MAKE WILDLIFE A PART OF YOUR LEGACY
YOUR PERSONAL ESTATE PLANNING GUIDE
Dear Friends,
Looking to the future can create a sense of both wonder and uncertainty. It’s impossible to know everything to come, but throughout our lives, we can work to build the kind of world we hope for future generations to inherit.
Legacy giving techniques are called “planned gifts” because, with thoughtful preparation for the future, you can create solutions that will benefit you, your loved ones and Zoo Miami Foundation (ZMF). Through these gifts, your legacy will communicate the things you value most in your life and community. Leaving a gift to ZMF through your will or trust can benefit education and wildlife conservation efforts for years to come.
Here at Zoo Miami & ZMF, our core mission has always been to protect wildlife, globally and in our own backyard, while inspiring the conservationists of tomorrow. Your gift will help us see that mission through, by directly supporting conservation projects, education programs, or capital projects, like expanding our Sumatran tiger habitat.
Plan today, so you may leave a legacy that lives on.
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With all of the chaos in the world today, it is important to step back and invest in the things that are meaningful to you. Leaving a legacy at Zoo Miami of educating the public about conservation efforts right here in our backyard, in the state I love, while instilling a sense of responsibility in my children, has been an absolute blessing.
José Romano
Josephine Wolf Legacy Society Donor Zoo Miami Foundation President & CEO
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Photo by Ron Magill
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WAYS TO GIVE & SOCIETY
The ZMF Josephine Wolf Legacy Society, named after a dedicated champion of wildlife, recognizes those who have included a legacy gift to ZMF in their estate plans. To recognize your leadership, members’ names are listed* in the ZMF Annual Report and online. It is our pleasure to keep members informed about the work their generous support helps accomplish throughout the year. To join the Josephine Wolf Legacy Society, please complete and return the enclosed form at the back of this booklet. The information you provide will be kept confidential.
BEQUESTS AND INSURANCE CHARITABLE IRA ROLLOVER
CHARITABLE LEAD TRUST
This rollover option provides taxpayers 70 1/2 and up with a tool to transfer the annual Required Minimum Distributions directly to ZMF and avoid up to $100K in taxes.
The trust makes annual payments to ZMF for a period of time you set, then distributes the remaining assets to your family.
With specific in your will or able to donate cash, life insurance, and/or
See sample bequest below.
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SOCIETY BENEFITS
Sample Bequest Language: I hereby give, devise and bequeath (dollar amount or % of estate; or describe property) to Zoo Miami Foundation, a nonprofit organization supporting Zoo Miami located at 12400 SW 152nd Street, Miami, FL 33177 for its ongoing conservation and education purposes (or for a designated program of your choice).
Tax ID Number: 59-6192814
*You may give us permission to list your name or, should you prefer, you may remain an anonymous member of the ZMF Josephine Wolf Legacy Society.
BEQUESTS LIFE
INSURANCE GIFTS
specific language trust, you are cash, securities, and/or property.
bequest language below.
LIFE INCOME GIFTS
Receive income for life; the remainder benefits ZMF.
CHARITABLE ENDOWMENTS
ZOO MIAMI FOUNDATION | 5
YOUR PERSONAL LEGACY PLANNING GUIDE
For many of us, the most difficult part of establishing a will is getting started. We hope this booklet will serve as a valuable resource to help you organize your information all in one place and help save time (and possibly fees) when you meet with your attorney to prepare your estate.
Complete the following pages to the best of your ability. It does not have to be perfect—an approximation of the value of your assets will help you and your advisors make decisions of their eventual distribution.
Keep in mind the information noted here is for your reference—hold on to this guide with other important information and documents, so all may be shared when you visit your attorney to draft and/or revise your estate plans.
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PERSONAL INFORMATION
FAMILY INFORMATION
Name Name Name Name Name Citizenship Citizenship Home Phone Home Phone Occupation Occupation Day Phone Day Phone Birth Date Birth Date Total: Total: Owned by Birth Date Birth Date Birth Date Street Address Street Address City City State State Zip Code Zip Code Spouse Bank Accounts, CDs: Mutual Funds: Children You You Spouse Spouse Joint Joint $ $ $ $ $ $ $ $ Estimated Value ZOO MIAMI FOUNDATION | 7 Date Completed for My Records:
FINANCIAL INFORMATION - ASSETS
FINANCIAL INFORMATION - ASSETS CONT.
(401K, 503b, pensions, profit sharing, etc.)
Life Insurance Policies
Estimated Value Estimated Value Value Value Traditional
Roth
Annuitants Beneficiary(ies)
Total: Total: Total: Owned by Stocks: Bonds: Commercial Annuities: Commercial Annuities: IRAs Retirement Plan You Spouse Joint $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ You You (One or two) Spouse Spouse Joint Joint
Beneficiary(ies)
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FINANCIAL INFORMATION - ASSETS CONT.
Real Estate:
Principal Residence
Address
Other (second home, rental/commercial property)
Address
Address
Closely Held Business Interests:
(Major stockholder, partner, owner)
Business
Business
Personal Property: (you may wish to add inventories)
Furnishings: (description and location)
Vehicles:
Auto/Truck (Make/Yr)
Aircraft (Type/Tail no.)
Boat/RV/Etc. (Make/Yr)
Works of Art:
Collections: (stamps, coins, etc.)
Jewelry:
Auto/Truck (Make/Yr) Location Location Location
Other: (intellectual property, rights, etc.)
Value Value Value Value
Value Estimated Value of Interest
Total Value Total Value
Description Description Description
Mortgage Balance Owner(s) Owner(s)
You You You You You You Spouse Spouse Spouse Spouse Spouse Spouse Joint Joint Joint Joint Joint Joint $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $
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INTENTIONS FOR MY ESTATE
People to Remember:
Family:
Friends/Associates:
Charitable Beneficiaries:
Guardian(s) for Minor or Dependent Adult Children:
Alternate Guardian(s) for Minor or Dependent Adult Children:
Person Authorized to Handle My Affairs (executor)
Alternate Person Authorized to Handle My Affairs (executor):
My Advisors:
Name Name Name Name Phone Attorney Financial Planner Accountant/Tax Adv. Insurance Agent Relationship Location Phone Number Address Contact Address
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JOSEPHINE WOLF LEGACY SOCIETY MEMBERSHIP FORM
To join the Zoo Miami Foundation (ZMF) Josephine Wolf Legacy Society, we need only a simple written notice documenting your future gift. It is helpful, but not required, to include a copy of the relevant section(s) of your will or other documents. Please note that the information collected on this form is non-binding and you retain the right to change or revoke your gift at any time with or without notice to ZMF. The information you provide is confidential.
Please complete this one-page form and mail to the address below, or email to jromano@zoomiami.org
José Romano
Zoo Miami Foundation
12400 SW 152nd Street Miami, FL 33177
I/We have included a legacy gift to Zoo Miami Foundation in my estate plans. Please select your recognition preference:
I/We authorize ZMF to list my name in printed publications and online materials associated with the Josephine Wolf Legacy Society. The type and amount of my gift will remain confidential. Please list me/us as: _______________________________________________________________
I/We prefer to be listed as an anonymous member of the Josephine Wolf Legacy Society.
Optional Information - In confidence, please tell us about your legacy gift:
I/We have included ZMF in my will or trust Amount or estimated value: $___________
I/We have included ZMF in another type of planned gift as part of my overall charitable, financial and estate planning.
Description of gift (e.g. beneficiary of bank account, retirement plan or life insurance policy, charitable remainder trust, annuity, interest in real property or other type of planned gift):
I/We would like my/our estate gift to be used for the following purpose:
Undesignated: to be used for the greatest need at Zoo Miami and/or Zoo Miami Foundation
Designated for: Conservation Capital Projects Education Other: _______________
A copy of the relevant portion of my/our will or trust is enclosed.
Thank you for including Zoo Miami Foundation in your estate plans and making wildlife a part of your legacy
Zoo Miami Foundation is a registered charity with the state of Florida, CH3023. A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE (800-4357352) WITHIN THE STATE. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE.
Member Information First Name Street Address City State Zip Code Email Address Birth Date Marital Status Spouse’s Name Home Phone Middle Initial Last Name Alternate Phone
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Zoo Miami Foundation 12400 SW 152 Street Miami, FL 33177 305-255-5551 zoomiami.org/planned-giving development@zoomiami.org This publication is not intended as legal or financial advice. Please consult your attorney or tax advisor to discuss this information.
do not inherit the earth from our ancestors, we borrow it from our children.” NATIVE AMERICAN PROVERB
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