild.  Read More

Reflecting on Meaningful Values
In her first Seattle apartment, coincidentally across the street from Woodland Park Zoo, Maureen Harley awoke each day to the sounds of wildlife, peppered with an occasional lion's roar.  Read More

Lucas Engles-Klann Shows That Anyone Can Be a Hero
Kids' love for animals is infectious. Every day youngsters who come to the zoo vividly illustrate the biophilia hypothesis— that humans feel an innate connection to our planet's other living beings. Some, however, take things even further, stirring people to action with their vision and zeal.  Read More

Is Your Zoo a Reflection of Your Community?
At Woodland Park Zoo, the impact of legacy gifts can be seen all over the zoo. Most legacy gifts are placed in our endowment to benefit our animals, exhibits, educational programs and field conservation programs. We also welcome discussions about specific areas of interest.  Read More

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©2015 WPZ is a registered 501(c)(3) non profit

A charitable bequest is one or two sentences in your will or living trust that leave to Woodland Park 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

Bequest Language

"I, [name], of [city, state, ZIP], give, devise and bequeath to Woodland Park Zoo [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 the 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 the 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 the 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 the zoo where you agree to make a gift to the 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.

Personal Estate Planning Kit Request Form

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